We are live on ! Find out more
VWO icon

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
KWA
1601
KCS Wealth Advisory
California
-$204K -4,596 Closed
FAM
1602
Formidable Asset Management
Ohio
-$205K -4,581 Closed
BHTS
1603
Bar Harbor Trust Services
Maine
-$203K -4,572 Closed
UFF
1604
USA Financial Formulas
Michigan
-$188K -4,227 Closed
PA
1605
PSI Advisors
Florida
-$178K -4,010 Closed
WQ
1606
Wealth Quarterback
New Jersey
-$98 -3,734 Closed
PWP
1607
Personal Wealth Partners
Minnesota
-$149K -3,343 Closed
HWM
1608
Howard Wealth Management
Connecticut
-$133K -2,999 Closed
ICM
1609
Islay Capital Management
Texas
-$123K -2,765 Closed
DC
1610
DeDora Capital
California
-$119K -2,687 Closed
IBOK
1611
Independence Bank of Kentucky
Kentucky
-$88K -1,985 Closed
SIM
1612
Sonora Investment Management
Arizona
-$54K -1,203 Closed
RMAM
1613
Raab & Moskowitz Asset Management
New Jersey
-$49K -1,116 Closed
BDWM
1614
Brewin Dolphin Wealth Management
Ireland
-$44.5K -1,000 Closed
HCA
1615
Horan Capital Advisors
Ohio
-$28K -640 Closed
AA
1616
Argent Advisors
Louisiana
-$25K -556 Closed
PCA
1617
Providence Capital Advisors
North Carolina
-$23K -506 Closed
SFG
1618
Sowa Financial Group
Rhode Island
-$18K -401 Closed
LWM
1619
Lionsbridge Wealth Management
Florida
-$16K -365 Closed
LFA
1620
Lighthouse Financial Advisors
Maryland
-$8K -191 Closed
PCA
1621
Peddock Capital Advisors
Massachusetts
-$7K -147 Closed
CHAM
1622
Clear Harbor Asset Management
Connecticut
-$4.31K -97 Closed
RCA
1623
Ranch Capital Advisors
Florida
-$3.18K -78 -78%
ACM
1624
Allred Capital Management
Texas
-$3.33K -75 Closed
KWM
1625
Keebeck Wealth Management
Illinois
-$2K -59 Closed

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.