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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
Bessemer Group
301
Bessemer Group
New Jersey
$311K
CAM
302
Concorde Asset Management
Michigan
$306K +$11.4K +67 +4%
MAFM
303
Mid Atlantic Financial Management
Pennsylvania
$298K +$314K +1,856 New
LRIA
304
Leonard Rickey Investment Advisors
Washington
$297K +$313K +1,850 New
IAMOG
305
Investors Asset Management of Georgia
Georgia
$293K
MMPW
306
Mitchell McLeod Pugh & Williams
Alabama
$293K
FPCM
307
Financial Partners Capital Management
New York
$288K +$13.7K +81 +5%
BRWA
308
B. Riley Wealth Advisors
Florida
$287K -$24.2K -143 -7%
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$282K +$15.9K +94 +6%
VFPI
310
Vantage Financial Partners (Illinois)
Illinois
$281K +$50.8K +300 +21%
PA
311
Pinnacle Associates
New York
$278K -$50.8K -300 -15%
BRWM
312
B. Riley Wealth Management
Tennessee
$278K +$62.7K +370 +27%
HNB
313
Huntington National Bank
Ohio
$277K
GIM
314
Goelzer Investment Management
Indiana
$268K
BJL
315
Brighton Jones LLC
Washington
$267K -$16.9K -100 -6%
CB
316
Commerce Bank
Missouri
$265K
JG
317
Jefferies Group
New York
$265K
WPC
318
Waters Parkerson & Co
Louisiana
$261K
Simplex Trading
319
Simplex Trading
Illinois
$261K +$276K +1,627 New
CC
320
Courier Capital
New York
$259K
AF
321
Advisornet Financial
Minnesota
$259K +$60.5K +357 +28%
AWA
322
Arete Wealth Advisors
Illinois
$257K -$47.4K -280 -15%
BIAS
323
Beacon Investment Advisory Services
New Jersey
$257K
IC
324
InterOcean Capital
Illinois
$257K
GFPC
325
Global Financial Private Capital
Florida
$255K -$77.1K -455 -22%

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.