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Vanguard Health Care ETF

963 hedge funds and large institutions have $6.02B invested in Vanguard Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 304 increasing their positions, 353 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.58M | Put options by funds: $3.69M

78% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 64

6% more capital invested

Capital invested by funds: $5.68B → $6.02B (+$337M)

4% more funds holding

Funds holding: 927963 (+36)

1.24% more ownership

Funds ownership: 34.92%36.16% (+1.2%)

5% less funds holding in top 10

Funds holding in top 10: 4139 (-2)

14% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 353

Holders
963
Holders Change
+36
Holders Change %
+3.88%
% of All Funds
14.04%
Holding in Top 10
39
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.88%
% of All Funds
0.57%
New
114
Increased
304
Reduced
353
Closed
64
Calls
$9.58M
Puts
$3.69M
Net Calls
+$5.9M
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
401
Conservest Capital Advisors
Pennsylvania
$832K +$3.32K +14 +0.4%
CI
402
CX Institutional
Indiana
$828K -$2.45M -10,324 -76%
KWA
403
Kingswood Wealth Advisors
California
$816K +$523K +2,210 +211%
PCFFS
404
Pacific Center for Financial Services
California
$814K +$4.5K +19 +0.6%
SPC
405
Sigma Planning Corp
Michigan
$811K -$1.55M -6,557 -67%
WTC
406
WhitTier Trust Company
Nevada
$809K
SHWM
407
Smith & Howard Wealth Management
Georgia
$803K -$3.55K -15 -0.5%
AWP
408
Accretive Wealth Partners
New Jersey
$798K
CW
409
CreativeOne Wealth
Kansas
$794K -$9.24K -39 -1%
WI
410
Wintrust Investments
Illinois
$788K -$65.8K -278 -8%
LWM
411
LJI Wealth Management
Indiana
$775K +$14.2K +60 +2%
SWM
412
Shelton Wealth Management
Texas
$772K -$150K -632 -17%
FWSM
413
First Wilshire Securities Management
California
$765K
GD
414
Grandfield & Dodd
New York
$763K
LWM
415
Laidlaw Wealth Management
New York
$763K -$493K -2,080 -41%
IFWM
416
Institute for Wealth Management
Colorado
$758K -$731K -3,086 -51%
RMC
417
Regis Management Company
California
$758K
PIAS
418
PCA Investment Advisory Services
Ohio
$750K +$49.5K +209 +8%
CAMG
419
CWA Asset Management Group
Florida
$750K -$47.6K -201 -6%
BMWM
420
Brown Miller Wealth Management
Virginia
$742K
HSA
421
HBK Sorce Advisory
Pennsylvania
$741K -$65.1K -275 -9%
BOPW
422
Brandywine Oak Private Wealth
Pennsylvania
$738K -$112K -471 -14%
CFG
423
Citizens Financial Group
Rhode Island
$731K -$96.9K -409 -12%
WF
424
Warner Financial
Maryland
$718K +$7.82K +33 +1%
RCA
425
Ranch Capital Advisors
Florida
$717K -$52.1K -220 -7%