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Vanguard FTSE Emerging Markets ETF

1,902 hedge funds and large institutions have $51B invested in Vanguard FTSE Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 771 increasing their positions, 746 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 258 | Existing positions closed: 98

21% more capital invested

Capital invested by funds: $42B → $51B (+$8.98B)

10% more funds holding in top 10

Funds holding in top 10: 225247 (+22)

7% more funds holding

Funds holding: 1,7821,902 (+120)

1.59% more ownership

Funds ownership: 66.37%67.96% (+1.6%)

3% more repeat investments, than reductions

Existing positions increased: 771 | Existing positions reduced: 746

2% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $68.4M

Holders
1,902
Holders Change
+120
Holders Change %
+6.73%
% of All Funds
30.57%
Holding in Top 10
247
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+9.78%
% of All Funds
3.97%
New
258
Increased
771
Reduced
746
Closed
98
Calls
$69.7M
Puts
$68.4M
Net Calls
+$1.32M
Net Calls Change
-$58.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1301
Morton Capital Management
California
$639K +$257K +6,745 +70%
VWA
1302
Visionary Wealth Advisors
Illinois
$639K -$2.59M -67,877 -81%
RFP
1303
RCS Financial Planning
Maryland
$633K +$620K +16,251 New
FVCM
1304
F&V Capital Management
Florida
$631K
RF
1305
RHS Financial
California
$628K -$12.2K -321 -2%
HHGA
1306
Halbert Hargrove Global Advisors
California
$627K -$2.33K -61 -0.4%
SFS
1307
Summit Financial Strategies
Ohio
$626K +$133K +3,500 +28%
ETS
1308
ESL Trust Services
New York
$623K +$114K +2,993 +23%
WA
1309
Wealth Architects
California
$620K -$6.94K -182 -1%
Luther King Capital Management (LKCM)
1310
Luther King Capital Management (LKCM)
Texas
$619K
BFIM
1311
Beese Fulmer Investment Management
Ohio
$619K -$57K -1,495 -9%
YIA
1312
YHB Investment Advisors
Connecticut
$617K -$137K -3,582 -18%
IFG
1313
Independent Financial Group
California
$617K +$18.8K +494 +3%
DCM
1314
Dimension Capital Management
Florida
$615K -$5.3K -139 -0.9%
ULWM
1315
Upper Left Wealth Management
Florida
$615K -$171K -4,487 -22%
KA
1316
Kovack Advisors
Florida
$613K -$68.6K -1,798 -10%
HCA
1317
Horan Capital Advisors
Ohio
$612K -$381 -10 -0.1%
EWA
1318
Etesian Wealth Advisors
Oregon
$610K +$597K +15,654 New
KFGK
1319
Keystone Financial Group (Kentucky)
Kentucky
$609K -$17K -447 -3%
PP
1320
Prosperity Planning
Missouri
$604K
TA
1321
TFG Advisers
Michigan
$604K -$197K -5,164 -25%
AOWM
1322
Alpha Omega Wealth Management
Virginia
$604K -$23.1K -605 -4%
BRM
1323
Boston Research & Management
Massachusetts
$601K +$13.2K +347 +2%
MLA
1324
My Legacy Advisors
Oregon
$598K -$352K -9,231 -39%
RW
1325
RVW Wealth
California
$593K +$580K +15,215 New

VWO Hedge Fund Activity: Q4 2022 in Review

1,902 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q4 2022, worth a combined $51B — up 21% from $42B a quarter earlier.

Buyers outnumbered sellers: 258 funds opened new VWO positions and 98 closed out — a net gain of 160 holders — while 771 added to existing stakes and 746 trimmed.

The largest buyer was Betterment LLC, adding an estimated $215M. The largest seller was Wealthfront Advisers, cutting an estimated $111M.

  • 1,902 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q4 2022, up from 1,782 in Q3 2022.
  • Funds reported $51B of Vanguard FTSE Emerging Markets ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 258 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q4 2022 and 98 closed out, a net change of +160 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q4 2022 was Betterment LLC, an estimated $215M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q4 2022 was Wealthfront Advisers, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2022.