See Which Of The Latest 13F Filers Holds VWO

At Holdings Channel, we have reviewed the latest batch of the 56 most recent 13F filings for the 12/31/2024 reporting period, and noticed that Vanguard International Equity Index Funds – Vanguard FTSE Emerging Markets Exchange Traded Fund (Symbol: VWO) was held by 24 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in VWO positions, for this latest batch of 13F filers:

Fund	New Position?	Change In Share Count	Change In Market Value ($ in 1000’s)
Stephenson & Company Inc.	Existing	+7,515	–$48
Custom Index Systems LLC	Existing	+590	–$145
Heck Capital Advisors LLC	NEW	+300	+$13
Austin Private Wealth LLC	Existing	+2,079	–$1,063
Swmg LLC	Existing	+864	+$6
GFS Advisors LLC	Existing	+3,673	–$1,569
Caprock Group LLC	Existing	+8,754	–$1,981
OFC Financial Planning LLC	NEW	+28,132	+$1,239
Alpha Omega Wealth Management LLC	Existing	UNCH	–$47
Evermay Wealth Management LLC	Existing	–287	–$152
Litman Gregory Wealth Management LLC	Existing	–80,014	–$7,300
Manuka Financial LLC	NEW	+61,977	+$2,729
Five Pine Wealth Management	NEW	+5,235	+$231
Concord Wealth Partners	Existing	–1,244	–$72
Chicago Partners Investment Group LLC	Existing	+668	–$99
Waldron Private Wealth LLC	Existing	+1,240	–$264
Everett Harris & Co. CA	Existing	–172	–$88
Total Clarity Wealth Management Inc.	Existing	–3,141	–$199
Brown Financial Advisory	Existing	UNCH	–$24
RHS Financial LLC	Existing	+717	–$53
N.E.W. Advisory Services LLC	Existing	+2,606	+$6
Factory Mutual Insurance Co.	Existing	UNCH	–$107
SeaBridge Investment Advisors LLC	Existing	+2,211	+$56
KG&L Capital Management LLC	Existing	+327	–$21
Aggregate Change:		+42,030	–$8,952

In terms of shares owned, we count 12 of the above funds having increased existing VWO positions from 09/30/2024 to 12/31/2024, with 5 having decreased their positions and 4 new positions. Worth noting is that Destiny Wealth Partners LLC, included in this recent batch of 13F filers, exited VWO common stock as of 12/31/2024.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the VWO share count in the aggregate among all of the funds which held VWO at the 12/31/2024 reporting period (out of the 1,610 we looked at in total). We then compared that number to the sum total of VWO shares those same funds held back at the 09/30/2024 period, to see how the aggregate share count held by hedge funds has moved for VWO. We found that between these two periods, funds increased their holdings by 888,586 shares in the aggregate, from 81,069,725 up to 81,958,311 for a share count increase of approximately 1.10%. The overall top three funds holding VWO on 12/31/2024 were:

We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Vanguard International Equity Index Funds – Vanguard FTSE Emerging Markets Exchange Traded Fund (Symbol: VWO).

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