Vanguard FTSE Emerging Markets ETF(VWO)- NYSEARCA
  • Tue, Aug. 16, 11:45 AM
    • Cash levels this month dipped to 5.4% from their 15-year high of 5.8% in July, according to the BAML Fund Manager Survey. Alongside, equity allocations rose to 9% overweight from 1% underweight.
    • Among the beneficiaries were emerging market stocks ([[EEM, VWO), where allocations rose to 13% overweight from 10% overweight a month earlier.
    • Froth? Not yet, says Michael Hartnett, as sentiment has moved from "fear," but not all the way to "greed." He expects further stock gains until a bond market tantrum interrupts things
    | Tue, Aug. 16, 11:45 AM | 2 Comments
  • Mon, Jun. 13, 2:35 PM
    • Vanguard Small-Cap ETF (NYSEARCA:VB) - $0.304. 30-Day Sec yield of 1.58% .
    • Vanguard FTSE Pacific ETF (NYSEARCA:VPL) - $0.457.
    • Vanguard FTSE Europe ETF (NYSEARCA:VGK) - $0.924.
    • Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) - $0.223.
    • Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT) - $0.151. 30-Day Sec yield of 0.84% .
    • Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) - $0.447. 30-Day Sec yield of 2.09% .
    • Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) - $0.530.
    • Payable June 20; for shareholders of record June 16; ex-div June 14. 30-Day SEC yield as of 06/10/2016.
    | Mon, Jun. 13, 2:35 PM | 3 Comments
  • Wed, Jun. 8, 9:22 AM
    | Wed, Jun. 8, 9:22 AM
  • Mon, Mar. 14, 5:25 PM
    | Mon, Mar. 14, 5:25 PM
  • Thu, Feb. 25, 11:14 AM
    • Led by chief economist Willem Buiter, Citi Research sees global growth of 2.5% this year - the same as 2015, but down 20 basis points from a forecast one month ago and 90 bps from a few months back. Factoring in "mismeasurement" in Chinese GDP, "genuine" global growth will barely clock in above 2%.
    • The risks to this forecast, however, are likely to the downside, says Buiter, meaning a growing chance of sub-2% growth, which could be termed a recession, or at least a growth recession.
    • How to play? The team no longer expects a significant rate hike cycle from the Fed, meaning the strong dollar (UUP, UDN) trade is done for.
    • Dollar weakness, however, makes emerging markets (EEM, VWO) look more attractive, and Citi raises EM to Overweight.
    • A weaker dollar also means yen (NYSEARCA:FXY) strength, so Citi cuts Japan (EWJ, DXJ) to Neutral.
    | Thu, Feb. 25, 11:14 AM | 2 Comments
  • Tue, Jan. 5, 3:13 PM
    • Investors pulled a record $72.6B, or 8% of AUM, from emerging market funds last year, according to EPFR, well more than the $39B pulled amid the global financial crisis in 2008.
    • 2015 was the third consecutive year of outflows, with $23B exiting in 2014 and $16B in 2013.
    • Since July, emerging market funds have seen outflows in 22 of 25 weeks.
    • Capitulation? Not yet, says Morgan Stanley's Jonathan Garner. In the current streak of nine straight weeks of outflows, $12.5B, or 1.7% of AUM has exited. It's typically taken outflows of more than 4% of AUM over a 10-week stretch to create a strong tactical buy signal for EM.
    • ETFs: EEM, VWO, EDC, EDZ, SCHE, IEMG, EMF, MSF, EEV, ADRE, EET, EUM, GMM, DBEM, EEME, EMCR, FEM, XSOE, EWEM, HEEM, EMLB, EMSA, EMFT, KEMP, LLEM, EDBI, KLEM, GEM
    | Tue, Jan. 5, 3:13 PM | 1 Comment
  • Dec. 18, 2015, 5:16 PM
    | Dec. 18, 2015, 5:16 PM
  • Dec. 18, 2015, 4:21 PM
    | Dec. 18, 2015, 4:21 PM | 10 Comments
  • Nov. 20, 2015, 12:53 PM
    • There have been emerging market equity fund outflows for 16 of the past 19 weeks, and debt fund outflows in 23 of the past 26, according to the latest fund flow data from BAML. Year-to-date fund outflows of $86B is tops since 2008.
    • For perspective, European equity funds have seen inflows for 25 of the past 27 weeks.
    • While China's devaluation complicates things, "humiliated emerging markets are ripe for a bounce as Fed expectations peak," says the team.
