We are live on ! Find out more
VWO icon

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
SWP
526
Stratos Wealth Partners
Ohio
$3.23M -$838K -20,550 -18%
PHS
527
Pekin Hardy Strauss
Illinois
$3.21M -$746K -18,309 -16%
IC
528
Intersect Capital
California
$3.2M -$38.9K -953 -1%
PTC
529
Private Trust Company
Ohio
$3.2M +$2M +49,092 +106%
CK
530
Cohen Klingenstein
New York
$3.19M -$1.51M -37,090 -28%
FPCM
531
Financial Partners Capital Management
New York
$3.18M +$3.87M +94,837 New
SBH
532
Segall Bryant & Hamill
Illinois
$3.18M -$1.63M -39,880 -30%
LFS
533
Lutz Financial Services
Nebraska
$3.18M +$641K +15,722 +20%
AW
534
Avion Wealth
Texas
$3.16M -$23.8K -583 -0.6%
OFG
535
Oxford Financial Group
Indiana
$3.14M -$254K -6,240 -6%
WB
536
WesBanco Bank
West Virginia
$3.14M +$70.3K +1,725 +2%
WCWM
537
Wooster Corthell Wealth Management
Connecticut
$3.11M +$1.41M +34,477 +59%
RA
538
Riversedge Advisors
Delaware
$3.09M -$828K -20,322 -18%
MCM
539
Monarch Capital Management
Indiana
$3.09M +$559K +13,719 +17%
B
540
Barings
North Carolina
$3.09M +$2.32M +56,870 +162%
CCM
541
Canal Capital Management
Virginia
$3.08M -$759K -18,607 -17%
AWA
542
Arete Wealth Advisors
Illinois
$3.08M +$690K +16,924 +22%
H
543
HoyleCohen
California
$3.07M +$1.74M +42,568 +87%
SLT
544
St Louis Trust
Missouri
$3.06M +$181K +4,444 +5%
OCG
545
Opus Capital Group
Ohio
$3.06M +$2.25M +55,184 +153%
BWP
546
BSW Wealth Partners
Colorado
$3.04M -$1.01M -24,677 -21%
WLIM
547
White Lighthouse Investment Management
Massachusetts
$3.04M -$1.57M -38,430 -30%
ICMP
548
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.03M +$345K +8,451 +10%
HMC
549
Harvard Management Company
Massachusetts
$3.02M -$3.39M -83,062 -48%
HWA
550
Hillcrest Wealth Advisors
New Jersey
$3.02M +$339K +8,315 +10%

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.