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Vanguard Health Care ETF
VHT

Overview Fund Activity

959 hedge funds and large institutions have $6.02B invested in Vanguard Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 303 increasing their positions, 351 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+35
Holders Change %
+3.79%
% of All Funds
14.06%
Holding in Top 10
39
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.88%
% of All Funds
0.57%
New
113
Increased
303
Reduced
351
Closed
64
Calls
$9.58M
Puts
$3.69M
Net Calls
+$5.9M
Net Calls Change
+$489K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$443M
2
Bank of America
Bank of America
North Carolina
+$44.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$33.4M
4
Cerity Partners
Cerity Partners
New York
+$28.1M
5
PCH
PGIM Custom Harvest
New Jersey
+$16.6M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$161M
2
MMEA
Main Management ETF Advisors
California
-$93.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$69.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
401
CX Institutional
Indiana
$828K -$2.59M -10,324 -76%
KWA
402
Kingswood Wealth Advisors
California
$816K +$554K +2,210 +211%
PCFFS
403
Pacific Center for Financial Services
California
$814K +$4.76K +19 +0.6%
SPC
404
Sigma Planning Corp
Michigan
$811K -$1.64M -6,557 -67%
WTC
405
WhitTier Trust Company
Nevada
$809K – – –
SHWM
406
Smith & Howard Wealth Management
Georgia
$803K -$3.76K -15 -0.5%
AWP
407
Accretive Wealth Partners
New Jersey
$798K – – –
CW
408
CreativeOne Wealth
Kansas
$794K -$9.77K -39 -1%
WI
409
Wintrust Investments
Illinois
$788K -$69.7K -278 -8%
LWM
410
LJI Wealth Management
Indiana
$775K +$15K +60 +2%
SWM
411
Shelton Wealth Management
Texas
$772K -$158K -632 -17%
FWSM
412
First Wilshire Securities Management
California
$765K – – –
GD
413
Grandfield & Dodd
New York
$763K – – –
LWM
414
Laidlaw Wealth Management
New York
$763K -$521K -2,080 -41%
IFWM
415
Institute for Wealth Management
Colorado
$758K -$774K -3,086 -51%
RMC
416
Regis Management Company
California
$758K – – –
PIAS
417
PCA Investment Advisory Services
Ohio
$750K +$52.4K +209 +8%
CAMG
418
CWA Asset Management Group
Florida
$750K -$50.4K -201 -6%
BMWM
419
Brown Miller Wealth Management
Virginia
$742K – – –
HSA
420
HBK Sorce Advisory
Pennsylvania
$741K -$68.9K -275 -9%
BOPW
421
Brandywine Oak Private Wealth
Pennsylvania
$738K -$118K -471 -14%
CFG
422
Citizens Financial Group
Rhode Island
$731K -$103K -409 -12%
WF
423
Warner Financial
Maryland
$718K +$8.27K +33 +1%
RCA
424
Ranch Capital Advisors
Florida
$717K -$55.2K -220 -7%
SC
425
Savant Capital
Illinois
$717K +$50.1K +200 +8%
15 16
17
18 19