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Vanguard Health Care ETF

994 hedge funds and large institutions have $6.05B invested in Vanguard Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $1.62M

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

0% more funds holding

Funds holding: 990994 (+4)

0.87% less ownership

Funds ownership: 35.2%34.32% (-0.87%)

5% less capital invested

Capital invested by funds: $6.36B → $6.05B (-$311M)

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

20% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 345

Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
14.36%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.49%
New
80
Increased
276
Reduced
345
Closed
55
Calls
$8.8M
Puts
$1.62M
Net Calls
+$7.18M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
426
HBK Sorce Advisory
Pennsylvania
$790K -$2.1K -8 -0.3%
BMWM
427
Brown Miller Wealth Management
Virginia
$788K
BOPW
428
Brandywine Oak Private Wealth
Pennsylvania
$783K -$262 -1 -0%
FP
429
Financial Perspectives
Minnesota
$777K +$89.7K +342 +13%
WF
430
Warner Financial
Maryland
$772K -$21.2K -81 -3%
GVAG
431
Great Valley Advisor Group
Delaware
$769K -$872K -3,325 -53%
WTC
432
WhitTier Trust Company
Nevada
$752K
BAM
433
Belpointe Asset Management
Nevada
$748K -$283K -1,081 -28%
LL
434
LPWM LLC
Minnesota
$742K +$9.96K +38 +1%
Vanguard Group
435
Vanguard Group
Pennsylvania
$738K -$55.3K -211 -7%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$734K -$53.5K -204 -7%
AWA
437
Alta Wealth Advisors
Massachusetts
$728K
P
438
&Partners
Tennessee
$728K +$717K +2,735 New
PCA
439
Prosperity Capital Advisors
Ohio
$726K +$12.3K +47 +2%
DI
440
DAGCO Inc
Ohio
$726K -$22.3K -85 -3%
WP
441
WMS Partners
Maryland
$723K
Vontobel Holding
442
Vontobel Holding
Switzerland
$718K
WJWM
443
Williams Jones Wealth Management
New York
$717K
JFG
444
Jefferies Financial Group
New York
$716K +$124K +473 +21%
Koshinski Asset Management
445
Koshinski Asset Management
Illinois
$714K -$112K -426 -14%
ECA
446
Elevation Capital Advisory
Oregon
$704K +$693K +2,645 New
CCA
447
Checchi Capital Advisers
California
$695K -$1.05K -4 -0.2%
SF
448
Synovus Financial
Georgia
$691K +$1.57K +6 +0.2%
FTUS
449
Flow Traders U.S.
New York
$687K -$71.6K -273 -10%
CPA
450
Clear Point Advisors
New York
$682K