We are live on ! Find out more
VHT icon

Vanguard Health Care ETF

923 hedge funds and large institutions have $5.66B invested in Vanguard Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 273 increasing their positions, 311 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $2.47M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $5.34B → $5.66B (+$319M)

3% more funds holding in top 10

Funds holding in top 10: 3940 (+1)

2% more funds holding

Funds holding: 903923 (+20)

0.58% more ownership

Funds ownership: 37.8%38.38% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 311

Holders
923
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
14.49%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.63%
New
76
Increased
273
Reduced
311
Closed
48
Calls
$10.7M
Puts
$2.47M
Net Calls
+$8.25M
Net Calls Change
+$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
401
Citizens Financial Group
Rhode Island
$825K -$67.9K -279 -8%
WJWM
402
Williams Jones Wealth Management
New York
$819K
MOS
403
MGO One Seven
Ohio
$817K -$10.2K -42 -1%
SHWM
404
Smith & Howard Wealth Management
Georgia
$814K
GCP
405
GSA Capital Partners
United Kingdom
$813K -$1.52M -6,264 -65%
CCA
406
Conservest Capital Advisors
Pennsylvania
$807K +$125K +512 +18%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$802K -$344K -1,413 -30%
PI
408
PFG Investments
New York
$802K -$82K -337 -9%
PCFFS
409
Pacific Center for Financial Services
California
$801K
RPGK
410
Retirement Planning Group (Kansas)
Kansas
$800K +$795K +3,268 New
CIBC World Market
411
CIBC World Market
Ontario, Canada
$799K +$9.73K +40 +1%
CRWM
412
Castle Rock Wealth Management
California
$790K -$24.6K -101 -3%
WTC
413
WhitTier Trust Company
Nevada
$790K
MG
414
Mather Group
Illinois
$785K +$196K +807 +34%
AWP
415
Accretive Wealth Partners
New Jersey
$779K
RMC
416
Regis Management Company
California
$777K
ACA
417
Aptus Capital Advisors
Alabama
$772K -$207K -849 -21%
PA
418
Pinnacle Associates
New York
$766K +$112K +460 +17%
FT
419
Fiduciary Trust
Massachusetts
$762K -$6.57K -27 -0.9%
HSA
420
HBK Sorce Advisory
Pennsylvania
$761K -$5.59K -23 -0.7%
GFP
421
Gryphon Financial Partners
Ohio
$757K +$6.33K +26 +0.8%
RCA
422
Ranch Capital Advisors
Florida
$757K
Vontobel Holding
423
Vontobel Holding
Switzerland
$754K +$36.7K +151 +5%
FWSM
424
First Wilshire Securities Management
California
$747K
GD
425
Grandfield & Dodd
New York
$745K