We are live on ! Find out more
VHT icon

Vanguard Health Care ETF

256 hedge funds and large institutions have $1.47B invested in Vanguard Health Care ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $8.6M | Put options by funds: $2.89M

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

13% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 85

11% more capital invested

Capital invested by funds: $1.32B → $1.47B (+$147M)

1.81% more ownership

Funds ownership: 24.28%26.09% (+1.8%)

1% more funds holding

Funds holding: 253256 (+3)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
256
Holders Change
+3
Holders Change %
+1.19%
% of All Funds
6.83%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
27
Increased
96
Reduced
85
Closed
18
Calls
$8.6M
Puts
$2.89M
Net Calls
+$5.71M
Net Calls Change
+$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$9.27M +$4.13M +30,641 +78%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$8.41M -$669K -4,962 -7%
RW
28
Rand Wealth
Maryland
$8.25M +$97.2K +721 +1%
NEIRG
29
New England Investment & Retirement Group
Massachusetts
$7.98M -$81.9K -608 -1%
MFS
30
MSI Financial Services
Massachusetts
$7.76M -$219K -1,622 -3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$7.42M +$397K +2,946 +6%
B
32
Bailard
California
$7.41M -$46K -341 -0.6%
FWM
33
Focused Wealth Management
New York
$7.21M +$81.9K +608 +1%
TCT
34
TIAA CREF Trust
Missouri
$7.19M -$1.28M -9,491 -15%
Mariner
35
Mariner
Kansas
$6.63M +$386K +2,866 +6%
Citigroup
36
Citigroup
New York
$5.81M +$127K +942 +2%
Citadel Advisors
37
Citadel Advisors
Florida
$5.63M +$5.71M +42,366 New
EWM
38
Endurance Wealth Management
Rhode Island
$5.48M
TH
39
Timber Hill
Connecticut
$5.33M +$4.59M +34,046 +563%
AG
40
Advisor Group
Arizona
$5.28M +$1.48M +10,950 +38%
BF
41
BOK Financial
Oklahoma
$5.23M +$3.73M +27,704 +237%
JP Morgan Chase
42
JP Morgan Chase
New York
$5.21M -$97.6K -724 -2%
RJA
43
Raymond James & Associates
Florida
$5.21M +$906K +6,720 +21%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.18M -$122K -908 -2%
CA
45
Cetera Advisors
Colorado
$5.16M +$2.32M +17,205 +79%
KSA
46
Ken Stern & Associates
California
$5.14M +$177K +1,314 +4%
NPC
47
National Planning Corporation
California
$4.81M +$368K +2,728 +8%
SI
48
SII Investments
Wisconsin
$4.78M -$1.82M -13,495 -27%
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$4.74M +$206K +1,529 +4%
MAS
50
Madden Advisory Services
Florida
$4.54M +$129K +957 +3%