Vanguard Health Care ETF
571 hedge funds and large institutions have $3B invested in Vanguard Health Care ETF in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 40 closing their positions.
270% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 40
80% more funds holding in top 10
Funds holding in top 10: 10 → 18 (+8)
47% more call options, than puts
Call options by funds: $5.64M | Put options by funds: $3.83M
22% more funds holding
Funds holding: 469 → 571 (+102)
16% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 146
13% more capital invested
Capital invested by funds: $2.64B → $3B (+$352M)
2.43% more ownership
Funds ownership: 30.3% → 32.73% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$253M |
| 2 |
Morgan Stanley
New York
|
+$47.2M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$38.5M |
| 4 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$35M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$200M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$47.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$26.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.95M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
-$7.88M |
VHT Hedge Fund Activity: Q4 2019 in Review
571 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2019, worth a combined $3B — up 13% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new VHT positions and 40 closed out — a net gain of 108 holders — while 169 added to existing stakes and 146 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $253M. The largest seller was Deutsche Bank, cutting an estimated $200M.
- 571 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2019, up from 469 in Q3 2019.
- Funds reported $3B of Vanguard Health Care ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 148 funds opened new Vanguard Health Care ETF positions in Q4 2019 and 40 closed out, a net change of +108 holders.
- The largest Vanguard Health Care ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $253M added.
- The largest Vanguard Health Care ETF seller in Q4 2019 was Deutsche Bank, an estimated $200M sold.
Based on aggregated 13F filings for Q4 2019.