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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
CHA
1101
Cooper/Haims Advisors
New York
$281K +$23K +510 +8%
CCA
1102
Cobblestone Capital Advisors
New York
$281K +$53.2K +1,177 +21%
WCM
1103
Weatherstone Capital Management
Colorado
$280K -$4.33M -95,825 -94%
PA
1104
Prism Advisors
California
$280K
PCIA
1105
Prime Capital Investment Advisors
Kansas
$280K +$190K +4,200 +173%
OBWP
1106
O'Brien Wealth Partners
Massachusetts
$278K -$33.6K -744 -10%
AA
1107
Advisory Alpha
Michigan
$276K -$135K -2,990 -51%
PL
1108
Plancorp LLC
Missouri
$275K
LWM
1109
Lenox Wealth Management
Ohio
$273K +$32.1K +710 +12%
LC
1110
Lincoln Capital
Nebraska
$272K -$45K -996 -14%
WPA
1111
West Paces Advisors
Georgia
$269K
MGIA
1112
Moneta Group Investment Advisors
Missouri
$268K +$185K +4,086 +180%
MCM
1113
Maple Capital Management
Vermont
$264K +$3.43K +76 +1%
PV
1114
Private Vista
Illinois
$264K +$20.4K +452 +8%
KWMG
1115
King Wealth Management Group
Florida
$264K +$21.3K +471 +8%
OIA
1116
OneDigital Investment Advisors
Kansas
$264K +$87.7K +1,942 +45%
FPTW
1117
Franklin, Parlapiano, Turner & Welch
Texas
$261K
GCA
1118
Gradient Capital Advisors
California
$260K +$278K +6,165 New
BMCM
1119
Bryn Mawr Capital Management
Pennsylvania
$259K +$277K +6,127 New
CFN
1120
Cordasco Financial Network
Florida
$258K -$91.9K -2,035 -25%
CFA
1121
Carroll Financial Associates
North Carolina
$253K +$2.98K +66 +1%
AIM
1122
Advantage Investment Management
Iowa
$252K -$134K -2,960 -33%
UFF
1123
USA Financial Formulas
Michigan
$252K -$4.11K -91 -2%
NWP
1124
Northstar Wealth Partners
Connecticut
$252K +$50.9K +1,126 +23%
PP
1125
Prudential plc
United Kingdom
$248K +$54.2K +1,200 +26%

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.