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Vanguard Health Care ETF
VHT

469 hedge funds and large institutions have $2.64B invested in Vanguard Health Care ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 155 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $3.87M | Put options by funds: $3.13M

0.51% more ownership

Funds ownership: 29.79% → 30.3% (+0.51%)

4% less capital invested

Capital invested by funds: $2.75B → $2.64B (-$107M)

7% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 43

10% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 155

1% less funds holding

Funds holding: 476 → 469 (-7)

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

Holders
469
Holders Change
-7
Holders Change %
-1.47%
% of All Funds
10.29%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.22%
New
40
Increased
140
Reduced
155
Closed
43
Calls
$3.87M
Puts
$3.13M
Net Calls
+$738K
Net Calls Change
-$1.42M

Top Buyers

1
BTS
BB&T Securities
Virginia
+$11.3M
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$8.59M
3
Citadel Advisors
Citadel Advisors
Florida
+$8.45M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.86M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.66M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$11.4M
2
PL
Polianta Ltd
Jersey
-$7.46M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
-$6.69M
4
I
INVST
Indiana
-$6.24M
5
Morgan Stanley
Morgan Stanley
New York
-$6.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
376
Fieldpoint Private Securities
Connecticut
$151K -$67.8K -396 -31%
WCG
377
Weaver Consulting Group
California
$151K – – –
SBL
378
Sargent Bickham Lagudis
Colorado
$142K – – –
CHC
379
City Holding Co
West Virginia
$127K – – –
GAM
380
Gemmer Asset Management
California
$125K +$127K +743 New
LWM
381
Lenox Wealth Management
Ohio
$124K – – –
NCM
382
New Capital Management
Texas
$122K – – –
BCA
383
Bray Capital Advisors
Florida
$119K – – –
OIA
384
Optimum Investment Advisors
Illinois
$116K -$18.5K -108 -13%
First Manhattan
385
First Manhattan
New York
$109K +$45.2K +264 +68%
CAC
386
Certified Advisory Corp
Florida
$108K – – –
TA
387
Thor Advisors
New York
$107K +$109K +638 New
JCM
388
Jacobi Capital Management
Pennsylvania
$100K +$6.5K +38 +7%
WAS
389
Winch Advisory Services
Wisconsin
$98K -$4.45K -26 -4%
PCM
390
Prelude Capital Management
New York
$90K – – –
GEA
391
Glen Eagle Advisors
New Jersey
$89.9K -$9.41K -55 -9%
IFAM
392
Institutional & Family Asset Management
Colorado
$85K – – –
AAP
393
Arax Advisory Partners
Colorado
$84K -$17.1K -100 -17%
HWA
394
Heritage Wealth Advisors
Virginia
$83K -$51.7K -302 -38%
TFGT
395
TS Financial Group (TSFG)
Illinois
$77K – – –
RFWA
396
RPg Family Wealth Advisory
Massachusetts
$75.8K – – –
BAM
397
Baldrige Asset Management
Pennsylvania
$73K -$31.7K -185 -30%
MA
398
MUFG Americas
New York
$63K – – –
BWL
399
Bogart Wealth LLC
Virginia
$61K – – –
DWA
400
Dougherty Wealth Advisers
Minnesota
$59K – – –
14 15
16
17 18

VHT Hedge Fund Activity: Q3 2019 in Review

469 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2019, worth a combined $2.64B — down 3.9% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of VHT and 40 opened new positions — a net loss of 3 holders — while 155 trimmed existing stakes and 140 added.

The largest buyer was BB&T Securities, adding an estimated $11.3M. The largest seller was Bank of America, cutting an estimated $11.4M.

  • 469 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2019, down from 476 in Q2 2019.
  • Funds reported $2.64B of Vanguard Health Care ETF stock for Q3 2019, down 3.9% quarter-over-quarter.
  • 40 funds opened new Vanguard Health Care ETF positions in Q3 2019 and 43 closed out, a net change of -3 holders.
  • The largest Vanguard Health Care ETF buyer in Q3 2019 was BB&T Securities, an estimated $11.3M added.
  • The largest Vanguard Health Care ETF seller in Q3 2019 was Bank of America, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2019.