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Vanguard FTSE Emerging Markets ETF

1,902 hedge funds and large institutions have $51B invested in Vanguard FTSE Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 771 increasing their positions, 746 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 258 | Existing positions closed: 98

21% more capital invested

Capital invested by funds: $42B → $51B (+$8.98B)

10% more funds holding in top 10

Funds holding in top 10: 225247 (+22)

7% more funds holding

Funds holding: 1,7821,902 (+120)

1.59% more ownership

Funds ownership: 66.37%67.96% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 771 | Existing positions reduced: 746

2% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $68.4M

Holders
1,902
Holders Change
+120
Holders Change %
+6.73%
% of All Funds
30.57%
Holding in Top 10
247
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+9.78%
% of All Funds
3.97%
New
258
Increased
771
Reduced
746
Closed
98
Calls
$69.7M
Puts
$68.4M
Net Calls
+$1.32M
Net Calls Change
-$58.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Colony Group
Massachusetts
$74.9M +$49.4M +1,295,438 +207%
Cerity Partners
77
Cerity Partners
New York
$72.5M +$25.2M +660,643 +64%
LNC
78
Lincoln National Corp
Pennsylvania
$72.2M +$2.94M +77,144 +4%
LGWM
79
Litman Gregory Wealth Management
California
$70.3M -$3.27M -85,731 -5%
MML Investors Services
80
MML Investors Services
Massachusetts
$70.1M +$5.08M +133,181 +8%
FFW
81
Fusion Family Wealth
New York
$69.9M +$32.3M +846,646 +89%
EPM
82
Elm Partners Management
Pennsylvania
$69.8M +$7.05M +184,865 +12%
BBA
83
BLB&B Advisors
Pennsylvania
$69.7M -$7.54M -197,811 -10%
EWA
84
EP Wealth Advisors
California
$68.5M +$17.5M +457,810 +35%
EI
85
Ellevest Inc
New York
$66.5M +$8.01M +210,124 +14%
CCM
86
Coldstream Capital Management
Washington
$64.6M +$63.2M +1,656,305 New
BPWM
87
Badgley Phelps Wealth Managers
Washington
$64.5M -$7.33M -192,376 -10%
Allspring Global Investments
88
Allspring Global Investments
North Carolina
$63.3M +$3.63M +95,258 +6%
Brown Advisory
89
Brown Advisory
Maryland
$63.2M +$4.77M +125,057 +8%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$62.8M -$2.83M -74,341 -4%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$62.5M +$2.11M +55,322 +4%
CAM
92
Cresset Asset Management
Illinois
$62.2M +$38.8M +1,017,692 +174%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$56.6M -$6.48M -169,969 -10%
Truist Financial
94
Truist Financial
North Carolina
$55.8M -$8.61M -225,915 -14%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$55.6M +$39M +1,021,630 +253%
KIM
96
Karpus Investment Management
New York
$54.9M +$26M +681,160 +94%
MIS
97
Morningstar Investment Services
Illinois
$54.5M -$352K -9,230 -0.7%
CTB
98
Country Trust Bank
Illinois
$53.9M -$1.33M -34,987 -2%
WJA
99
Willis Johnson & Associates
Texas
$52.3M +$3.89M +101,921 +8%
Charles Schwab
100
Charles Schwab
California
$51.8M +$2.54M +66,667 +5%

VWO Hedge Fund Activity: Q4 2022 in Review

1,902 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q4 2022, worth a combined $51B — up 21% from $42B a quarter earlier.

Buyers outnumbered sellers: 258 funds opened new VWO positions and 98 closed out — a net gain of 160 holders — while 771 added to existing stakes and 746 trimmed.

The largest buyer was Betterment LLC, adding an estimated $215M. The largest seller was Wealthfront Advisers, cutting an estimated $111M.

  • 1,902 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q4 2022, up from 1,782 in Q3 2022.
  • Funds reported $51B of Vanguard FTSE Emerging Markets ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 258 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q4 2022 and 98 closed out, a net change of +160 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q4 2022 was Betterment LLC, an estimated $215M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q4 2022 was Wealthfront Advisers, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2022.