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Vanguard Health Care ETF

600 hedge funds and large institutions have $3.66B invested in Vanguard Health Care ETF in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 158

34% more capital invested

Capital invested by funds: $2.73B → $3.66B (+$926M)

25% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $4.8M

7% more funds holding

Funds holding: 563600 (+37)

0.86% less ownership

Funds ownership: 34.5%33.64% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
600
Holders Change
+37
Holders Change %
+6.57%
% of All Funds
12.3%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.57%
New
77
Increased
220
Reduced
158
Closed
36
Calls
$6.01M
Puts
$4.8M
Net Calls
+$1.21M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
326
Abbot Financial Management
Massachusetts
$500K +$32.8K +175 +7%
HPC
327
HM Payson & Co
Maine
$492K
MWM
328
Madison Wealth Management
Ohio
$487K
WA
329
Wealth Alliance
New York
$477K -$42.4K -226 -8%
NFG
330
Nadler Financial Group
Illinois
$469K +$457K +2,437 New
OL
331
Optas LLC
Texas
$467K -$291K -1,552 -39%
CWM
332
Campbell Wealth Management
Virginia
$465K +$9.76K +52 +2%
IC
333
IEQ Capital
California
$457K +$445K +2,373 New
LA
334
LexAurum Advisors
Kansas
$456K +$19.1K +102 +4%
BRWM
335
B. Riley Wealth Management
Tennessee
$455K +$444K +2,364 New
CB
336
Cadence Bank
Mississippi
$452K +$440K +2,346 New
SCG
337
Sonata Capital Group
Washington
$451K
CS
338
Credit Suisse
Switzerland
$446K -$975K -5,198 -69%
NFG
339
Nations Financial Group
Iowa
$438K +$36.6K +195 +9%
TGAM
340
TBH Global Asset Management
Tennessee
$435K -$199K -1,060 -32%
GCA
341
Gradient Capital Advisors
California
$435K +$21.4K +114 +5%
PAG
342
Private Advisory Group
Washington
$430K
BWA
343
BDO Wealth Advisors
Florida
$430K +$13.3K +71 +3%
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$424K
HIIFS
345
Harel Insurance Investments & Financial Services
Israel
$416K +$375K +2,000 +1,258%
RC
346
RegentAtlantic Capital
New Jersey
$413K +$402K +2,142 New
FWP
347
FAS Wealth Partners
Kansas
$412K +$563 +3 +0.1%
PA
348
Pinnacle Associates
New York
$408K +$43.2K +230 +12%
IIA
349
IPG Investment Advisors
California
$405K +$375 +2 +0.1%
WCF
350
West Coast Financial
California
$402K

VHT Hedge Fund Activity: Q2 2020 in Review

600 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2020, worth a combined $3.66B — up 34% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VHT positions and 36 closed out — a net gain of 41 holders — while 220 added to existing stakes and 158 trimmed.

The largest buyer was Cabana LLC, opening a new position worth an estimated $99.2M. The largest seller was Osaic Holdings, cutting an estimated $223M.

  • 600 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2020, up from 563 in Q1 2020.
  • Funds reported $3.66B of Vanguard Health Care ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 77 funds opened new Vanguard Health Care ETF positions in Q2 2020 and 36 closed out, a net change of +41 holders.
  • The largest Vanguard Health Care ETF buyer in Q2 2020 was Cabana LLC, an estimated $99.2M added.
  • The largest Vanguard Health Care ETF seller in Q2 2020 was Osaic Holdings, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2020.