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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
IWM
151
Integris Wealth Management
California
$13.8M +$576K +6,699 +4%
RA
152
Rodgers & Associates
Pennsylvania
$13.6M +$1.25M +14,606 +10%
ATPW
153
Ashton Thomas Private Wealth
Arizona
$13.5M +$266K +3,101 +2%
SC
154
Schoolcraft Capital
Colorado
$13.4M +$347K +4,037 +3%
PCFFS
155
Pacific Center for Financial Services
California
$13.3M +$13.8M +160,276 New
CCM
156
Carlson Capital Management
Minnesota
$13.3M +$5.53M +64,342 +67%
ACM
157
Alpha Capital Management
Texas
$13.2M
AWS
158
Atria Wealth Solutions
New York
$13.2M +$1.47M +17,119 +12%
LJAC
159
L.J. Altfest & Co
New York
$13.1M +$7.18M +83,564 +114%
HI
160
Hudock Inc
Pennsylvania
$13M +$1.51M +17,584 +13%
HF
161
HRT Financial
New York
$13M +$10M +116,670 +296%
LNC
162
Lincoln National Corp
Pennsylvania
$13M -$143K -1,668 -1%
Neuberger Berman Group
163
Neuberger Berman Group
New York
$12.7M -$4.52M -52,554 -26%
GG
164
Greenwood Gearhart
Arkansas
$12.7M -$469K -5,464 -3%
RWM
165
Rockwood Wealth Management
Pennsylvania
$12.4M +$1.87M +21,822 +17%
PPW
166
Presilium Private Wealth
Pennsylvania
$12.3M +$1.25M +14,493 +11%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$12.3M -$1.16M -13,484 -8%
CW
168
CreativeOne Wealth
Kansas
$12.1M +$953K +11,090 +8%
AIP
169
Ameritas Investment Partners
Nebraska
$12.1M +$169K +1,962 +1%
RBC
170
Roble Belko & Company
Pennsylvania
$12.1M +$121K +1,403 +1%
FCM
171
Firestone Capital Management
Florida
$12.1M +$56.9K +662 +0.5%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$12.1M -$200K -2,328 -2%
NL
173
Navalign LLC
California
$11.9M +$1.21M +14,038 +11%
NQWM
174
Northwest Quadrant Wealth Management
Oregon
$11.9M +$269K +3,136 +2%
ABC
175
Associated Banc-Corp
Wisconsin
$11.9M +$1.22M +14,148 +11%

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.