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Vanguard Health Care ETF

739 hedge funds and large institutions have $4.39B invested in Vanguard Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

33% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 205

1% more funds holding

Funds holding: 731739 (+8)

4% more capital invested

Capital invested by funds: $4.21B → $4.39B (+$185M)

5% less call options, than puts

Call options by funds: $4.77M | Put options by funds: $5.02M

2.6% less ownership

Funds ownership: 31.15%28.55% (-2.6%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
739
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
12.86%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
68
Increased
273
Reduced
205
Closed
49
Calls
$4.77M
Puts
$5.02M
Net Calls
-$243K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
326
Cerity Partners OCIO
New York
$760K +$1.43K +6 +0.2%
GFP
327
Gryphon Financial Partners
Ohio
$758K
NL
328
NEPC LLC
Massachusetts
$758K +$733K +3,066 New
FWSM
329
First Wilshire Securities Management
California
$754K
FCI
330
Financial Counselors Inc
Kansas
$752K +$125K +524 +21%
GD
331
Grandfield & Dodd
New York
$750K
BW
332
Bison Wealth
Georgia
$748K +$33.5K +140 +5%
AFM
333
Abbot Financial Management
Massachusetts
$742K +$38.5K +161 +6%
AIFAIM
334
American Institute for Advanced Investment Management
Arizona
$734K -$35.1K -147 -5%
ATPW
335
Ashton Thomas Private Wealth
Arizona
$732K +$12.2K +51 +2%
SFS
336
Summit Financial Strategies
Ohio
$726K +$702K +2,936 New
FTS
337
Fifth Third Securities
Ohio
$723K +$201K +841 +40%
NPI
338
New Perspectives Inc
Mississippi
$722K +$698K +2,922 New
WMA
339
Wealth Management Associates
New Jersey
$720K +$1.91K +8 +0.3%
AWM
340
Accel Wealth Management
Iowa
$717K +$91K +381 +15%
GCA
341
Gradient Capital Advisors
California
$702K -$22.5K -94 -3%
WJWM
342
Williams Jones Wealth Management
New York
$700K +$25.1K +105 +4%
WANY
343
Wealthspire Advisors (New York)
New York
$694K -$84.1K -352 -11%
PCFFS
344
Pacific Center for Financial Services
California
$687K +$205K +857 +45%
SL
345
Salomon & Ludwin
Virginia
$684K
EP
346
Eudaimonia Partners
Tennessee
$677K +$49K +205 +8%
KF
347
Krilogy Financial
Missouri
$673K +$195K +815 +43%
FPW
348
Flagship Private Wealth
Massachusetts
$667K -$13.9K -58 -2%
LFF
349
Level Four Financial
Texas
$665K
A
350
AdvicePeriod
California
$664K -$12.7K -53 -2%