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Vanguard Emerging Markets Government Bond ETF

337 hedge funds and large institutions have $2.78B invested in Vanguard Emerging Markets Government Bond ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $4.46M | Put options by funds: $1.7M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

17% more capital invested

Capital invested by funds: $2.38B → $2.78B (+$398M)

9% more funds holding

Funds holding: 308337 (+29)

3.98% more ownership

Funds ownership: 72.07%76.05% (+4%)

0% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 120

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
337
Holders Change
+29
Holders Change %
+9.42%
% of All Funds
4.91%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
63
Increased
120
Reduced
120
Closed
31
Calls
$4.46M
Puts
$1.7M
Net Calls
+$2.76M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Archvest Wealth Advisors
California
$2.7M +$1.87M +31,030 +275%
NP
102
Nilsine Partners
Colorado
$2.68M +$331K +5,499 +15%
DB
103
Dravo Bay
Delaware
$2.65M -$98.4K -1,633 -4%
DAS
104
Dynamic Advisor Solutions
Arizona
$2.64M +$346K +5,740 +16%
TPI
105
Trust Point Inc
Wisconsin
$2.63M +$2.49M +41,316 New
LFA
106
Landmark Financial Advisors
Kentucky
$2.56M +$97K +1,609 +4%
PWM
107
Perigon Wealth Management
California
$2.54M +$150K +2,486 +7%
AI
108
Atria Investments
North Carolina
$2.48M -$931K -15,446 -28%
AFS
109
Axiom Financial Strategies
Indiana
$2.44M +$904 +15 +0%
VCM
110
Verde Capital Management
Michigan
$2.37M -$538K -8,920 -19%
RRWA
111
Rainey & Randall Wealth Advisors
Florida
$2.34M +$247K +4,104 +13%
MWM
112
Mission Wealth Management
California
$2.25M -$291K -4,834 -12%
Comerica Bank
113
Comerica Bank
Texas
$2.23M +$587K +9,747 +39%
SFS
114
Security Financial Services
Indiana
$2.2M +$36K +597 +2%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$2.18M -$752K -12,477 -27%
CWM
116
Congress Wealth Management
Massachusetts
$2.14M -$134K -2,216 -6%
RPCA
117
Running Point Capital Advisors
California
$2.09M -$2.43M -40,299 -55%
RLIM
118
Red Lighthouse Investment Management
New York
$2.08M -$17.7K -293 -0.9%
EFS
119
Econ Financial Services
Pennsylvania
$2.01M -$16.8K -278 -0.9%
PS
120
Principal Securities
Iowa
$1.99M +$1.88M +31,144 New
PPP
121
Private Portfolio Partners
New Jersey
$1.95M +$95.6K +1,587 +5%
DI
122
Disciplined Investments
Oklahoma
$1.89M -$126K -2,089 -7%
Jane Street
123
Jane Street
New York
$1.79M +$1.69M +28,061 New
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$1.78M -$1.48M -24,603 -47%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$1.78M -$176K -2,920 -9%

VWOB Hedge Fund Activity: Q4 2023 in Review

337 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Emerging Markets Government Bond ETF (VWOB) for Q4 2023, worth a combined $2.78B — up 17% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VWOB positions and 31 closed out — a net gain of 32 holders — while 120 added to existing stakes and 120 trimmed.

The largest buyer was Morningstar Investment Services, adding an estimated $52.1M. The largest seller was Ameriprise, cutting an estimated $15.8M.

  • 337 institutional investors held Vanguard Emerging Markets Government Bond ETF (VWOB) as of Q4 2023, up from 308 in Q3 2023.
  • Funds reported $2.78B of Vanguard Emerging Markets Government Bond ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 63 funds opened new Vanguard Emerging Markets Government Bond ETF positions in Q4 2023 and 31 closed out, a net change of +32 holders.
  • The largest Vanguard Emerging Markets Government Bond ETF buyer in Q4 2023 was Morningstar Investment Services, an estimated $52.1M added.
  • The largest Vanguard Emerging Markets Government Bond ETF seller in Q4 2023 was Ameriprise, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2023.