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Vanguard Health Care ETF
VHT

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: 40 → 41 (+1)

1% more funds holding

Funds holding: 923 → 928 (+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

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$159M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$44.2M
5
First Manhattan
First Manhattan
New York
+$21M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$769M
2
PG
Prostatis Group
Maryland
-$71.2M
3
HFRG
Houlihan Financial Resource Group
Virginia
-$68.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$43.7M
5
Cerity Partners
Cerity Partners
New York
-$27.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
451
HM Payson & Co
Maine
$628K – – –
PSCM
452
Per Stirling Capital Management
Texas
$626K +$15.6K +64 +2%
FPW
453
Flagship Private Wealth
Massachusetts
$625K +$1.95K +8 +0.3%
SC
454
Savant Capital
Illinois
$625K -$9.51K -39 -1%
TSS
455
Two Sigma Securities
New York
$622K +$404K +1,657 +168%
KeyBank National Association
456
KeyBank National Association
Ohio
$609K +$33.2K +136 +6%
TGAM
457
TBH Global Asset Management
Tennessee
$609K -$12.2K -50 -2%
MWM
458
Madison Wealth Management
Ohio
$608K – – –
BF
459
Blankinship & Foster
California
$606K – – –
TPCW
460
TD Private Client Wealth
New York
$604K -$210K -862 -25%
VFPI
461
Vantage Financial Partners (Illinois)
Illinois
$602K -$58.5K -240 -9%
LFASL
462
Lugano Financial Advisors SA (LFA)
Switzerland
$600K – – –
HWA
463
HCR Wealth Advisors
California
$598K -$97K -398 -14%
KIG
464
Kennedy Investment Group
New Jersey
$591K +$175K +718 +40%
CAC
465
Certified Advisory Corp
Florida
$591K +$488 +2 +0.1%
HI
466
Horizon Investments
North Carolina
$591K +$613K +2,514 New
Pictet Asset Management
467
Pictet Asset Management
Switzerland
$590K +$612K +2,510 New
BW
468
BIP Wealth
Georgia
$586K +$15.6K +64 +3%
CIAS
469
Capital Investment Advisory Services
North Carolina
$586K +$11.9K +49 +2%
AT
470
American Trust
Kentucky
$585K -$281K -1,154 -32%
FPAS
471
Focus Partners Advisor Solutions
Missouri
$585K +$77.5K +318 +15%
SF
472
Synovus Financial
Georgia
$584K +$48K +197 +9%
DFA
473
DHJJ Financial Advisors
Illinois
$584K -$64.8K -266 -10%
FHA
474
Flagship Harbor Advisors
Massachusetts
$577K +$84.8K +348 +17%
IWA
475
Inspirion Wealth Advisors
Illinois
$575K – – –
17 18
19
20 21

VHT Hedge Fund Activity: Q3 2023 in Review

928 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2023, worth a combined $5.68B — up 0.43% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VHT positions and 46 closed out — a net gain of 13 holders — while 308 added to existing stakes and 324 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $159M. The largest seller was EP Wealth Advisors, cutting an estimated $769M.

  • 928 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2023, up from 923 in Q2 2023.
  • Funds reported $5.68B of Vanguard Health Care ETF stock for Q3 2023, up 0.43% quarter-over-quarter.
  • 59 funds opened new Vanguard Health Care ETF positions in Q3 2023 and 46 closed out, a net change of +13 holders.
  • The largest Vanguard Health Care ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $159M added.
  • The largest Vanguard Health Care ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $769M sold.

Based on aggregated 13F filings for Q3 2023.