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Vanguard Health Care ETF

600 hedge funds and large institutions have $3.66B invested in Vanguard Health Care ETF in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 158

34% more capital invested

Capital invested by funds: $2.73B → $3.66B (+$926M)

25% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $4.8M

7% more funds holding

Funds holding: 563600 (+37)

0.86% less ownership

Funds ownership: 34.5%33.64% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
600
Holders Change
+37
Holders Change %
+6.57%
% of All Funds
12.3%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.57%
New
77
Increased
220
Reduced
158
Closed
36
Calls
$6.01M
Puts
$4.8M
Net Calls
+$1.21M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$253K
WWM
427
Western Wealth Management
Colorado
$253K +$5.44K +29 +2%
JHP
428
James Hambro & Partners
United Kingdom
$251K +$244K +1,300 New
AIP
429
Almanack Investment Partners
Pennsylvania
$250K -$13.1K -70 -5%
CAM
430
Cresset Asset Management
Illinois
$249K +$242K +1,292 New
KOMWMG
431
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$247K +$240K +1,280 New
GRP
432
Global Retirement Partners
California
$245K -$20.5K -109 -8%
CAG
433
Crestwood Advisors Group
Massachusetts
$245K
FMTC
434
Farmers & Merchants Trust Company
California
$245K
KeyBank National Association
435
KeyBank National Association
Ohio
$245K +$9.57K +51 +4%
CIBC World Market
436
CIBC World Market
Ontario, Canada
$245K +$239K +1,274 New
SMG
437
Smart Money Group
Texas
$242K +$938 +5 +0.4%
FC
438
Financial Consulate
Maryland
$241K +$4.13K +22 +2%
AWM
439
Atticus Wealth Management
Florida
$239K +$19.5K +104 +9%
IAIM
440
International Assets Investment Management
Florida
$237K -$71.9K -383 -23%
SPL
441
Smart Portfolios LLC
Washington
$237K +$217K +1,154 New
CG
442
Caprock Group
Idaho
$236K -$372K -1,985 -62%
IAA
443
Ironsides Asset Advisors
North Carolina
$236K
ADBIC
444
A.D. Beadell Investment Counsel
Wisconsin
$234K
Neuberger Berman Group
445
Neuberger Berman Group
New York
$233K +$227K +1,211 New
MMPW
446
Mitchell McLeod Pugh & Williams
Alabama
$231K -$77.7K -414 -26%
IA
447
IndexIQ Advisors
New York
$229K +$91.9K +490 +70%
FRA
448
Front Row Advisors
California
$228K -$12.2K -65 -5%
TFS
449
Thoroughbred Financial Services
Tennessee
$227K -$32.6K -174 -13%
ODIJL
450
One Day In July LLC
Vermont
$227K +$221K +1,178 New

VHT Hedge Fund Activity: Q2 2020 in Review

600 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2020, worth a combined $3.66B — up 34% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VHT positions and 36 closed out — a net gain of 41 holders — while 220 added to existing stakes and 158 trimmed.

The largest buyer was Cabana LLC, opening a new position worth an estimated $99.2M. The largest seller was Osaic Holdings, cutting an estimated $223M.

  • 600 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2020, up from 563 in Q1 2020.
  • Funds reported $3.66B of Vanguard Health Care ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 77 funds opened new Vanguard Health Care ETF positions in Q2 2020 and 36 closed out, a net change of +41 holders.
  • The largest Vanguard Health Care ETF buyer in Q2 2020 was Cabana LLC, an estimated $99.2M added.
  • The largest Vanguard Health Care ETF seller in Q2 2020 was Osaic Holdings, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2020.