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Vanguard Health Care ETF

563 hedge funds and large institutions have $2.73B invested in Vanguard Health Care ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more funds holding in top 10

Funds holding in top 10: 1829 (+11)

12% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 182

1.78% more ownership

Funds ownership: 32.73%34.5% (+1.8%)

1% less call options, than puts

Call options by funds: $5.81M | Put options by funds: $5.9M

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

1% less funds holding

Funds holding: 571563 (-8)

9% less capital invested

Capital invested by funds: $3B → $2.73B (-$262M)

Holders
563
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
12.41%
Holding in Top 10
29
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+61.11%
% of All Funds
0.64%
New
62
Increased
204
Reduced
182
Closed
65
Calls
$5.81M
Puts
$5.9M
Net Calls
-$83K
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
326
Sonata Capital Group
Washington
$389K
APA
327
American Portfolios Advisors
New York
$387K -$167K -915 -28%
LWM
328
Liberty Wealth Management
California
$381K -$89.7K -491 -18%
LA
329
LexAurum Advisors
Kansas
$377K -$2.74K -15 -0.7%
NA
330
NewEdge Advisors
Louisiana
$372K +$143K +784 +54%
PAG
331
Private Advisory Group
Washington
$371K
CG
332
Colony Group
Massachusetts
$365K
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$365K
CCA
334
Cobblestone Capital Advisors
New York
$361K
EWM
335
Empirical Wealth Management
Washington
$360K +$184K +1,006 +87%
BWA
336
BDO Wealth Advisors
Florida
$359K +$33.8K +185 +9%
GCA
337
Gradient Capital Advisors
California
$356K -$9.32K -51 -2%
FWP
338
FAS Wealth Partners
Kansas
$355K +$57.5K +315 +17%
IIA
339
IPG Investment Advisors
California
$349K +$365 +2 +0.1%
JG
340
Jefferies Group
New York
$348K +$9.87K +54 +3%
WCF
341
West Coast Financial
California
$346K
NB
342
Nicolet Bankshares
Wisconsin
$345K
NFG
343
Nations Financial Group
Iowa
$345K +$33.8K +185 +10%
KPW
344
Kore Private Wealth
New York
$338K -$1.4M -7,674 -79%
LNB
345
Ledyard National Bank
$327K
SFS
346
Summit Financial Strategies
Ohio
$325K
3F
347
360 Financial
Minnesota
$318K -$7.31K -40 -2%
PA
348
Pinnacle Associates
New York
$314K -$1.54M -8,406 -82%
PSF
349
Pacific Sun Financial
California
$313K +$3.65K +20 +1%
GIM
350
Goelzer Investment Management
Indiana
$313K +$11K +60 +3%