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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
Creative Planning
1
Creative Planning
Kansas
$1.66B -$68.4M -796,608 -4%
Morgan Stanley
2
Morgan Stanley
New York
$1.34B -$29.3M -341,008 -2%
Bank of America
3
Bank of America
North Carolina
$918M -$244M -2,844,934 -20%
Wells Fargo
4
Wells Fargo
California
$759M -$57.2M -665,212 -7%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$757M +$789M +9,187,137 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$638M +$31.4M +365,797 +5%
Wealthfront Advisers
7
Wealthfront Advisers
California
$573M +$39.2M +455,706 +7%
US Bancorp
8
US Bancorp
Minnesota
$537M -$15.9M -185,213 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$528M +$86M +1,001,497 +19%
Goldman Sachs
10
Goldman Sachs
New York
$410M +$7.66M +89,110 +2%
Prudential Financial
11
Prudential Financial
New Jersey
$397M -$894K -10,405 -0.2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$320M +$29.8M +346,975 +10%
MTWSIF
13
Mivtachim The Workers Social Insurance Fund
Israel
$301M -$240M -2,794,300 -43%
Financial Engines Advisors
14
Financial Engines Advisors
California
$289M +$20.1M +233,689 +7%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$268M -$56.3M -655,450 -17%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$251M +$16.4M +191,373 +7%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$221M -$10.8M -126,143 -5%
VU
18
Vanderbilt University
Tennessee
$199M +$2M +23,290 +1%
CCA
19
Catalyst Capital Advisors
New York
$174M +$13.5M +156,583 +8%
MRC
20
Millburn Ridgefield Corp
New York
$174M +$13.5M +156,583 +8%
State of Tennessee, Department of Treasury
21
State of Tennessee, Department of Treasury
Tennessee
$168M +$9.81M +114,134 +6%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167M +$38.4M +447,369 +29%
Mariner
23
Mariner
Kansas
$163M +$9.4M +109,447 +6%
UBS Group
24
UBS Group
Switzerland
$158M -$217M -2,529,398 -57%
UCFA
25
United Capital Financial Advisors
Texas
$149M +$2.92M +33,942 +2%

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.