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Vanguard Health Care ETF

928 hedge funds and large institutions have $5.68B invested in Vanguard Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 308 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $8.7M | Put options by funds: $3.29M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

1% more funds holding

Funds holding: 923928 (+5)

0% more capital invested

Capital invested by funds: $5.66B → $5.68B (+$24.2M)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 324

3.46% less ownership

Funds ownership: 38.38%34.92% (-3.5%)

Holders
928
Holders Change
+5
Holders Change %
+0.54%
% of All Funds
14.73%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.65%
New
59
Increased
308
Reduced
324
Closed
46
Calls
$8.7M
Puts
$3.29M
Net Calls
+$5.41M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
401
Wintrust Investments
Illinois
$805K -$3.26M -13,392 -80%
BOPW
402
Brandywine Oak Private Wealth
Pennsylvania
$803K -$975 -4 -0.1%
RPCONE
403
Retirement Planning Company of New England
Rhode Island
$802K -$232K -951 -22%
PCA
404
Pallas Capital Advisors
Massachusetts
$802K -$2.42M -9,943 -74%
EA
405
Eudaimonia Advisors
Tennessee
$798K -$42.7K -175 -5%
GBWM
406
Granite Bay Wealth Management
New Hampshire
$794K +$794K +3,256 New
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$786K +$16.3K +67 +2%
CFG
408
Citizens Financial Group
Rhode Island
$785K -$11K -45 -1%
GL
409
Graypoint LLC
New York
$780K +$809K +3,320 New
Deutsche Bank
410
Deutsche Bank
Germany
$779K -$37.8K -155 -4%
CCA
411
Conservest Capital Advisors
Pennsylvania
$777K +$1.71K +7 +0.2%
CIBC World Market
412
CIBC World Market
Ontario, Canada
$765K -$1.71K -7 -0.2%
KPWS
413
Kestra Private Wealth Services
Texas
$762K +$58.3K +239 +8%
HSA
414
HBK Sorce Advisory
Pennsylvania
$760K +$30.2K +124 +4%
PCFFS
415
Pacific Center for Financial Services
California
$759K -$10.7K -44 -1%
WTC
416
WhitTier Trust Company
Nevada
$758K
SHWM
417
Smith & Howard Wealth Management
Georgia
$756K -$25.8K -106 -3%
FI
418
Financial Insights
Washington
$756K +$127K +519 +18%
CW
419
CreativeOne Wealth
Kansas
$754K -$1.47M -6,047 -65%
FT
420
Fiduciary Trust
Massachusetts
$753K +$21.9K +90 +3%
CAMG
421
CWA Asset Management Group
Florida
$751K +$147K +603 +23%
AWP
422
Accretive Wealth Partners
New Jersey
$748K
Marshall Wace
423
Marshall Wace
United Kingdom
$746K -$2.23M -9,154 -74%
Betterment LLC
424
Betterment LLC
New York
$738K +$564K +2,314 +280%
GFP
425
Gryphon Financial Partners
Ohio
$727K