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Vanguard FTSE Emerging Markets ETF

887 hedge funds and large institutions have $27.7B invested in Vanguard FTSE Emerging Markets ETF in 2015 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 408 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 305

21% more call options, than puts

Call options by funds: $126M | Put options by funds: $104M

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

7% more capital invested

Capital invested by funds: $25.9B → $27.7B (+$1.77B)

2.6% more ownership

Funds ownership: 57.21%59.81% (+2.6%)

0% more funds holding

Funds holding: 884887 (+3)

0% more funds holding in top 10

Funds holding in top 10: 157157 (0)

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
23.63%
Holding in Top 10
157
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.18%
New
77
Increased
408
Reduced
305
Closed
67
Calls
$126M
Puts
$104M
Net Calls
+$21.6M
Net Calls Change
+$51.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Coe Capital Management
Illinois
$1.25M +$65.1K +1,600 +5%
SFPM
552
Sensible Financial Planning & Management
Massachusetts
$1.24M +$185K +4,541 +18%
LFA
553
Landmark Financial Advisors
Kentucky
$1.23M
RC
554
Roundview Capital
New Jersey
$1.21M -$74.6K -1,835 -6%
LFG
555
LifePlan Financial Group
Ohio
$1.21M -$1.59M -39,092 -57%
ASN
556
Advisory Services Network
Georgia
$1.21M -$51.6K -1,269 -4%
AC
557
Alley Company
Illinois
$1.21M +$21.6K +530 +2%
AAS
558
Annex Advisory Services
Wisconsin
$1.2M +$193K +4,754 +19%
MHC
559
Meyer Handelman Company
New York
$1.2M
HSA
560
HBK Sorce Advisory
Pennsylvania
$1.18M -$97.9K -2,407 -8%
AIM
561
Aspen Investment Management
Michigan
$1.18M -$910K -22,389 -44%
KFS
562
Kurt F. Somerville
$1.17M +$24.8K +610 +2%
DWM
563
Dakota Wealth Management
Florida
$1.17M -$20.5K -504 -2%
PP
564
Palladium Partners
Virginia
$1.16M -$124K -3,046 -10%
BOTOTLSJU
565
Board of Trustees of The Leland Stanford Junior University
California
$1.15M
RIA
566
Regal Investment Advisors
Michigan
$1.15M +$135K +3,311 +13%
CCM
567
Cohen Capital Management
California
$1.14M
Rafferty Asset Management
568
Rafferty Asset Management
New York
$1.14M +$767K +18,860 +209%
MIH
569
Madison Investment Holdings
Wisconsin
$1.13M -$177K -4,342 -14%
CAW
570
Cornerstone Advisors (Washington)
Washington
$1.12M +$63K +1,549 +6%
ANBT
571
American National Bank & Trust
Texas
$1.11M -$85K -2,091 -7%
LIA
572
LBMC Investment Advisors
Tennessee
$1.11M -$46.4K -1,140 -4%
FIM
573
Frontier Investment Management
Texas
$1.11M +$763K +18,770 +287%
FIMS
574
FBL Investment Management Services
Iowa
$1.11M +$71.6K +1,760 +7%
QCMC
575
Quantum Capital Management (California)
California
$1.08M +$22.6K +556 +2%

VWO Hedge Fund Activity: Q1 2015 in Review

887 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q1 2015, worth a combined $27.7B — up 6.8% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VWO positions and 67 closed out — a net gain of 10 holders — while 408 added to existing stakes and 305 trimmed.

The largest buyer was Vanguard Group, adding an estimated $951M. The largest seller was Mason Street Advisors, cutting an estimated $215M.

  • 887 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q1 2015, up from 884 in Q4 2014.
  • Funds reported $27.7B of Vanguard FTSE Emerging Markets ETF stock for Q1 2015, up 6.8% quarter-over-quarter.
  • 77 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q1 2015 and 67 closed out, a net change of +10 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q1 2015 was Vanguard Group, an estimated $951M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q1 2015 was Mason Street Advisors, an estimated $215M sold.

Based on aggregated 13F filings for Q1 2015.