We are live on ! Find out more
VWO icon

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
EFG
676
Everhart Financial Group
Ohio
$3.79M +$147K +3,592 +4%
OGF
677
Orin Green Financial
California
$3.79M -$343K -8,407 -8%
P
678
Pariax
California
$3.77M -$184K -4,507 -4%
TDWM
679
Topel & Distasi Wealth Management
California
$3.77M +$79.5K +1,947 +2%
ASN
680
Advisory Services Network
Georgia
$3.72M -$555K -13,598 -13%
BONH
681
Bank of New Hampshire
New Hampshire
$3.71M +$44K +1,079 +1%
RC
682
Roundview Capital
New Jersey
$3.71M -$4.59M -112,380 -54%
OCG
683
Opus Capital Group
Ohio
$3.71M -$123K -3,002 -3%
RJT
684
Raymond James Trust
Florida
$3.71M +$46.5K +1,140 +1%
ACA
685
Atlas Capital Advisors
Wyoming
$3.7M +$55.4K +1,357 +1%
Kayne Anderson Rudnick Investment Management
686
Kayne Anderson Rudnick Investment Management
California
$3.69M -$146K -3,576 -4%
SP
687
Sarasin & Partners
United Kingdom
$3.66M +$3.39K +83 +0.1%
DWA
688
Dougherty Wealth Advisers
Minnesota
$3.64M +$15.5K +380 +0.4%
LBC
689
Lowe Brockenbrough & Co
Virginia
$3.62M +$3.27K +80 +0.1%
MA
690
MCF Advisors
Kentucky
$3.62M +$3.31K +81 +0.1%
MIM
691
MetLife Investment Management
New Jersey
$3.62M -$70.2K -1,720 -2%
RWM
692
Ritholtz Wealth Management
New York
$3.61M +$111K +2,726 +3%
NGA
693
Naples Global Advisors
Florida
$3.56M +$231K +5,665 +7%
CA
694
Crewe Advisors
Utah
$3.55M -$1.26M -30,876 -25%
OFP
695
OLIO Financial Planning
Virginia
$3.53M +$24.5K +600 +0.7%
SL
696
Salomon & Ludwin
Virginia
$3.51M +$251K +6,158 +7%
Lido Advisors
697
Lido Advisors
California
$3.51M -$27.6K -676 -0.7%
SCM
698
SOL Capital Management
Maryland
$3.51M -$1.13M -27,585 -24%
BAM
699
Berkshire Asset Management
Pennsylvania
$3.47M -$10.7K -263 -0.3%
AIMC
700
Alley Investment Management Company
Illinois
$3.47M -$130K -3,189 -3%

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.