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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
PIFP
176
Partners in Financial Planning
Virginia
$11.8M +$154K +1,792 +1%
EBT
177
Enterprise Bank & Trust
Massachusetts
$11.7M +$322K +3,747 +3%
TOTSC
178
Trustees of the Smith College
Massachusetts
$11.5M +$113K +1,320 +1%
HWM
179
Horizons Wealth Management
North Carolina
$11.3M +$818K +9,522 +8%
B
180
Bailard
California
$11.2M +$410K +4,769 +4%
Charles Schwab
181
Charles Schwab
California
$11.2M -$514K -5,977 -4%
FCH
182
Freestone Capital Holdings
Washington
$11.1M -$84.9K -988 -0.7%
AW
183
Avion Wealth
Texas
$11.1M +$1.5M +17,429 +15%
PO
184
Private Ocean
California
$11.1M -$732K -8,524 -6%
Millennium Management
185
Millennium Management
New York
$11M -$6.58M -76,621 -37%
MCM
186
Manchester Capital Management
Vermont
$10.9M -$39.5K -460 -0.3%
Daiwa Securities Group
187
Daiwa Securities Group
Japan
$10.8M -$4.54M -52,874 -29%
CAI
188
Capital Advisors Inc
Oklahoma
$10.8M -$16.8M -195,819 -60%
SPIA
189
Steward Partners Investment Advisory
New York
$10.8M +$589K +6,852 +6%
AA
190
Ancora Advisors
Ohio
$10.7M -$43.1K -502 -0.4%
KAS
191
Kestra Advisory Services
Texas
$10.7M -$291K -3,385 -3%
GC
192
Gilbert & Cook
Iowa
$10.5M +$669K +7,781 +7%
MWM
193
Mission Wealth Management
California
$10.5M -$449K -5,224 -4%
PWA
194
Peterson Wealth Advisors
Utah
$10.5M +$373K +4,338 +4%
TFP
195
TrueWealth Financial Partners
Washington
$10.4M +$1.3M +15,125 +14%
HSBC Holdings
196
HSBC Holdings
United Kingdom
$10.3M -$9.26M -107,831 -46%
BGDI
197
BW Gestao de Investimentos
Brazil
$10.3M +$10.7M +124,050 New
DF
198
DecisionPoint Financial
Arizona
$10.3M +$933K +10,857 +10%
UB
199
UMB Bank
Missouri
$10.3M -$987K -11,484 -8%
FHC
200
Fort Henry Capital
West Virginia
$10.2M +$492K +5,721 +5%

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.