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Vanguard Health Care ETF
VHT

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: 731 → 739 (+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: 29 → 28 (-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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$41.5M
2
AI
Atria Investments
North Carolina
+$10.9M
3
CFP
Curran Financial Partners
South Carolina
+$9.25M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.33M
5
Morgan Stanley
Morgan Stanley
New York
+$7.77M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$173M
2
FP
Financial Perspectives
Minnesota
-$124M
3
UBS Group
UBS Group
Switzerland
-$43.3M
4
Wells Fargo
Wells Fargo
California
-$17.9M
5
Bank of America
Bank of America
North Carolina
-$17.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
401
Graves Light Lenhart Wealth
Virginia
$470K – – –
CAMG
402
CWA Asset Management Group
Florida
$468K +$5.02K +21 +1%
JG
403
Jefferies Group
New York
$459K – – –
PFGIA
404
Patriot Financial Group Insurance Agency
Massachusetts
$458K -$8.6K -36 -2%
CAM
405
Columbia Asset Management
Michigan
$447K – – –
LF
406
LifeSteps Financial
California
$443K -$120K -501 -22%
AIP
407
Almanack Investment Partners
Pennsylvania
$438K +$239 +1 +0.1%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$437K – – –
W
409
Wealthquest
Ohio
$436K +$58.1K +243 +16%
MGIA
410
Moneta Group Investment Advisors
Missouri
$434K +$91.5K +383 +28%
WB
411
WesBanco Bank
West Virginia
$431K +$3.11K +13 +0.8%
IC
412
Intersect Capital
California
$422K +$5.97K +25 +1%
BPA
413
Beacon Pointe Advisors
California
$422K +$52.6K +220 +15%
RM
414
Resource Management
Louisiana
$421K +$60.5K +253 +17%
SFI
415
SPC Financial Inc
Maryland
$420K – – –
PP
416
Patten & Patten
Tennessee
$420K +$31.3K +131 +8%
WAM
417
Weatherly Asset Management
California
$417K -$47.8K -200 -11%
EWM
418
Evercore Wealth Management
New York
$417K – – –
RWA
419
River Wealth Advisors
Pennsylvania
$416K – – –
BJL
420
Brighton Jones LLC
Washington
$412K +$239 +1 +0.1%
CWM
421
Cornerstone Wealth Management
Missouri
$408K +$91.5K +383 +30%
EWM
422
Empirical Wealth Management
Washington
$405K +$9.56K +40 +3%
BA
423
Bridgewater Advisors
New York
$404K – – –
FFN
424
Focus Financial Network
Minnesota
$402K -$2.87K -12 -0.7%
WPC
425
Waters Parkerson & Co
Louisiana
$402K – – –
15 16
17
18 19

VHT Hedge Fund Activity: Q2 2021 in Review

739 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2021, worth a combined $4.39B — up 4.4% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new VHT positions and 49 closed out — a net gain of 19 holders — while 273 added to existing stakes and 205 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $41.5M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $173M.

  • 739 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2021, up from 731 in Q1 2021.
  • Funds reported $4.39B of Vanguard Health Care ETF stock for Q2 2021, up 4.4% quarter-over-quarter.
  • 68 funds opened new Vanguard Health Care ETF positions in Q2 2021 and 49 closed out, a net change of +19 holders.
  • The largest Vanguard Health Care ETF buyer in Q2 2021 was Wellington Management Group, an estimated $41.5M added.
  • The largest Vanguard Health Care ETF seller in Q2 2021 was Beacon Capital Management Inc (Ohio), an estimated $173M sold.

Based on aggregated 13F filings for Q2 2021.