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Vanguard Health Care ETF

563 hedge funds and large institutions have $2.73B invested in Vanguard Health Care ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more funds holding in top 10

Funds holding in top 10: 1829 (+11)

12% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 182

1.78% more ownership

Funds ownership: 32.73%34.5% (+1.8%)

1% less call options, than puts

Call options by funds: $5.81M | Put options by funds: $5.9M

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

1% less funds holding

Funds holding: 571563 (-8)

9% less capital invested

Capital invested by funds: $3B → $2.73B (-$262M)

Holders
563
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
12.41%
Holding in Top 10
29
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+61.11%
% of All Funds
0.64%
New
62
Increased
204
Reduced
182
Closed
65
Calls
$5.81M
Puts
$5.9M
Net Calls
-$83K
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
451
City Holding Co
West Virginia
$126K
CFA
452
Carroll Financial Associates
North Carolina
$125K -$23.9K -131 -15%
LWM
453
Lenox Wealth Management
Ohio
$123K
DCM
454
Davis Capital Management
Florida
$121K +$134K +731 New
BCA
455
Bray Capital Advisors
Florida
$118K
WIM
456
Westside Investment Management
California
$117K +$677K +3,707 New
IA
457
IndexIQ Advisors
New York
$116K -$153K -835 -54%
HWA
458
Heritage Wealth Advisors
Virginia
$111K +$365 +2 +0.3%
WB
459
West Bancorporation
Iowa
$110K +$22.8K +125 +23%
CAC
460
Certified Advisory Corp
Florida
$108K +$183 +1 +0.2%
EIP
461
Ellis Investment Partners
Pennsylvania
$97K +$82.8K +453 +287%
TF
462
Tompkins Financial
New York
$91K +$8.77K +48 +10%
MWP
463
Meridian Wealth Partners
Pennsylvania
$89K
WAS
464
Winch Advisory Services
Wisconsin
$89K
RWA
465
Ropes Wealth Advisors
Massachusetts
$84K -$85.7K -469 -48%
IFAM
466
Institutional & Family Asset Management
Colorado
$84K
SWA
467
Stratos Wealth Advisors
Ohio
$83K +$91.5K +501 New
OPS
468
Orion Portfolio Solutions
Nebraska
$80K +$75.5K +413 +626%
TFGT
469
TS Financial Group (TSFG)
Illinois
$77K +$183 +1 +0.2%
CT
470
Caldwell Trust
Florida
$74.7K
AF
471
Affiance Financial
Minnesota
$73K -$365 -2 -0.5%
SAM
472
S.A. Mason
Michigan
$73K
GEA
473
Glen Eagle Advisors
New Jersey
$66.6K -$36.5K -200 -33%
DWM
474
Darwin Wealth Management
Florida
$63K +$70.2K +384 New
BWL
475
Bogart Wealth LLC
Virginia
$61K