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
HCM
1026
Hilton Capital Management
New York
$395K +$422K +9,350 New
MIM
1027
Montgomery Investment Management
Maryland
$394K -$45.2K -1,000 -10%
BCM
1028
Buckhead Capital Management
Georgia
$390K -$309K -6,846 -43%
CWM
1029
Circle Wealth Management
New Jersey
$389K -$507K -11,227 -55%
CHA
1030
Carmichael Hill & Associates
Maryland
$388K -$3.21K -71 -0.8%
FNBTCON
1031
First National Bank & Trust Co of Newtown
Pennsylvania
$386K
MBA
1032
McQueen Ball & Associates
Pennsylvania
$381K +$3.07K +68 +0.8%
ADL
1033
Asset Dedication LLC
California
$381K +$12.7K +282 +3%
LNWWM
1034
Laird Norton Wetherby Wealth Management
California
$380K +$13.9K +308 +4%
IIC
1035
Ironwood Investment Counsel
Arizona
$376K -$27.6K -611 -6%
RFM
1036
Royal Fund Management
Florida
$375K +$18.5K +409 +5%
BW
1037
Bison Wealth
Georgia
$372K +$19.5K +432 +5%
RG
1038
Rikoon Group
New Mexico
$370K +$4.29K +95 +1%
APG
1039
Abacus Planning Group
South Carolina
$370K +$22.8K +505 +6%
MMA
1040
Miracle Mile Advisors
California
$369K +$395K +8,748 New
CIA
1041
Choate Investment Advisors
Massachusetts
$367K +$393K +8,699 New
EFS
1042
Essex Financial Services
Connecticut
$366K -$1.5M -33,233 -79%
OAJ
1043
Ogorek Anthony Joseph
New York
$364K -$64.8K -1,435 -14%
ACM
1044
Alta Capital Management
Utah
$363K +$389K +8,620 New
KFC
1045
Klingenstein Fields & Co
New York
$362K -$126K -2,780 -24%
LRPA
1046
L. Roy Papp & Associates
Arizona
$361K -$271 -6 -0.1%
BFO
1047
Biltmore Family Office
North Carolina
$361K
CBN
1048
Cadence Bank NA
Texas
$361K +$17.7K +391 +5%
RA
1049
RFG Advisory
Alabama
$359K -$122K -2,702 -24%
SMFS
1050
Squar Milner Financial Services
California
$358K +$13.8K +305 +4%

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.