We are live on ! Find out more
VWO icon

Vanguard FTSE Emerging Markets ETF

825 hedge funds and large institutions have $27.1B invested in Vanguard FTSE Emerging Markets ETF in 2014 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 388 increasing their positions, 290 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

34% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 290

25% more call options, than puts

Call options by funds: $152M | Put options by funds: $121M

1% more capital invested

Capital invested by funds: $26.8B → $27.1B (+$355M)

1% more funds holding

Funds holding: 818825 (+7)

0.3% more ownership

Funds ownership: 57.6%57.91% (+0.3%)

6% less funds holding in top 10

Funds holding in top 10: 154145 (-9)

Holders
825
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
23.93%
Holding in Top 10
145
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.84%
% of All Funds
4.21%
New
53
Increased
388
Reduced
290
Closed
37
Calls
$152M
Puts
$121M
Net Calls
+$30.3M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
376
Monarch Capital Management
Indiana
$3.17M -$18.9K -425 -0.6%
SCM
377
Stellar Capital Management
Arizona
$3.14M +$36.4K +820 +1%
TWA
378
Tillar-Wenstrup Advisors
Ohio
$3.12M -$34.1K -768 -1%
MCM
379
Maryland Capital Management
Maryland
$3.1M -$19.8K -445 -0.6%
ZF
380
Zhang Financial
Michigan
$2.96M +$24.6K +555 +0.8%
ACP
381
Ashfield Capital Partners
California
$2.93M -$30.1K -677 -1%
GWM
382
Graybill Wealth Management
Illinois
$2.87M +$39.3K +885 +1%
UOTTAIMCU
383
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.82M -$196K -4,414 -6%
SHA
384
Smith Hayes Advisers
Nebraska
$2.81M -$42.7K -962 -1%
PFBT
385
Parkside Financial Bank & Trust
Missouri
$2.79M +$328K +7,375 +12%
HCP
386
Holt Capital Partners
Texas
$2.77M
PHS
387
Pekin Hardy Strauss
Illinois
$2.77M -$7.33K -165 -0.2%
CFA
388
Cahill Financial Advisors
Minnesota
$2.74M -$21.1K -476 -0.7%
BFG
389
Bouchey Financial Group
New York
$2.74M +$109K +2,465 +4%
SFT
390
Simmons First Trust
Arkansas
$2.69M -$26.3K -592 -0.9%
WC
391
Woodstock Corp
Massachusetts
$2.68M -$57.7K -1,300 -2%
GIP
392
Granite Investment Partners
California
$2.67M
MFS
393
MSI Financial Services
Massachusetts
$2.64M +$705K +15,866 +33%
FMWA
394
Forvis Mazars Wealth Advisors
Missouri
$2.63M +$123K +2,763 +5%
PCM
395
Parsons Capital Management
Rhode Island
$2.63M -$1.91K -43 -0.1%
KIA
396
KCM Investment Advisors
California
$2.63M +$52.5K +1,183 +2%
CFB
397
Cullen/Frost Bankers
Texas
$2.63M +$130K +2,934 +5%
Millennium Management
398
Millennium Management
New York
$2.61M -$58.4K -1,316 -2%
NES
399
New England Securities
New York
$2.59M +$572K +12,884 +26%
BSW
400
Buckingham Strategic Wealth
Missouri
$2.55M +$1.56M +35,179 +135%

VWO Hedge Fund Activity: Q3 2014 in Review

825 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q3 2014, worth a combined $27.1B — up 1.3% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VWO positions and 37 closed out — a net gain of 16 holders — while 388 added to existing stakes and 290 trimmed.

The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $537M. The largest seller was Creative Planning, cutting an estimated $260M.

  • 825 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q3 2014, up from 818 in Q2 2014.
  • Funds reported $27.1B of Vanguard FTSE Emerging Markets ETF stock for Q3 2014, up 1.3% quarter-over-quarter.
  • 53 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q3 2014 and 37 closed out, a net change of +16 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q3 2014 was Marketfield Asset Management, an estimated $537M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q3 2014 was Creative Planning, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2014.