We are live on ! Find out more
VWO icon

Vanguard FTSE Emerging Markets ETF

1,272 hedge funds and large institutions have $38.7B invested in Vanguard FTSE Emerging Markets ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 622 increasing their positions, 468 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 468

2.04% more ownership

Funds ownership: 61.96%64% (+2%)

3% less funds holding

Funds holding: 1,3171,272 (-45)

10% less capital invested

Capital invested by funds: $42.7B → $38.7B (-$4.07B)

23% less funds holding in top 10

Funds holding in top 10: 266204 (-62)

26% less call options, than puts

Call options by funds: $117M | Put options by funds: $158M

33% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 89

Holders
1,272
Holders Change
-45
Holders Change %
-3.42%
% of All Funds
29.12%
Holding in Top 10
204
Holding in Top 10 Change
-62
Holding in Top 10 Change %
-23.31%
% of All Funds
4.67%
New
60
Increased
622
Reduced
468
Closed
89
Calls
$117M
Puts
$158M
Net Calls
-$40.2M
Net Calls Change
+$60M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
701
Quadrant Capital Management
New Jersey
$1.57M -$70.8K -1,568 -4%
OPA
702
Old Port Advisors
Maine
$1.57M +$1.68M +37,230 New
OIA
703
Optimum Investment Advisors
Illinois
$1.56M +$47.4K +1,050 +3%
PFM
704
Phillips Financial Management
Indiana
$1.56M +$135 +3 +0%
BG
705
Bahl & Gaynor
Ohio
$1.55M -$178K -3,936 -10%
QCG
706
Quadrant Capital Group
Ohio
$1.55M -$2.3K -51 -0.1%
LWAC
707
Laurel Wealth Advisors (California)
California
$1.55M +$1.1M +24,446 +200%
C
708
Cliffwater
California
$1.54M +$45.6K +1,010 +3%
SWM
709
Stockman Wealth Management
Montana
$1.52M -$989K -21,895 -38%
CFA
710
Capstone Financial Advisors
Illinois
$1.52M
LCM
711
Lucas Capital Management
New Jersey
$1.51M -$24.4K -540 -1%
HPC
712
Hobart Private Capital
North Carolina
$1.51M -$177K -3,924 -10%
WT
713
Washington Trust
Rhode Island
$1.51M +$236K +5,227 +17%
CFGF
714
Compass Financial Group (Florida)
Florida
$1.5M
SFPM
715
Sensible Financial Planning & Management
Massachusetts
$1.5M -$52.5K -1,162 -3%
B
716
Barings
North Carolina
$1.49M
CPA
717
Clear Perspective Advisors
Illinois
$1.48M -$143K -3,157 -8%
First Trust Advisors
718
First Trust Advisors
Illinois
$1.48M -$75.8K -1,678 -5%
OCM
719
One Capital Management
California
$1.48M -$42.4K -938 -3%
CCP
720
Cardan Capital Partners
Colorado
$1.47M +$76.9K +1,702 +5%
NPA
721
Nichols & Pratt Advisers
Massachusetts
$1.46M -$63.2K -1,400 -4%
1WA
722
180 Wealth Advisors
Washington
$1.46M -$179K -3,955 -10%
KWM
723
Kingsview Wealth Management
Oregon
$1.45M +$282K +6,254 +22%
First Manhattan
724
First Manhattan
New York
$1.44M +$495K +10,970 +47%
AAM
725
Aureus Asset Management
Massachusetts
$1.43M +$77.8K +1,723 +5%

VWO Hedge Fund Activity: Q2 2018 in Review

1,272 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q2 2018, worth a combined $38.7B — down 9.5% from $42.7B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of VWO and 60 opened new positions — a net loss of 29 holders — while 468 trimmed existing stakes and 622 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $765M. The largest seller was United Services Automobile Association, cutting an estimated $217M.

  • 1,272 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q2 2018, down from 1,317 in Q1 2018.
  • Funds reported $38.7B of Vanguard FTSE Emerging Markets ETF stock for Q2 2018, down 9.5% quarter-over-quarter.
  • 60 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q2 2018 and 89 closed out, a net change of -29 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $765M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q2 2018 was United Services Automobile Association, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2018.