We are live on ! Find out more
VHT icon

Vanguard Health Care ETF

476 hedge funds and large institutions have $2.52B invested in Vanguard Health Care ETF in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 112 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 53

60% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 112

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 443476 (+33)

1.65% less ownership

Funds ownership: 32.39%30.75% (-1.6%)

11% less capital invested

Capital invested by funds: $2.84B → $2.52B (-$321M)

68% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $5.06M

Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
10.61%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.56%
New
93
Increased
179
Reduced
112
Closed
53
Calls
$1.64M
Puts
$5.06M
Net Calls
-$3.42M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
251
United Capital Financial Advisors
Texas
$493K -$23.7K -140 -4%
WP
252
WMS Partners
Maryland
$493K +$165K +972 +46%
HW
253
Hamilton Wealth
California
$487K +$514K +3,032 New
I
254
IberiaBank
Louisiana
$480K +$265K +1,565 +110%
LWM
255
Liberty Wealth Management
California
$475K +$502K +2,963 New
SCG
256
Sonata Capital Group
Washington
$472K -$5.93K -35 -1%
MIM
257
Morningstar Investment Management
Illinois
$472K +$498K +2,942 New
ASN
258
Advisory Services Network
Georgia
$460K -$21.3K -126 -4%
AIA
259
AIMZ Investment Advisors
California
$458K +$169 +1 +0%
WT
260
Whittier Trust
California
$456K +$21.2K +125 +5%
BAS
261
Brown Advisory Securities
Maryland
$456K +$76.2K +450 +19%
LNC
262
Lincoln National Corp
Pennsylvania
$455K -$201K -1,186 -30%
FI
263
Financial Insights
Washington
$454K +$453K +2,671 New
Principal Financial Group
264
Principal Financial Group
Iowa
$453K +$478K +2,820 New
LIM
265
Leavell Investment Management
Alabama
$446K
NB
266
Nicolet Bankshares
Wisconsin
$430K +$454K +2,677 New
S
267
Surevest
California
$427K +$451K +2,661 New
LSAG
268
Lake Street Advisors Group
New Hampshire
$419K +$1.69K +10 +0.4%
WCF
269
West Coast Financial
California
$418K -$138K -815 -24%
DACG
270
Donor Advised Charitable Giving
California
$418K
SCI
271
Stableford Capital II
Arizona
$413K -$31.2K -184 -7%
NFG
272
Nations Financial Group
Iowa
$413K +$19.5K +115 +5%
LNB
273
Ledyard National Bank
$409K
GIM
274
Greystone Investment Management
Ohio
$406K
PAG
275
Private Advisory Group
Washington
$406K

VHT Hedge Fund Activity: Q4 2018 in Review

476 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2018, worth a combined $2.52B — down 11% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VHT positions and 53 closed out — a net gain of 40 holders — while 179 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $76.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $198M.

  • 476 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2018, up from 443 in Q3 2018.
  • Funds reported $2.52B of Vanguard Health Care ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 93 funds opened new Vanguard Health Care ETF positions in Q4 2018 and 53 closed out, a net change of +40 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2018 was UBS Group, an estimated $76.1M added.
  • The largest Vanguard Health Care ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $198M sold.

Based on aggregated 13F filings for Q4 2018.