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Vanguard FTSE Emerging Markets ETF

1,553 hedge funds and large institutions have $42.3B invested in Vanguard FTSE Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 671 increasing their positions, 496 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 262 | Existing positions closed: 69

35% more repeat investments, than reductions

Existing positions increased: 671 | Existing positions reduced: 496

12% more funds holding in top 10

Funds holding in top 10: 211237 (+26)

12% more funds holding

Funds holding: 1,3851,553 (+168)

11% more capital invested

Capital invested by funds: $38.1B → $42.3B (+$4.23B)

0.15% more ownership

Funds ownership: 62.85%62.99% (+0.15%)

29% less call options, than puts

Call options by funds: $99.9M | Put options by funds: $140M

Holders
1,553
Holders Change
+168
Holders Change %
+12.13%
% of All Funds
30.59%
Holding in Top 10
237
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.32%
% of All Funds
4.67%
New
262
Increased
671
Reduced
496
Closed
69
Calls
$99.9M
Puts
$140M
Net Calls
-$40.3M
Net Calls Change
-$9.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
601
Joel Isaacson & Co
New York
$3.52M -$104K -2,451 -3%
CWM
602
Cornerstone Wealth Management
Missouri
$3.51M -$136K -3,204 -4%
LFS
603
Lutz Financial Services
Nebraska
$3.51M +$23.4K +553 +0.7%
SIS
604
SVB Investment Services
Utah
$3.5M +$3.33M +78,691 New
WF
605
Welch & Forbes
Massachusetts
$3.5M -$143K -3,367 -4%
MCM
606
Monarch Capital Management
Indiana
$3.49M -$89.9K -2,121 -3%
RMC
607
Resources Management Corp
Connecticut
$3.49M -$117K -2,771 -3%
MAFM
608
Mid Atlantic Financial Management
Pennsylvania
$3.48M -$152K -3,597 -4%
SC
609
Steph & Co
Wisconsin
$3.48M +$3.31M +78,240 New
NAS
610
Nicolet Advisory Services
Wisconsin
$3.47M -$343K -8,090 -9%
BC
611
Burney Company
Virginia
$3.46M -$95.9K -2,264 -3%
AT
612
Arden Trust
Delaware
$3.45M -$129K -3,039 -4%
RRC
613
Relaxing Retirement Coach
Massachusetts
$3.44M +$3.43K +81 +0.1%
PL
614
Parthenon LLC
Kentucky
$3.44M +$136K +3,215 +4%
FHA
615
Flagship Harbor Advisors
Massachusetts
$3.41M +$462K +10,908 +17%
Renaissance Technologies
616
Renaissance Technologies
New York
$3.41M -$2.3M -54,400 -42%
AWA
617
Arete Wealth Advisors
Illinois
$3.39M +$417K +9,850 +15%
REMPR
618
Roof Eidam Maycock Peralta (REMP)
California
$3.38M +$5.04K +119 +0.2%
PWAC
619
Private Wealth Advisors (California)
California
$3.38M -$534K -12,613 -14%
PA
620
Pinnacle Associates
New York
$3.37M -$21.6K -511 -0.7%
DY
621
Dowling & Yahnke
California
$3.37M +$45.3K +1,070 +1%
SW
622
SkyOak Wealth
Michigan
$3.29M +$3.13M +73,934 New
LK
623
Lumbard & Kellner
New Hampshire
$3.26M +$10.6K +250 +0.3%
RW
624
REDW Wealth
New Mexico
$3.25M -$56K -1,323 -2%
VST
625
Van Strum & Towne
California
$3.21M +$115K +2,707 +4%

VWO Hedge Fund Activity: Q4 2019 in Review

1,553 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q4 2019, worth a combined $42.3B — up 11% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 262 funds opened new VWO positions and 69 closed out — a net gain of 193 holders — while 671 added to existing stakes and 496 trimmed.

The largest buyer was South Dakota Investment Council, adding an estimated $201M. The largest seller was Bridgewater Associates, cutting an estimated $535M.

  • 1,553 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q4 2019, up from 1,385 in Q3 2019.
  • Funds reported $42.3B of Vanguard FTSE Emerging Markets ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 262 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q4 2019 and 69 closed out, a net change of +193 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q4 2019 was South Dakota Investment Council, an estimated $201M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q4 2019 was Bridgewater Associates, an estimated $535M sold.

Based on aggregated 13F filings for Q4 2019.