We are live on ! Find out more
VNQ icon

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
HNWAG
1676
High Net Worth Advisory Group
Florida
-$43.5K -527 Closed
LSA
1677
Lansing Street Advisors
Pennsylvania
-$41.7K -506 Closed
RFS
1678
Retirement Financial Solutions
Tennessee
-$28.2K -342 Closed
CWAF
1679
Core Wealth Advisors (Florida)
Florida
-$19.6K -238 Closed
TFM
1680
TFC Financial Management
Massachusetts
-$15.8K -191 Closed
ACP
1681
Arcus Capital Partners
Georgia
-$14.1K -171 Closed
GWMI
1682
Guardian Wealth Management (Illinois)
Illinois
-$14.1K -171 Closed
WOSD
1683
WFA of San Diego
California
-$13.4K -163 Closed
VF
1684
VitalStone Financial
Texas
-$13K -161 Closed
3IP
1685
3Chopt Investment Partners
Virginia
-$13K -158 Closed
GG
1686
Gleason Group
Kentucky
-$9.14K -111 Closed
AC
1687
Arjuna Capital
North Carolina
-$8.25K -100 Closed
NC
1688
NewSquare Capital
Pennsylvania
-$7.92K -96 Closed
KHC
1689
Koesten Hirschmann & Crabtree
Kansas
-$5.11K -62 Closed
FWA
1690
Freedom Wealth Alliance
Wisconsin
-$4.45K -54 Closed
GGI
1691
Godsey & Gibb Inc
Virginia
-$3.3K -40 Closed
LS
1692
Leelyn Smith
Illinois
-$3.3K -40 Closed
AA
1693
Acorns Advisers
California
-$1.2K -14 -88%
KIA
1694
Kraematon Investment Advisors
Massachusetts
-$412 -5 Closed
OIS
1695
Okabena Investment Services
Minnesota
-$247 -3 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.