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Vanguard Health Care ETF

563 hedge funds and large institutions have $2.73B invested in Vanguard Health Care ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more funds holding in top 10

Funds holding in top 10: 1829 (+11)

12% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 182

1.78% more ownership

Funds ownership: 32.73%34.5% (+1.8%)

1% less call options, than puts

Call options by funds: $5.81M | Put options by funds: $5.9M

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

1% less funds holding

Funds holding: 571563 (-8)

9% less capital invested

Capital invested by funds: $3B → $2.73B (-$262M)

Holders
563
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
12.41%
Holding in Top 10
29
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+61.11%
% of All Funds
0.64%
New
62
Increased
204
Reduced
182
Closed
65
Calls
$5.81M
Puts
$5.9M
Net Calls
-$83K
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
226
Csenge Advisory Group
Florida
$807K +$160K +875 +22%
FAIM
227
Financial Advocates Investment Management
Washington
$788K +$35.8K +196 +4%
GI
228
Glovista Investments
New Jersey
$787K +$55.7K +305 +7%
STA
229
Summit Trail Advisors
New York
$785K +$544K +2,975 +170%
PCM
230
Parsons Capital Management
Rhode Island
$783K -$12.2K -67 -1%
LNC
231
Lincoln National Corp
Pennsylvania
$780K +$78.6K +430 +10%
PCM
232
Poehling Capital Management
Wisconsin
$780K +$858K +4,697 New
DOA
233
D'Orazio & Associates
Virginia
$768K -$29.1M -159,316 -97%
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$761K -$131K -717 -14%
WPW
235
Waldron Private Wealth
Pennsylvania
$760K +$836K +4,577 New
PBF
236
Petix & Botte Financial
California
$753K -$101K -554 -11%
Nomura Asset Management
237
Nomura Asset Management
Japan
$751K +$56.5K +309 +7%
TPCW
238
TD Private Client Wealth
New York
$750K +$390K +2,133 +89%
TVWM
239
Tower View Wealth Management
Wisconsin
$746K -$36.5K -200 -4%
A
240
AdvicePeriod
California
$733K -$215K -1,178 -21%
BWM
241
BigSur Wealth Management
Florida
$732K +$440K +2,410 +121%
IA
242
IFP Advisors
Florida
$726K -$32.2K -176 -4%
MWA
243
Meridian Wealth Advisors
Texas
$726K +$175K +960 +28%
SHWM
244
Smith & Howard Wealth Management
Georgia
$724K -$34.7K -190 -4%
SCA
245
Spearhead Capital Advisors
Florida
$717K -$314K -1,718 -28%
SCA
246
Snowden Capital Advisors
New York
$697K -$404K -2,209 -34%
SCM
247
SOL Capital Management
Maryland
$678K
MFW
248
Meristem Family Wealth
Minnesota
$678K +$131K +715 +21%
BRWA
249
B. Riley Wealth Advisors
Florida
$677K +$544K +2,977 +272%
BlackRock
250
BlackRock
New York
$667K