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
IFA
1001
Interactive Financial Advisors
Illinois
$439K -$8.63M -191,002 -95%
ECAM
1002
East Coast Asset Management
Massachusetts
$436K -$56.4K -1,249 -11%
HR
1003
Howe & Rusling
New York
$436K -$20.4K -451 -4%
CI
1004
Chartist Inc
California
$435K
TFO
1005
Tarbox Family Office
California
$424K
ARMC
1006
American Research & Management Company
Massachusetts
$423K -$18.1K -400 -4%
SCA
1007
Snowden Capital Advisors
New York
$423K
CF
1008
Corrigan Financial
Rhode Island
$422K +$19.4K +429 +4%
AWM
1009
Altavista Wealth Management
North Carolina
$421K +$201K +4,448 +80%
ACS
1010
Archford Capital Strategies
Illinois
$419K +$448K +9,921 New
RWM
1011
RKL Wealth Management
Pennsylvania
$416K +$9.21K +204 +2%
HA
1012
Harbor Advisors
Florida
$414K
WIA
1013
Wealthstreet Investment Advisors
Texas
$414K
BFA
1014
Bragg Financial Advisors
North Carolina
$412K
GTAM
1015
Global Trust Asset Management
Florida
$412K +$13.1K +291 +3%
HCIA
1016
Hochman Cole Investment Advisors
Illinois
$409K +$45 +1 +0%
Luther King Capital Management (LKCM)
1017
Luther King Capital Management (LKCM)
Texas
$409K +$2.89K +64 +0.7%
BCM
1018
Brookstone Capital Management
Illinois
$408K -$3.94M -87,281 -90%
FA
1019
Fortis Advisors
Pennsylvania
$408K +$96K +2,125 +28%
ACA
1020
Anchor Capital Advisors
Massachusetts
$404K +$71.7K +1,588 +20%
SBIA
1021
Sheaff Brock Investment Advisors
Indiana
$402K -$47.4K -1,050 -10%
NRS
1022
Neville Rodie & Shaw
New York
$400K
PCTC
1023
Perkins Coie Trust Company
Washington
$399K -$5.87K -130 -1%
TL
1024
TrueWealth LLC
Georgia
$399K +$10.5K +232 +3%
PA
1025
Perennial Advisors
New York
$397K +$14.3K +316 +3%

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.