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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
CT
576
Cambridge Trust
Massachusetts
$5.09M +$111K +2,721 +2%
FWA
577
FSM Wealth Advisors
Ohio
$5.08M +$838K +20,534 +19%
TWM
578
Thrive Wealth Management
Pennsylvania
$5.07M +$672K +16,469 +15%
AWM
579
AllSquare Wealth Management
New York
$5.06M -$88.5K -2,168 -2%
HIMC
580
Heritage Investors Management Corp
Maryland
$5.02M -$16.5K -405 -0.3%
4FG
581
4Thought Financial Group
New York
$4.98M +$210K +5,155 +4%
OPWM
582
Oakwell Private Wealth Management
Texas
$4.94M -$378K -9,256 -7%
WPC
583
Waters Parkerson & Co
Louisiana
$4.94M -$63K -1,543 -1%
SFS
584
Solitude Financial Services
Virginia
$4.93M +$198K +4,845 +4%
ODIJL
585
One Day In July LLC
Vermont
$4.91M +$10.9K +266 +0.2%
SFG
586
Sovereign Financial Group
Connecticut
$4.9M +$399K +9,783 +8%
CBC
587
Coombe, Bender & Co
New York
$4.89M +$23.9K +585 +0.5%
APG
588
Abacus Planning Group
South Carolina
$4.88M +$33.1K +811 +0.7%
CFO
589
Callan Family Office
Pennsylvania
$4.88M -$50.7K -1,241 -1%
EWM
590
Evercore Wealth Management
New York
$4.87M +$345K +8,446 +7%
AWA
591
Aletheian Wealth Advisors
Washington
$4.85M +$99.9K +2,448 +2%
FG
592
Fiduciary Group
Georgia
$4.85M +$117K +2,860 +2%
CTWM
593
Cherry Tree Wealth Management
Minnesota
$4.83M +$212K +5,205 +4%
MPW
594
MGO Private Wealth
California
$4.82M +$17.8K +437 +0.4%
AW
595
Avion Wealth
Texas
$4.81M -$419K -10,275 -8%
Squarepoint
596
Squarepoint
New York
$4.77M +$4.97M +121,716 New
HWA
597
Hillcrest Wealth Advisors
New Jersey
$4.75M +$1.21M +29,575 +32%
BHIA
598
Birch Hill Investment Advisors
Massachusetts
$4.75M -$69K -1,690 -1%
HIIFS
599
Harel Insurance Investments & Financial Services
Israel
$4.75M +$4.8M +117,578 +3,359%
TCOV
600
Trust Company of Vermont
Vermont
$4.73M -$243K -5,959 -5%

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.