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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
SSB
401
Sandy Spring Bank
Maryland
$57K – – –
WEC
402
Winslow Evans & Crocker
Massachusetts
$54K +$3.42K +20 +7%
FCA
403
FinTrust Capital Advisors
South Carolina
$53K – – –
MWP
404
MYCIO Wealth Partners
Pennsylvania
$52K – – –
OFS
405
Orrstown Financial Services
Pennsylvania
$52K – – –
HFM
406
Hartford Financial Management
Connecticut
$50K – – –
MA
407
MCF Advisors
Kentucky
$50K – – –
QAM
408
QCI Asset Management
New York
$50K – – –
RMC
409
Resources Management Corp
Connecticut
$50K +$51.3K +300 New
PW
410
Price Wealth
Texas
$49K – – –
Rockefeller Capital Management
411
Rockefeller Capital Management
New York
$48K +$33.4K +195 +217%
JWA
412
JFS Wealth Advisors
Pennsylvania
$46K – – –
VRM
413
Vectors Research Management
New York
$46K – – –
BCWM
414
Bartlett & Co Wealth Management
Ohio
$42.1K +$42.8K +250 New
BC
415
Bartlett & Co
Ohio
$42K +$42.8K +250 New
JGIA
416
Jackson Grant Investment Advisers
Connecticut
$41K – – –
CDIA
417
Capital Directions Investment Advisors
Georgia
$40K +$40.9K +239 New
BBHC
418
Brown Brothers Harriman & Co
New York
$39K – – –
TC
419
Truvestments Capital
Florida
$37K – – –
ONST
420
Old North State Trust
North Carolina
$36K +$37K +216 New
FNBOSM
421
First National Bank of South Miami
Florida
$34K – – –
OC
422
Oakworth Capital
Alabama
$34K – – –
TWA
423
TCI Wealth Advisors
Arizona
$34K – – –
BWP
424
Baldwin Wealth Partners
Massachusetts
$32K – – –
HI
425
Hudock Inc
Pennsylvania
$31K -$5.65K -33 -15%
15 16
17
18 19

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.