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Vanguard FTSE Emerging Markets ETF

2,050 hedge funds and large institutions have $53.4B invested in Vanguard FTSE Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 807 increasing their positions, 832 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 77

11% more capital invested

Capital invested by funds: $48B → $53.4B (+$5.36B)

7% more funds holding

Funds holding: 1,9132,050 (+137)

3.27% more ownership

Funds ownership: 66.8%70.07% (+3.3%)

3% less repeat investments, than reductions

Existing positions increased: 807 | Existing positions reduced: 832

4% less funds holding in top 10

Funds holding in top 10: 238228 (-10)

24% less call options, than puts

Call options by funds: $46.6M | Put options by funds: $61.5M

Holders
2,050
Holders Change
+137
Holders Change %
+7.16%
% of All Funds
29.88%
Holding in Top 10
228
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-4.2%
% of All Funds
3.32%
New
249
Increased
807
Reduced
832
Closed
77
Calls
$46.6M
Puts
$61.5M
Net Calls
-$14.8M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
2026
Colonial Trust Advisors
South Carolina
$4.09K +$595 +15 +18%
PFA
2027
Pathway Financial Advisers
Indiana
$4.03K
IRAG
2028
Investment Research & Advisory Group
Georgia
$4.03K +$3.89K +98 New
CA
2029
Centerpoint Advisors
Massachusetts
$4K -$198K -5,000 -98%
PWM
2030
Partnership Wealth Management
Maryland
$3.93K +$3.93K +99 New
HI
2031
Horizon Investments
North Carolina
$3.74K -$1.35K -34 -27%
CMA
2032
Cedar Mountain Advisors
Oregon
$3.66K
PP
2033
PFS Partners
New Jersey
$3.63K +$79 +2 +2%
PSB
2034
Piscataqua Savings Bank
New Hampshire
$3.04K
HFS
2035
HBC Financial Services
Washington
$3K +$1.27K +32 +71%
MAWCM
2036
Mine & Arao Wealth Creation & Management
California
$2.34K
SA
2037
SRH Advisors
Kansas
$2.1K
MIFH
2038
Migdal Insurance & Financial Holdings
Israel
$2K
SFA
2039
Semmax Financial Advisors
North Carolina
$1.97K -$1.59K -40 -45%
FPFS
2040
First Personal Financial Services
North Carolina
$1.56K
LAM
2041
Lummis Asset Management
Texas
$1.52K +$1.47K +37 New
GPFA
2042
Game Plan Financial Advisors
Ohio
$1.44K +$1.39K +35 New
WPWM
2043
Western Pacific Wealth Management
Illinois
$1.43K +$40 +1 +3%
TFA
2044
Transamerica Financial Advisors
Florida
$1K +$40 +1 +6%
RDFA
2045
Ritter Daniher Financial Advisory
Ohio
$946
PA
2046
PSI Advisors
Florida
$904
KHC
2047
Koesten Hirschmann & Crabtree
Kansas
$699 +$198 +5 +42%
TFG
2048
Team Financial Group
California
$493 +$476 +12 New
Allianz Asset Management
2049
Allianz Asset Management
Germany
$247 -$357K -9,000 -100%
BCPWM
2050
Bradley & Co Private Wealth Management
Florida
$247

VWO Hedge Fund Activity: Q4 2023 in Review

2,050 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q4 2023, worth a combined $53.4B — up 11% from $48B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new VWO positions and 77 closed out — a net gain of 172 holders — while 807 added to existing stakes and 832 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.66B. The largest seller was Vanguard Group, cutting an estimated $86.2M.

  • 2,050 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q4 2023, up from 1,913 in Q3 2023.
  • Funds reported $53.4B of Vanguard FTSE Emerging Markets ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 249 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q4 2023 and 77 closed out, a net change of +172 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.66B added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q4 2023 was Vanguard Group, an estimated $86.2M sold.

Based on aggregated 13F filings for Q4 2023.