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Vanguard Health Care ETF
VHT

Overview Fund Activity

919 hedge funds and large institutions have $5.66B invested in Vanguard Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 272 increasing their positions, 311 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+19
Holders Change %
+2.11%
% 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
75
Increased
272
Reduced
311
Closed
48
Calls
$10.7M
Puts
$2.47M
Net Calls
+$8.25M
Net Calls Change
+$3.29M

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$91.9M
2
HFRG
Houlihan Financial Resource Group
Virginia
+$68.2M
3
Morgan Stanley
Morgan Stanley
New York
+$24.7M
4
MIM
Morningstar Investment Management
Illinois
+$16.8M
5
BA
Bellwether Advisors
Nebraska
+$14M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$990M
2
Bank of America
Bank of America
North Carolina
-$27M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$16M
4
SI
Stephens Inc
Arkansas
-$13.7M
5
UBS Group
UBS Group
Switzerland
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
401
MGO One Seven
Ohio
$817K -$10.3K -42 -1%
SHWM
402
Smith & Howard Wealth Management
Georgia
$814K – – –
GCP
403
GSA Capital Partners
United Kingdom
$813K -$1.53M -6,264 -65%
CCA
404
Conservest Capital Advisors
Pennsylvania
$807K +$125K +512 +18%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$802K -$346K -1,413 -30%
PI
406
PFG Investments
New York
$802K -$82.5K -337 -9%
PCFFS
407
Pacific Center for Financial Services
California
$801K – – –
RPGK
408
Retirement Planning Group (Kansas)
Kansas
$800K +$800K +3,268 New
CIBC World Market
409
CIBC World Market
Ontario, Canada
$799K +$9.8K +40 +1%
CRWM
410
Castle Rock Wealth Management
California
$790K -$24.5K -101 -3%
WTC
411
WhitTier Trust Company
Nevada
$790K – – –
MG
412
Mather Group
Illinois
$785K +$198K +807 +34%
AWP
413
Accretive Wealth Partners
New Jersey
$779K – – –
RMC
414
Regis Management Company
California
$777K – – –
ACA
415
Aptus Capital Advisors
Alabama
$772K -$208K -849 -21%
PA
416
Pinnacle Associates
New York
$766K +$113K +460 +17%
FT
417
Fiduciary Trust
Massachusetts
$762K -$6.61K -27 -0.9%
HSA
418
HBK Sorce Advisory
Pennsylvania
$761K -$5.63K -23 -0.7%
GFP
419
Gryphon Financial Partners
Ohio
$757K +$6.37K +26 +0.8%
RCA
420
Ranch Capital Advisors
Florida
$757K – – –
Vontobel Holding
421
Vontobel Holding
Switzerland
$754K +$37K +151 +5%
FWSM
422
First Wilshire Securities Management
California
$747K – – –
GD
423
Grandfield & Dodd
New York
$745K – – –
BLC
424
Brown, Lisle/Cummings
Rhode Island
$742K +$4.9K +20 +0.7%
KPWS
425
Kestra Private Wealth Services
Texas
$735K -$92.8K -379 -11%
15 16
17
18 19