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
SGAM
326
Steinberg Global Asset Management
Florida
$253K +$267K +1,576 New
HWA
327
HHM Wealth Advisors
Tennessee
$251K +$264K +1,560 New
SBH
328
Segall Bryant & Hamill
Illinois
$250K
GLLW
329
Graves Light Lenhart Wealth
Virginia
$248K +$262K +1,546 New
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$245K +$13.4K +79 +5%
LHC
331
Little House Capital
Massachusetts
$242K +$255K +1,505 New
BWA
332
BDO Wealth Advisors
Florida
$241K -$16.9K -100 -6%
DC
333
Davenport & Co
Virginia
$234K +$247K +1,456 New
UAS
334
United Asset Strategies
New York
$229K +$241K +1,425 New
FNT
335
First National Trust
Pennsylvania
$227K
PCA
336
Personal Capital Advisors
California
$227K +$239K +1,412 New
KTC
337
Kistler-Tiffany Companies
Pennsylvania
$224K +$169 +1 +0.1%
SBA
338
Secrest Blakey & Associates
North Carolina
$222K +$339 +2 +0.1%
BB
339
Busey Bank
Illinois
$222K +$235K +1,387 New
PWM
340
Perigon Wealth Management
California
$219K
ADBIC
341
A.D. Beadell Investment Counsel
Wisconsin
$213K -$50.8K -300 -18%
AMG
342
Advisors Management Group
Wisconsin
$213K
MFW
343
Mosaic Family Wealth
Missouri
$211K
CWM
344
Cornerstone Wealth Management
Missouri
$210K -$38.9M -229,376 -99%
EWM
345
Evercore Wealth Management
New York
$209K +$220K +1,300 New
KA
346
Kovack Advisors
Florida
$209K +$221K +1,303 New
SWA
347
Stratos Wealth Advisors
Ohio
$205K +$216K +1,277 New
PMG
348
ProVise Management Group
Florida
$202K -$2.37K -14 -1%
FRA
349
Front Row Advisors
California
$200K
WTB
350
Washington Trust Bank
Washington
$177K -$110K -649 -37%

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.