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Vanguard FTSE Emerging Markets ETF

1,451 hedge funds and large institutions have $31.2B invested in Vanguard FTSE Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 627 increasing their positions, 640 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 62.99%63.49% (+0.5%)

2% less repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 640

7% less funds holding

Funds holding: 1,5531,451 (-102)

11% less funds holding in top 10

Funds holding in top 10: 237210 (-27)

26% less capital invested

Capital invested by funds: $42.3B → $31.2B (-$11.2B)

40% less call options, than puts

Call options by funds: $74.5M | Put options by funds: $124M

43% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 175

Holders
1,451
Holders Change
-102
Holders Change %
-6.57%
% of All Funds
31.97%
Holding in Top 10
210
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.39%
% of All Funds
4.63%
New
99
Increased
627
Reduced
640
Closed
175
Calls
$74.5M
Puts
$124M
Net Calls
-$49M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
376
Resource Planning Group
Georgia
$5.88M -$3.26M -79,998 -31%
CWM
377
Cranbrook Wealth Management
Michigan
$5.84M -$66.4K -1,629 -0.9%
BBVA
378
Banco Bilbao Vizcaya Argentaria
Spain
$5.82M -$289K -7,093 -4%
JWA
379
JFS Wealth Advisors
Pennsylvania
$5.8M +$84K +2,060 +1%
PWPCM
380
Perella Weinberg Partners Capital Management
New York
$5.78M +$5.14K +126 +0.1%
JHCP
381
Jackson Hole Capital Partners
Oklahoma
$5.72M +$1.37M +33,604 +25%
MWP
382
Moller Wealth Partners
$5.7M +$803K +19,689 +13%
OWA
383
One Wealth Advisors
California
$5.66M +$472K +11,571 +7%
BWM
384
BT Wealth Management
Georgia
$5.64M +$1.43M +35,168 +26%
TA
385
Tiedemann Advisors
New York
$5.63M -$2.35M -57,537 -26%
MD
386
Money Design
Japan
$5.63M +$749K +18,373 +12%
AFS
387
Axiom Financial Strategies
Indiana
$5.5M +$6.68M +163,839 New
CI
388
Cordant Inc
Oregon
$5.48M +$498K +12,212 +8%
TIM
389
Tortoise Investment Management
New York
$5.48M +$563K +13,808 +9%
SMC
390
Smith, Moore & Co
Missouri
$5.45M -$210K -5,143 -3%
LOAMS
391
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.45M +$1.17M +28,816 +22%
FAAS
392
First Allied Advisory Services
California
$5.44M +$253K +6,208 +4%
AWM
393
AllSquare Wealth Management
New York
$5.39M -$64.9K -1,593 -1%
CCG
394
Chatham Capital Group
Georgia
$5.38M -$92.7K -2,275 -1%
BOTW
395
Bank of the West
California
$5.36M -$368K -9,023 -5%
MS
396
Marshall & Sullivan
Washington
$5.33M -$222K -5,443 -3%
AAMC
397
Asset Allocation & Management Company
Illinois
$5.25M +$51.9K +1,273 +0.8%
LL
398
LPWM LLC
Minnesota
$5.23M +$469K +11,499 +8%
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$5.21M +$2.82M +69,224 +80%
AL
400
Aspiriant LLC
California
$5.2M -$1.82M -44,621 -22%

VWO Hedge Fund Activity: Q1 2020 in Review

1,451 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q1 2020, worth a combined $31.2B — down 26% from $42.3B a quarter earlier.

Sellers outnumbered buyers: 175 funds closed out of VWO and 99 opened new positions — a net loss of 76 holders — while 640 trimmed existing stakes and 627 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $341M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $569M sold.

  • 1,451 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q1 2020, down from 1,553 in Q4 2019.
  • Funds reported $31.2B of Vanguard FTSE Emerging Markets ETF stock for Q1 2020, down 26% quarter-over-quarter.
  • 99 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q1 2020 and 175 closed out, a net change of -76 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q1 2020 was Charles Schwab, an estimated $341M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $569M sold.

Based on aggregated 13F filings for Q1 2020.