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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
PWMG
1651
Provence Wealth Management Group
California
-$233K -2,821 Closed
PWM
1652
Praetorian Wealth Management
California
-$230K -2,794 Closed
GWM
1653
Gitterman Wealth Management
New Jersey
-$229K -2,774 Closed
G
1654
GenTrust
Florida
-$224K -2,717 Closed
MAM
1655
Milestone Asset Management
Pennsylvania
-$239K -2,710 Closed
USCWA
1656
U.S. Capital Wealth Advisors
Texas
-$216K -2,614 Closed
YIH
1657
Y-Intercept (HK)
Hong Kong
-$210K -2,541 Closed
SWP
1658
Strategic Wealth Partners
Ohio
-$208K -2,520 Closed
KMWM
1659
Keudell/Morrison Wealth Management
Oregon
-$207K -2,513 Closed
SEP
1660
Southland Equity Partners
Missouri
-$207K -2,513 Closed
ECM
1661
ExodusPoint Capital Management
New York
-$206K -2,496 Closed
KOC
1662
Koss-Olinger Consulting
Florida
-$204K -2,475 Closed
PCMF
1663
Private Capital Management (Florida)
Florida
-$202K -2,450 Closed
ZIG
1664
Zullo Investment Group
Pennsylvania
-$201K -2,435 Closed
PCM
1665
Penserra Capital Management
California
-$191K -2,317 Closed
VBWMG
1666
Von Berge Wealth Management Group
California
-$207K -2,292 Closed
IFA
1667
Interactive Financial Advisors
Illinois
-$162K -1,967 Closed
WAG
1668
Windsor Advisory Group
Ohio
-$145K -1,760 Closed
Qube Research & Technologies (QRT)
1669
Qube Research & Technologies (QRT)
United Kingdom
-$111K -1,347 Closed
EE
1670
EWG Elevate
California
-$61.8K -749 Closed
CBT
1671
CoreFirst Bank & Trust
Kansas
-$61.2K -742 Closed
MS
1672
Madden Securities
Texas
-$57.8K -701 Closed
MSCM
1673
McElhenny Sheffield Capital Management
Texas
-$55.8K -676 Closed
CAS
1674
Coppell Advisory Solutions
Texas
-$54.7K -663 Closed
CASC
1675
Coppell Advisory Solutions Corp
Texas
-$54.7K -663 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.