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Vanguard Health Care ETF
VHT

Overview Fund Activity

986 hedge funds and large institutions have $6.36B invested in Vanguard Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 329 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+27
Holders Change %
+2.82%
% of All Funds
14.29%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.57%
New
81
Increased
342
Reduced
329
Closed
45
Calls
$10.4M
Puts
$2.17M
Net Calls
+$8.22M
Net Calls Change
+$2.32M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$162M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$140M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$83.7M
4
EWG
Executive Wealth Group
Washington
$37.9M
5
Wells Fargo
Wells Fargo
California
$247M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$460M
2
Bank of America
Bank of America
North Carolina
$436M
3
MIM
Morningstar Investment Management
Illinois
$73.5M
4
Mariner
Mariner
Kansas
$22.5M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
Trilogy Capital
California
$2.25M -$230K -851 -9%
SMFG
252
Sumitomo Mitsui Financial Group
Japan
$2.25M -$69.3K -256 -3%
SSWM
253
Sheets Smith Wealth Management
North Carolina
$2.25M +$2.25M +8,315 New
WA
254
Waverly Advisors
Alabama
$2.24M +$1.89M +6,975 +537%
MA
255
Mutual Advisors
Nebraska
$2.22M +$46.3K +171 +2%
NCM
256
NCM Capital Management
New Jersey
$2.21M – – –
PWP
257
Principle Wealth Partners
Connecticut
$2.19M -$174K -643 -7%
VA
258
Valmark Advisers
Ohio
$2.18M +$50.3K +186 +2%
CSB
259
City State Bank
Iowa
$2.18M +$284K +1,051 +15%
EPWM
260
Essex Private Wealth Management
Massachusetts
$2.16M -$2.16K -8 -0.1%
MWM
261
Mission Wealth Management
California
$2.15M +$730K +2,700 +51%
AWM
262
Accel Wealth Management
Iowa
$2.12M +$353K +1,305 +20%
EFS
263
Essex Financial Services
Connecticut
$2.11M +$442K +1,633 +26%
SWM
264
Stapp Wealth Management
Washington
$2.09M +$2.09M +7,718 New
LWM
265
Liberty Wealth Management
California
$2.08M +$1.89M +6,972 +966%
OC
266
Oppenheimer & Co
New York
$2.07M -$39.2K -145 -2%
AFP
267
Ausdal Financial Partners
Iowa
$2.03M +$9.74K +36 +0.5%
Qube Research & Technologies (QRT)
268
Qube Research & Technologies (QRT)
United Kingdom
$1.98M +$1.87M +6,900 +1,639%
HAS
269
HBW Advisory Services
California
$1.97M – – –
GCP
270
GSA Capital Partners
United Kingdom
$1.96M -$2.23M -8,252 -53%
SCM
271
SOL Capital Management
Maryland
$1.93M -$70.1K -259 -4%
CA
272
CoreCap Advisors
Michigan
$1.88M -$1.1M -4,059 -37%
Charles Schwab
273
Charles Schwab
California
$1.88M -$488K -1,805 -21%
GT
274
Glenmede Trust
Pennsylvania
$1.86M – – –
CWM
275
Cornerstone Wealth Management
Missouri
$1.85M +$295K +1,091 +19%
9 10
11
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