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Vanguard FTSE Emerging Markets ETF

1,912 hedge funds and large institutions have $48B invested in Vanguard FTSE Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 875 increasing their positions, 748 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 875 | Existing positions reduced: 748

1% more funds holding in top 10

Funds holding in top 10: 235237 (+2)

0.31% more ownership

Funds ownership: 66.48%66.79% (+0.31%)

2% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 93

3% less capital invested

Capital invested by funds: $49.6B → $48B (-$1.62B)

1% less funds holding

Funds holding: 1,9381,912 (-26)

27% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $67.9M

Holders
1,912
Holders Change
-26
Holders Change %
-1.34%
% of All Funds
30.34%
Holding in Top 10
237
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.76%
New
91
Increased
875
Reduced
748
Closed
93
Calls
$49.9M
Puts
$67.9M
Net Calls
-$18M
Net Calls Change
-$9.47M
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
451
Iron Horse Wealth Management
Iowa
$7.24M +$393K +9,632 +6%
CGL
452
Clarius Group LLC
Washington
$7.22M +$389K +9,519 +5%
RA
453
Regis Acquisition
Colorado
$7.14M +$2.82M +69,197 +61%
SFO
454
Standard Family Office
South Dakota
$7.13M
SFG
455
Sage Financial Group
Pennsylvania
$7.12M +$61.5K +1,506 +0.8%
CIS
456
Connors Investor Services
Pennsylvania
$7.11M -$5.51K -135 -0.1%
RPC
457
Rossmore Private Capital
Connecticut
$7.09M +$7.38M +180,857 New
AFS
458
Axiom Financial Strategies
Indiana
$7.07M +$2.83M +69,235 +62%
PAS
459
Park Avenue Securities
New York
$7.05M +$56.5K +1,385 +0.8%
RIA
460
Regal Investment Advisors
Michigan
$7.05M -$146K -3,571 -2%
RZH
461
Relyea Zuckerberg Hanson
Connecticut
$7.05M -$1.31M -32,060 -15%
WS
462
Wela Strategies
Georgia
$7.04M +$118K +2,889 +2%
BCWM
463
Bartlett & Co Wealth Management
Ohio
$6.99M -$169K -4,150 -2%
BC
464
Bartlett & Co
Ohio
$6.99M -$169K -4,150 -2%
HWMG
465
Hurlow Wealth Management Group
Indiana
$6.99M +$307K +7,525 +4%
FWM
466
FSA Wealth Management
Massachusetts
$6.94M +$121K +2,958 +2%
GIS
467
Grayhawk Investment Strategies
Alberta, Canada
$6.94M -$645K -15,800 -8%
PWM
468
Penobscot Wealth Management
Maine
$6.94M -$774K -18,969 -10%
DOA
469
D'Orazio & Associates
Virginia
$6.93M +$93.6K +2,292 +1%
RA
470
Rodgers & Associates
Pennsylvania
$6.92M -$36.7K -898 -0.5%
PWPCM
471
Perella Weinberg Partners Capital Management
New York
$6.88M +$34K +834 +0.5%
WAS
472
Wealth Advisory Solutions
Indiana
$6.82M +$3.39M +82,925 +95%
TFA
473
Tobias Financial Advisors
Florida
$6.82M +$355K +8,691 +5%
ATPW
474
Ashton Thomas Private Wealth
Arizona
$6.82M +$228K +5,587 +3%
DPIM
475
Duff & Phelps Investment Management
Illinois
$6.8M +$51K +1,250 +0.7%

VWO Hedge Fund Activity: Q3 2023 in Review

1,912 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q3 2023, worth a combined $48B — down 3.3% from $49.6B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of VWO and 91 opened new positions — a net loss of 2 holders — while 748 trimmed existing stakes and 875 added.

The largest buyer was Charles Schwab, adding an estimated $284M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $341M sold.

  • 1,912 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q3 2023, down from 1,938 in Q2 2023.
  • Funds reported $48B of Vanguard FTSE Emerging Markets ETF stock for Q3 2023, down 3.3% quarter-over-quarter.
  • 91 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q3 2023 and 93 closed out, a net change of -2 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q3 2023 was Charles Schwab, an estimated $284M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $341M sold.

Based on aggregated 13F filings for Q3 2023.