    • ETFs: EEM, VWO, DEM, EDC, ETF, FM, DGS, EDZ, SCHE, EEMV, IEMG, EEB, EDIV, EMF, MSF, DVYE, FRN, EWX, EEV, BIK
    | Nov. 20, 2015, 12:53 PM | 2 Comments
  • Nov. 17, 2015, 11:14 AM
    • The latest BAML fund manager survey shows 81% of pros expecting a rate hike in December, up from only 47% a month ago.
    • As a result, they're buying greenbacks, making the long dollar (NYSEARCA:UUP) trade the survey's most-crowded - with 32% overweighting the position. Next most-crowded are short commodity stocks (15% underweight) and short emerging market stocks (15% underweight).
    • BAML's Michael Hartnett says November is the "biggest long developed markets versus emerging markets (EEM, VWO) ever." It's also the second-largest overweight eurozone stocks ever, and the third-largest overweight bank names.
    • ETFs: UUP, UDN, FORX, USDU
    | Nov. 17, 2015, 11:14 AM | 3 Comments
  • Nov. 12, 2015, 12:13 PM
    | Nov. 12, 2015, 12:13 PM | 3 Comments
  • Nov. 2, 2015, 8:55 AM
    • The $50B Vanguard Emerging Markets Stock Index Fund (MUTF:VEIEX) and its ETF-cousin VWO today begin their move to becoming the first broad-based market-cap weighted index fund to include both all-cap exposure and China A-shares.
    • Both funds today will start tracking the FTSE Emerging Markets All Cap China A Inclusion Transition Index, and about a year from now, the new target index will have the same name, but with "transition" dropped.
    | Nov. 2, 2015, 8:55 AM
  • Oct. 12, 2015, 4:06 PM
    • "Many hard commodity prices are likely to suffer another leg down,” says Henry McVey, global head of macro and asset allocation at KKR. "We would view any recovery as a bounce, not a sustained re-acceleration in the Chinese economy, as the structural headwinds remain significant.”
    • Concerned over high debt levels and weakening currencies, McVey warned investors last May to steer clear of emerging market companies just ahead of a 20% decline in the MSCI emerging market gauge over the following four months.
    • "Looking at the big picture, our key conclusion from the trip [to Asia] is that the slowdown we are seeing in China is secular, not cyclical."
    • Previously: Goldman still not a buyer of commodity rally (Oct. 12)
    • ETFs: EEM, VWO, EDC, EDZ, SCHE, IEMG, EMF, MSF, EEV, ADRE, EET, EUM, GMM, DBEM, EEME, EMCR, FEM, XSOE, EWEM, HEEM, EMLB, EMSA, EMFT, KEMP, LLEM, GEM, KLEM
    | Oct. 12, 2015, 4:06 PM | 6 Comments
  • Oct. 6, 2015, 2:33 PM
    • "Our view is that we are in the beginning stages of the next contractionary cycle, and this cycle, similar to 1997-1998, is commencing on the emerging market side of the global imbalance," say the managers of Fortress' Convex Asia Fund. "We believe we are three weeks into what is likely an 18-plus month contractionary period, using past cycles as a guide.”
    • In this, the team at Fortress is joining a number of other investors, including Ray Dalio, who says the impact of EM losses will be more widespread than previous crisis thanks to more money now invested in those markets.
    • The Convex fund gained 3.2% in August, bringing YTD returns to 1.4%.
    • "Now is the time to be hedged," says Convex, predicting a "wild" next 18-24 months, particularly with the upcoming U.S. presidential election.
    • ETFs: EEM, VWO, EDC, EDZ, SCHE, IEMG, EMF, MSF, EEV, ADRE, EET, EUM, GMM, DBEM, EEME, EMCR, FEM, XSOE, EWEM, HEEM, EMLB, EMSA, EMFT, KEMP, LLEM, GEM, KLEM
    | Oct. 6, 2015, 2:33 PM | 5 Comments
  • Sep. 25, 2015, 10:35 AM
    • "Emerging market cyclical activity is weak, debt overhangs in China and other emerging markets will likely weigh on growth for some time," says the team at Goldman, cautious on EM even after recent big moves down.
    • Especially notable, says Goldman, is that the last Fed tightening cycle (2004-06) came amid strong emerging market growth and surging commodity prices. A Fed tightening cycle this time around will occur amid just the opposite conditions.
    • ETFs: EEM, VWO, EDC, EDZ, SCHE, IEMG, EMF, MSF, EEV, ADRE, EET, EUM, GMM, DBEM, EEME, EMCR, FEM, XSOE, EWEM, HEEM, EMLB, EMSA, EMFT, KEMP, KLEM
    | Sep. 25, 2015, 10:35 AM | 2 Comments
  • Sep. 24, 2015, 7:40 AM
    | Sep. 24, 2015, 7:40 AM
VWO Description
Vanguard FTSE Emerging Markets ETF seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries.
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