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Vanguard FTSE Emerging Markets ETF

1,451 hedge funds and large institutions have $31.2B invested in Vanguard FTSE Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 627 increasing their positions, 640 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 62.99%63.49% (+0.5%)

2% less repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 640

7% less funds holding

Funds holding: 1,5531,451 (-102)

11% less funds holding in top 10

Funds holding in top 10: 237210 (-27)

26% less capital invested

Capital invested by funds: $42.3B → $31.2B (-$11.2B)

40% less call options, than puts

Call options by funds: $74.5M | Put options by funds: $124M

43% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 175

Holders
1,451
Holders Change
-102
Holders Change %
-6.57%
% of All Funds
31.97%
Holding in Top 10
210
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.39%
% of All Funds
4.63%
New
99
Increased
627
Reduced
640
Closed
175
Calls
$74.5M
Puts
$124M
Net Calls
-$49M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
3C
1276
361 Capital
Colorado
$239K -$213K -5,231 -42%
MCM
1277
Maxim Capital Management
California
$239K +$291K +7,137 New
Financial Engines Advisors
1278
Financial Engines Advisors
California
$239K +$291K +7,140 New
LRIA
1279
Leonard Rickey Investment Advisors
Washington
$234K -$12.7K -312 -4%
BWA
1280
Beam Wealth Advisors
Louisiana
$231K -$20.1K -492 -7%
TW
1281
TrinityPoint Wealth
Connecticut
$228K +$20.2K +495 +8%
LRPA
1282
L. Roy Papp & Associates
Arizona
$227K -$72.4K -1,775 -21%
LWS
1283
Lucia Wealth Services
California
$226K +$79.8K +1,957 +41%
PWM
1284
Paulson Wealth Management
Illinois
$225K -$226K -5,539 -46%
ACG
1285
Allen Capital Group
Nebraska
$225K -$107K -2,628 -28%
LA
1286
Legacy Advisors
Pennsylvania
$224K -$290K -7,103 -52%
BCM
1287
Brookmont Capital Management
Texas
$224K
MSAM
1288
Moloney Securities Asset Management
Missouri
$223K -$225K -5,518 -45%
HSWM
1289
Hubbell Strickland Wealth Management
Louisiana
$223K -$11.7K -286 -4%
EBT
1290
Enterprise Bank & Trust
Massachusetts
$222K -$77.4K -1,899 -22%
HCIA
1291
Hochman Cole Investment Advisors
Illinois
$221K -$90.7K -2,225 -25%
CFN
1292
Cordasco Financial Network
Florida
$221K -$856 -21 -0.3%
POIA
1293
Pin Oak Investment Advisors
Texas
$221K
AWA
1294
Arkadios Wealth Advisors
Georgia
$219K +$42.1K +1,032 +19%
ECM
1295
EagleClaw Capital Management
Massachusetts
$219K
SNBOSCI
1296
Security National Bank of Sioux City Iowa
Iowa
$218K -$245K -6,000 -48%
NIM
1297
Nexus Investment Management
Ontario, Canada
$218K
PWPS
1298
Pinnacle Wealth Planning Services
Ohio
$217K -$13.9K -340 -5%
FFBTD
1299
First Financial Bank - Trust Division
Ohio
$217K
KFA
1300
Kays Financial Advisory
Georgia
$217K +$264K +6,467 New

VWO Hedge Fund Activity: Q1 2020 in Review

1,451 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q1 2020, worth a combined $31.2B — down 26% from $42.3B a quarter earlier.

Sellers outnumbered buyers: 175 funds closed out of VWO and 99 opened new positions — a net loss of 76 holders — while 640 trimmed existing stakes and 627 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $341M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $569M sold.

  • 1,451 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q1 2020, down from 1,553 in Q4 2019.
  • Funds reported $31.2B of Vanguard FTSE Emerging Markets ETF stock for Q1 2020, down 26% quarter-over-quarter.
  • 99 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q1 2020 and 175 closed out, a net change of -76 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q1 2020 was Charles Schwab, an estimated $341M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $569M sold.

Based on aggregated 13F filings for Q1 2020.