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Vanguard FTSE Emerging Markets ETF

1,082 hedge funds and large institutions have $34.4B invested in Vanguard FTSE Emerging Markets ETF in 2017 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 620 increasing their positions, 274 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 274

82% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 45

35% more call options, than puts

Call options by funds: $199M | Put options by funds: $148M

10% more capital invested

Capital invested by funds: $31.3B → $34.4B (+$3.05B)

4% more funds holding in top 10

Funds holding in top 10: 186194 (+8)

2% more funds holding

Funds holding: 1,0601,082 (+22)

0.16% more ownership

Funds ownership: 61.7%61.85% (+0.16%)

Holders
1,082
Holders Change
+22
Holders Change %
+2.08%
% of All Funds
26.97%
Holding in Top 10
194
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.3%
% of All Funds
4.84%
New
82
Increased
620
Reduced
274
Closed
45
Calls
$199M
Puts
$148M
Net Calls
+$51.7M
Net Calls Change
+$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ABFS
1026
Appropriate Balance Financial Services
Washington
$84.2K +$3.36K +83 +2%
IAS
1027
INR Advisory Services
Pennsylvania
$75K -$30.7K -757 -29%
WOC
1028
West Oak Capital
California
$67.5K +$44.6K +1,100 +199%
AA
1029
AlphaMark Advisors
Kentucky
$59K +$1.62K +40 +3%
PO
1030
Private Ocean
California
$58K -$34.7K -855 -38%
VNA
1031
Valley National Advisers
Pennsylvania
$51K
MCIA
1032
Mountain Capital Investment Advisors
Colorado
$49K +$48.7K +1,202 New
ClearBridge Investments
1033
ClearBridge Investments
New York
$44K
OSNBOA
1034
Old Second National Bank of Aurora
Illinois
$44K +$4.86K +120 +12%
TRCT
1035
Tower Research Capital (TRC)
New York
$41K -$8.11K -200 -17%
PMFA
1036
Plante Moran Financial Advisors
Michigan
$40K +$15.9K +392 +68%
PCIG
1037
Partners Capital Investment Group
Massachusetts
$38K +$243 +6 +0.7%
CT
1038
Clearstead Trust
Maine
$37K +$36.5K +900 New
LJHT
1039
Laurie J. Hall Trustee
$36.7K
TDC
1040
Thompson Davis & Co
Virginia
$35K -$1.91K -47 -5%
CDIA
1041
Capital Directions Investment Advisors
Georgia
$32K +$31.7K +782 New
TSW
1042
Thompson Siegel & Walmsley
Virginia
$30K
EWM
1043
Edge Wealth Management
New York
$28K -$34.4K -848 -55%
ACM
1044
AlphaStar Capital Management
North Carolina
$25K +$24.8K +613 New
EFSCE
1045
Enterprise Financial Services Corp (EFSC)
Missouri
$24K
JGIA
1046
Jackson Grant Investment Advisers
Connecticut
$24K +$23.5K +580 New
FCMT
1047
Founders Capital Management (Texas)
Texas
$23K -$8.11K -200 -27%
HT
1048
Hefren-Tillotson
Pennsylvania
$23K +$13.4K +330 +140%
LWA
1049
Lowe Wealth Advisors
Maryland
$21K
BCFS
1050
Butensky & Cohen Financial Security
Florida
$20K

VWO Hedge Fund Activity: Q2 2017 in Review

1,082 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q2 2017, worth a combined $34.4B — up 9.7% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VWO positions and 45 closed out — a net gain of 37 holders — while 620 added to existing stakes and 274 trimmed.

The largest buyer was Vanguard Group, adding an estimated $318M. The largest seller was Yale University, exiting entirely with an estimated $345M sold.

  • 1,082 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q2 2017, up from 1,060 in Q1 2017.
  • Funds reported $34.4B of Vanguard FTSE Emerging Markets ETF stock for Q2 2017, up 9.7% quarter-over-quarter.
  • 82 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q2 2017 and 45 closed out, a net change of +37 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q2 2017 was Vanguard Group, an estimated $318M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q2 2017 was Yale University, an estimated $345M sold.

Based on aggregated 13F filings for Q2 2017.