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Vanguard Health Care ETF

339 hedge funds and large institutions have $2.01B invested in Vanguard Health Care ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 84

17% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.95M

7% more capital invested

Capital invested by funds: $1.88B → $2.01B (+$133M)

4% more funds holding

Funds holding: 326339 (+13)

0.06% less ownership

Funds ownership: 28.25%28.19% (-0.06%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
339
Holders Change
+13
Holders Change %
+3.99%
% of All Funds
8.45%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
38
Increased
141
Reduced
84
Closed
22
Calls
$2.28M
Puts
$1.95M
Net Calls
+$328K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
301
Sandy Spring Bank
Maryland
$52K
JWA
302
JFS Wealth Advisors
Pennsylvania
$51K
AWM
303
AllSquare Wealth Management
New York
$48K +$21K +141 +81%
BWL
304
Bogart Wealth LLC
Virginia
$48K +$47K +315 New
HFM
305
Hartford Financial Management
Connecticut
$45K +$44.8K +300 New
AC
306
Alexandria Capital
Virginia
$43K
RFWA
307
RPg Family Wealth Advisory
Massachusetts
$41.1K
HDIM
308
Hanson & Doremus Investment Management
Vermont
$40K
BWP
309
Baldwin Wealth Partners
Massachusetts
$38K
MIM
310
Macroview Investment Management
Maryland
$37K
GEA
311
Glen Eagle Advisors
New Jersey
$34.3K +$29.8K +200 +800%
WAM
312
Watermark Asset Management
California
$31K +$149 +1 +0.5%
GRP
313
Global Retirement Partners
California
$25K +$14.9K +100 +154%
HCM
314
Highlander Capital Management
New Jersey
$22K
AWM
315
Avior Wealth Management
Nebraska
$20K
FIB
316
First Interstate Bank
Montana
$19K
RE
317
RBC Europe
United Kingdom
$18.3K +$17.9K +120 New
FMTCOCP
318
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17.5K
WTC
319
WhitTier Trust Company
Nevada
$17K
AIM
320
Advantage Investment Management
Iowa
$15K
First Manhattan
321
First Manhattan
New York
$15K
SFSIG
322
San Francisco Sentry Investment Group
California
$15K +$14.9K +100 New
FPB
323
First PREMIER Bank
South Dakota
$13K
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$13K +$12.5K +84 New
APSP
325
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K