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Vanguard Real Estate ETF

1,587 hedge funds and large institutions have $18.9B invested in Vanguard Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 635 increasing their positions, 668 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 103

5% less repeat investments, than reductions

Existing positions increased: 635 | Existing positions reduced: 668

1.64% less ownership

Funds ownership: 59.62%57.98% (-1.6%)

2% less funds holding

Funds holding: 1,6181,587 (-31)

5% less funds holding in top 10

Funds holding in top 10: 124118 (-6)

16% less capital invested

Capital invested by funds: $22.5B → $18.9B (-$3.6B)

76% less call options, than puts

Call options by funds: $108M | Put options by funds: $444M

Holders
1,587
Holders Change
-31
Holders Change %
-1.92%
% of All Funds
25.29%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.88%
New
115
Increased
635
Reduced
668
Closed
103
Calls
$108M
Puts
$444M
Net Calls
-$337M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1626
Catalyst Financial Partners
Massachusetts
-$478K -5,795 Closed
LFA
1627
LGT Financial Advisors
Texas
-$435K -5,272 Closed
AWA
1628
Amplius Wealth Advisors
Pennsylvania
-$430K -5,214 Closed
DCM
1629
Dupont Capital Management
Delaware
-$417K -5,052 Closed
WA
1630
Waddell & Associates
Tennessee
-$412K -5,001 Closed
CWA
1631
Canvas Wealth Advisors
Kansas
-$428K -4,912 Closed
FTUS
1632
Flow Traders U.S.
New York
-$405K -4,909 Closed
PFA
1633
Petra Financial Advisors
Colorado
-$391K -4,737 Closed
PPW
1634
Parcion Private Wealth
Washington
-$383K -4,645 Closed
HVM
1635
Harvest Volatility Management
Connecticut
-$365K -4,425 Closed
SFA
1636
Source Financial Advisors
New York
-$363K -4,404 Closed
GCA
1637
Greenwood Capital Associates
South Carolina
-$356K -4,317 Closed
SXL
1638
Summit X LLC
Missouri
-$385K -4,224 Closed
ICM
1639
Intrepid Capital Management
Florida
-$327K -3,963 Closed
GWA
1640
GGM Wealth Advisors
Maryland
-$297K -3,525 Closed
CS
1641
Cannell & Spears
New York
-$269K -3,257 Closed
STA
1642
Summit Trail Advisors
New York
-$262K -3,172 Closed
Walleye Trading
1643
Walleye Trading
New York
-$264K -3,067 Closed
LWM
1644
LJI Wealth Management
Indiana
-$250K -3,035 Closed
ATWA
1645
Arbor Trust Wealth Advisors
Michigan
-$250K -3,027 Closed
GCM
1646
Greenland Capital Management
New York
-$247K -3,000 Closed
BCM
1647
Bluefin Capital Management
New York
-$243K -2,950 Closed
SIG
1648
Sargent Investment Group
Maryland
-$242K -2,931 Closed
BBA
1649
BLB&B Advisors
Pennsylvania
-$236K -2,866 Closed
HI
1650
Harper Investing
California
-$233K -2,830 Closed

VNQ Hedge Fund Activity: Q1 2023 in Review

1,587 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2023, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new VNQ positions and 103 closed out — a net gain of 12 holders — while 635 added to existing stakes and 668 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, opening a new position worth an estimated $121M. The largest seller was Bank of America, cutting an estimated $244M.

  • 1,587 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2023, down from 1,618 in Q4 2022.
  • Funds reported $18.9B of Vanguard Real Estate ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 115 funds opened new Vanguard Real Estate ETF positions in Q1 2023 and 103 closed out, a net change of +12 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2023 was Meiji Yasuda Life Insurance, an estimated $121M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2023 was Bank of America, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2023.