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Vanguard FTSE Emerging Markets ETF

1,451 hedge funds and large institutions have $31.2B invested in Vanguard FTSE Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 627 increasing their positions, 640 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 62.99%63.49% (+0.5%)

2% less repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 640

7% less funds holding

Funds holding: 1,5531,451 (-102)

11% less funds holding in top 10

Funds holding in top 10: 237210 (-27)

26% less capital invested

Capital invested by funds: $42.3B → $31.2B (-$11.2B)

40% less call options, than puts

Call options by funds: $74.5M | Put options by funds: $124M

43% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 175

Holders
1,451
Holders Change
-102
Holders Change %
-6.57%
% of All Funds
31.97%
Holding in Top 10
210
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.39%
% of All Funds
4.63%
New
99
Increased
627
Reduced
640
Closed
175
Calls
$74.5M
Puts
$124M
Net Calls
-$49M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
KFBMI
701
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.85M
LWA
702
LWS Wealth Advisors
New Jersey
$1.84M +$1.63M +40,101 +271%
MAM
703
Meeder Asset Management
Ohio
$1.83M +$465K +11,405 +26%
IWC
704
Integrated Wealth Concepts
Massachusetts
$1.83M +$47.1K +1,156 +2%
MA
705
Mutual Advisors
Nebraska
$1.82M +$1.16M +28,524 +110%
RC
706
Roundview Capital
New Jersey
$1.81M +$124K +3,043 +6%
ACM
707
Advisors Capital Management
New Jersey
$1.81M +$2.2M +53,902 New
OWM
708
Orgel Wealth Management
Wisconsin
$1.81M -$577K -14,149 -21%
PP
709
Palladium Partners
Virginia
$1.8M -$129K -3,173 -6%
DWT
710
Dorsey & Whitney Trust
South Dakota
$1.8M -$187K -4,580 -8%
IWA
711
Intercontinental Wealth Advisors
Texas
$1.79M +$401K +9,842 +23%
AC
712
Alley Company
Illinois
$1.78M +$68.7K +1,686 +3%
FNBOSM
713
First National Bank of South Miami
Florida
$1.77M -$118K -2,883 -5%
PFA
714
Paradigm Financial Advisors
Missouri
$1.77M +$266K +6,532 +14%
OAM
715
Occidental Asset Management
California
$1.77M -$692K -16,964 -24%
PA
716
PFG Advisors
Arizona
$1.77M +$383K +9,384 +23%
CTA
717
Chesley Taft & Associates
Illinois
$1.76M -$421K -10,327 -16%
CA
718
Clearstead Advisors
Ohio
$1.76M +$1.01M +24,680 +89%
GC
719
Gilbert & Cook
Iowa
$1.76M -$196K -4,805 -8%
P
720
&Partners
Tennessee
$1.76M +$1.64M +40,314 +332%
GG
721
Gleason Group
Kentucky
$1.76M +$44.3K +1,087 +2%
MWA
722
Moser Wealth Advisors
Washington
$1.74M -$136K -3,338 -6%
MM
723
Main Management
California
$1.73M +$239K +5,863 +13%
MMHP
724
Murphy Middleton Hinkle & Parker
Georgia
$1.72M -$102K -2,492 -5%
FPIS
725
Financial Planning & Information Services
Wisconsin
$1.71M +$42.7K +1,047 +2%

VWO Hedge Fund Activity: Q1 2020 in Review

1,451 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q1 2020, worth a combined $31.2B — down 26% from $42.3B a quarter earlier.

Sellers outnumbered buyers: 175 funds closed out of VWO and 99 opened new positions — a net loss of 76 holders — while 640 trimmed existing stakes and 627 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $341M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $569M sold.

  • 1,451 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q1 2020, down from 1,553 in Q4 2019.
  • Funds reported $31.2B of Vanguard FTSE Emerging Markets ETF stock for Q1 2020, down 26% quarter-over-quarter.
  • 99 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q1 2020 and 175 closed out, a net change of -76 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q1 2020 was Charles Schwab, an estimated $341M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $569M sold.

Based on aggregated 13F filings for Q1 2020.