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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
RCA
426
Ranch Capital Advisors
Florida
$727K
FWSM
427
First Wilshire Securities Management
California
$717K
GD
428
Grandfield & Dodd
New York
$716K
LWM
429
LJI Wealth Management
Indiana
$713K +$78K +320 +12%
RMC
430
Regis Management Company
California
$711K -$36.6K -150 -5%
BMWM
431
Brown Miller Wealth Management
Virginia
$696K
NAS
432
NWF Advisory Services
California
$694K -$139K -571 -16%
MWM
433
Modera Wealth Management
New Jersey
$692K +$16.3K +67 +2%
KA
434
Kovack Advisors
Florida
$689K -$210K -861 -23%
JHP
435
James Hambro & Partners
United Kingdom
$685K
Vontobel Holding
436
Vontobel Holding
Switzerland
$682K -$43.9K -180 -6%
PCA
437
Prosperity Capital Advisors
Ohio
$681K -$16.8K -69 -2%
Vanguard Group
438
Vanguard Group
Pennsylvania
$681K +$11.5K +47 +2%
KAS
439
KPP Advisory Services
Kentucky
$675K +$700K +2,870 New
WMA
440
Wealth Management Associates
New Jersey
$668K -$3.66K -15 -0.5%
WF
441
Warner Financial
Maryland
$666K -$4.88K -20 -0.7%
EP
442
Essential Planning
New Hampshire
$660K -$21K -86 -3%
PVAMC
443
PPS&V Asset Management Consultants
Michigan
$658K -$22.4K -92 -3%
PIAS
444
PCA Investment Advisory Services
Ohio
$655K +$5.36K +22 +0.8%
PIMG
445
Patriot Investment Management Group
Tennessee
$654K +$244 +1 +0%
EP
446
Eudaimonia Partners
Tennessee
$647K +$65.8K +270 +11%
AMCA
447
Arthur M. Cohen & Associates
Illinois
$645K
WP
448
WMS Partners
Maryland
$639K -$15.1K -62 -2%
FWM
449
Forefront Wealth Management
Pennsylvania
$639K +$4.14K +17 +0.6%
IA
450
IFP Advisors
Florida
$629K -$689K -2,825 -51%