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Vanguard FTSE Emerging Markets ETF

1,553 hedge funds and large institutions have $42.3B invested in Vanguard FTSE Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 671 increasing their positions, 496 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 262 | Existing positions closed: 69

35% more repeat investments, than reductions

Existing positions increased: 671 | Existing positions reduced: 496

12% more funds holding in top 10

Funds holding in top 10: 211237 (+26)

12% more funds holding

Funds holding: 1,3851,553 (+168)

11% more capital invested

Capital invested by funds: $38.1B → $42.3B (+$4.23B)

0.15% more ownership

Funds ownership: 62.85%62.99% (+0.15%)

29% less call options, than puts

Call options by funds: $99.9M | Put options by funds: $140M

Holders
1,553
Holders Change
+168
Holders Change %
+12.13%
% of All Funds
30.59%
Holding in Top 10
237
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.32%
% of All Funds
4.67%
New
262
Increased
671
Reduced
496
Closed
69
Calls
$99.9M
Puts
$140M
Net Calls
-$40.3M
Net Calls Change
-$9.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1426
Reilly Financial Advisors
California
$203K -$17K -401 -8%
BHTS
1427
Bar Harbor Trust Services
Maine
$203K +$194K +4,572 New
FWP
1428
FAS Wealth Partners
Kansas
$191K +$182K +4,292 New
FM
1429
Family Management
New York
$190K -$13.1K -310 -7%
UFF
1430
USA Financial Formulas
Michigan
$188K +$179K +4,227 New
EWM
1431
Edge Wealth Management
New York
$185K +$2.12K +50 +1%
BWL
1432
Bogart Wealth LLC
Virginia
$183K
PA
1433
PSI Advisors
Florida
$178K +$170K +4,010 New
CBT
1434
Capital Bank & Trust
California
$168K -$36.3K -857 -18%
LWCFA
1435
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$167K -$6.23K -147 -4%
IWMA
1436
Ironwood Wealth Management (Arizona)
Arizona
$167K
TFO
1437
Tarbox Family Office
California
$167K
BFC
1438
Bedel Financial Consulting
Indiana
$165K -$459K -10,827 -75%
DOA
1439
D'Orazio & Associates
Virginia
$165K +$2.67K +63 +2%
SAM
1440
S.A. Mason
Michigan
$164K +$157K +3,699 New
IF
1441
Ironwood Financial
Arizona
$154K
PWP
1442
Personal Wealth Partners
Minnesota
$149K +$33K +780 +30%
MFT
1443
Moisand Fitzgerald Tamayo
Florida
$147K
RFM
1444
Royal Fund Management
Florida
$135K -$1.7K -40 -1%
HWM
1445
Howard Wealth Management
Connecticut
$133K +$127K +2,999 New
JCM
1446
Jacobi Capital Management
Pennsylvania
$131K +$1.36K +32 +1%
FWM
1447
Focused Wealth Management
New York
$123K +$99.9K +2,359 +568%
ICM
1448
Islay Capital Management
Texas
$123K +$117K +2,765 New
PA
1449
Procyon Advisors
Connecticut
$119K +$113K +2,672 New
DC
1450
DeDora Capital
California
$119K +$114K +2,687 New

VWO Hedge Fund Activity: Q4 2019 in Review

1,553 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q4 2019, worth a combined $42.3B — up 11% from $38.1B a quarter earlier.

Buyers outnumbered sellers: 262 funds opened new VWO positions and 69 closed out — a net gain of 193 holders — while 671 added to existing stakes and 496 trimmed.

The largest buyer was South Dakota Investment Council, adding an estimated $201M. The largest seller was Bridgewater Associates, cutting an estimated $535M.

  • 1,553 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q4 2019, up from 1,385 in Q3 2019.
  • Funds reported $42.3B of Vanguard FTSE Emerging Markets ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 262 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q4 2019 and 69 closed out, a net change of +193 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q4 2019 was South Dakota Investment Council, an estimated $201M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q4 2019 was Bridgewater Associates, an estimated $535M sold.

Based on aggregated 13F filings for Q4 2019.