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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
TA
201
Tiedemann Advisors
New York
$10.1M -$2.27M -26,364 -18%
CPA
202
Cardiff Park Advisors
California
$10M -$1.05M -12,206 -9%
I
203
INVST
Indiana
$10M +$485K +5,648 +5%
DADC
204
D.A. Davidson & Co
Montana
$9.92M +$892K +10,387 +10%
NA
205
NewEdge Advisors
Louisiana
$9.88M -$8.43M -98,136 -45%
RT
206
Rockland Trust
Massachusetts
$9.78M -$2.29M -26,602 -18%
CPIG
207
Chicago Partners Investment Group
Illinois
$9.78M +$355K +4,129 +4%
AFC
208
Adaptive Financial Consulting
Ohio
$9.74M +$269K +3,129 +3%
NHT
209
New Hampshire Trust
New Hampshire
$9.68M -$3.51M -40,906 -26%
PWP
210
Perfromance Wealth Partners
Illinois
$9.66M +$1.71M +19,940 +21%
BFA
211
Bluestem Financial Advisors
Illinois
$9.63M +$229K +2,668 +2%
BPA
212
Beacon Pointe Advisors
California
$9.59M -$1.7M -19,809 -15%
FMC
213
First Merchants Corp
Indiana
$9.38M -$281K -3,265 -3%
HWMG
214
Hurlow Wealth Management Group
Indiana
$9.38M +$1.02M +11,855 +12%
PL
215
Plancorp LLC
Missouri
$9.37M +$79.2K +922 +0.8%
FT
216
Fiduciary Trust
Massachusetts
$9.36M -$985K -11,468 -9%
AAM
217
Austin Asset Management
Texas
$9.34M +$3.55M +41,329 +58%
AWP
218
Ascent Wealth Partners
New York
$9.32M +$434K +5,047 +5%
Lido Advisors
219
Lido Advisors
California
$9.3M -$8.24M -95,956 -46%
Barclays
220
Barclays
United Kingdom
$9.24M +$9.48M +110,391 +12,792%
MIM
221
MetLife Investment Management
New Jersey
$9.22M +$2.06M +24,000 +28%
WFA
222
West Financial Advisors
Iowa
$9.17M +$163K +1,896 +2%
EI
223
Ellevest Inc
New York
$9.11M +$504K +5,868 +6%
GAM
224
Gould Asset Management
California
$9.05M +$442K +5,150 +5%
FNC
225
First National Corp
Massachusetts
$8.98M +$29.8K +347 +0.3%

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.