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Vanguard Health Care ETF

773 hedge funds and large institutions have $4.84B invested in Vanguard Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 278 increasing their positions, 181 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 26

54% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 181

10% more capital invested

Capital invested by funds: $4.39B → $4.84B (+$446M)

5% more funds holding

Funds holding: 739773 (+34)

1.73% more ownership

Funds ownership: 28.55%30.28% (+1.7%)

4% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $9.79M

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

Holders
773
Holders Change
+34
Holders Change %
+4.6%
% of All Funds
13.53%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
73
Increased
278
Reduced
181
Closed
26
Calls
$10.1M
Puts
$9.79M
Net Calls
+$347K
Net Calls Change
+$590K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Madison Wealth Management
Ohio
$639K
IC
377
Inscription Capital
Texas
$635K -$2.32M -9,050 -78%
HPC
378
HM Payson & Co
Maine
$631K
CFA
379
Carroll Financial Associates
North Carolina
$622K +$53.9K +210 +9%
FFS
380
Founders Financial Securities
Maryland
$614K +$406K +1,584 +176%
IA
381
IFP Advisors
Florida
$611K -$279K -1,087 -31%
FWP
382
FAS Wealth Partners
Kansas
$602K
WA
383
Wealth Alliance
New York
$594K -$1.03K -4 -0.2%
WDL
384
Well Done LLC
Michigan
$589K +$611K +2,382 New
LL
385
LPWM LLC
Minnesota
$584K +$34.6K +135 +6%
IAMOG
386
Investors Asset Management of Georgia
Georgia
$579K
CWP
387
Corepath Wealth Partners
Arizona
$568K
FFWA
388
FRG Family Wealth Advisors
Washington
$567K +$589K +2,295 New
DFA
389
DHJJ Financial Advisors
Illinois
$564K -$28.2K -110 -5%
FMII
390
Farmers & Merchants Investments Inc
Nebraska
$564K
NRI
391
NFP Retirement Inc
California
$564K +$47.2K +184 +9%
PWM
392
Perigon Wealth Management
California
$562K +$33.1K +129 +6%
FP
393
Financial Perspectives
Minnesota
$562K
GLLW
394
Graves Light Lenhart Wealth
Virginia
$560K +$93.6K +365 +19%
JHP
395
James Hambro & Partners
United Kingdom
$560K +$248K +965 +74%
GFS
396
GYL Financial Synergies
Connecticut
$560K +$582K +2,267 New
DC
397
Davenport & Co
Virginia
$554K
IFG
398
Independent Financial Group
California
$553K -$22.3K -87 -4%
PAG
399
Private Advisory Group
Washington
$552K
OL
400
Optas LLC
Texas
$551K

VHT Hedge Fund Activity: Q3 2021 in Review

773 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2021, worth a combined $4.84B — up 10% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VHT positions and 26 closed out — a net gain of 47 holders — while 278 added to existing stakes and 181 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $198M. The largest seller was Wellington Management Group, cutting an estimated $42M.

  • 773 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2021, up from 739 in Q2 2021.
  • Funds reported $4.84B of Vanguard Health Care ETF stock for Q3 2021, up 10% quarter-over-quarter.
  • 73 funds opened new Vanguard Health Care ETF positions in Q3 2021 and 26 closed out, a net change of +47 holders.
  • The largest Vanguard Health Care ETF buyer in Q3 2021 was Beacon Capital Management Inc (Ohio), an estimated $198M added.
  • The largest Vanguard Health Care ETF seller in Q3 2021 was Wellington Management Group, an estimated $42M sold.

Based on aggregated 13F filings for Q3 2021.