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Vanguard Health Care ETF

286 hedge funds and large institutions have $1.51B invested in Vanguard Health Care ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 84 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

71% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $2M

12% more funds holding

Funds holding: 256286 (+30)

1.58% more ownership

Funds ownership: 26.09%27.67% (+1.6%)

3% more capital invested

Capital invested by funds: $1.47B → $1.51B (+$46.5M)

8% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 91

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
286
Holders Change
+30
Holders Change %
+11.72%
% of All Funds
7.15%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.23%
New
66
Increased
84
Reduced
91
Closed
32
Calls
$3.42M
Puts
$2M
Net Calls
+$1.42M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
WBH Advisory
Maryland
$12.2M -$168K -1,317 -1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$10.1M +$276K +2,160 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$9.01M +$153K +1,199 +2%
NEIRG
29
New England Investment & Retirement Group
Massachusetts
$8.94M +$1.35M +10,538 +18%
RJA
30
Raymond James & Associates
Florida
$8.55M +$3.61M +28,272 +72%
RW
31
Rand Wealth
Maryland
$8M +$136K +1,067 +2%
B
32
Bailard
California
$7.24M +$180K +1,410 +3%
SWP
33
Stratos Wealth Partners
Ohio
$7.02M -$1.84M -14,406 -21%
FWM
34
Focused Wealth Management
New York
$6.93M +$55.1K +432 +0.8%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$6.93M -$148K -1,157 -2%
SG Americas Securities
36
SG Americas Securities
New York
$6.71M +$5.73M +44,902 +562%
JP Morgan Chase
37
JP Morgan Chase
New York
$5.91M +$940K +7,364 +19%
Citigroup
38
Citigroup
New York
$5.82M +$275K +2,156 +5%
NPC
39
National Planning Corporation
California
$5.56M +$478K +3,747 +10%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$5.54M +$3.31M +25,952 +146%
Mariner
41
Mariner
Kansas
$5.17M -$1.16M -9,117 -18%
AG
42
Advisor Group
Arizona
$5.1M +$66.6K +522 +1%
BF
43
BOK Financial
Oklahoma
$4.9M -$89.1K -698 -2%
MFS
44
MSI Financial Services
Massachusetts
$4.85M -$2.57M -20,141 -34%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$4.65M -$292K -2,291 -6%
PAG
46
Private Advisor Group
New Jersey
$4.6M +$1.25M +9,804 +39%
EWM
47
Endurance Wealth Management
Rhode Island
$4.41M -$817K -6,400 -16%
SI
48
SII Investments
Wisconsin
$4.35M -$221K -1,735 -5%
MIAN
49
Mariner Independent Advisor Network
Kansas
$4.31M +$4.34M +34,006 New
NEPWA
50
New England Private Wealth Advisors
Massachusetts
$4.3M -$226K -1,768 -5%