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Vanguard Health Care ETF

476 hedge funds and large institutions have $2.52B invested in Vanguard Health Care ETF in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 112 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 53

60% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 112

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 443476 (+33)

1.65% less ownership

Funds ownership: 32.39%30.75% (-1.6%)

11% less capital invested

Capital invested by funds: $2.84B → $2.52B (-$321M)

68% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $5.06M

Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
10.61%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.56%
New
93
Increased
179
Reduced
112
Closed
53
Calls
$1.64M
Puts
$5.06M
Net Calls
-$3.42M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$18.5M +$3.67M +21,655 +23%
MM
27
Main Management
California
$18.5M +$745K +4,400 +4%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$17.2M +$681K +4,017 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$16.6M -$7.96M -46,989 -31%
RJA
30
Raymond James & Associates
Florida
$15.9M -$845K -4,989 -5%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$14.7M +$15.5M +91,558 New
BFG
32
Bouchey Financial Group
New York
$14.2M +$512K +3,019 +4%
AA
33
ALPS Advisors
Colorado
$13.9M +$14.7M +86,702 New
AG
34
Advisor Group
Arizona
$12.5M -$1.43M -8,419 -10%
AIA
35
Allied Investment Advisors
Montana
$11.6M +$762K +4,495 +7%
SPIA
36
Strategic Point Investment Advisors
Rhode Island
$11.6M -$134K -790 -1%
CMO
37
Covenant Multifamily Offices
Texas
$11.4M +$12.1M +71,246 New
PWAG
38
Polaris Wealth Advisory Group
California
$11.1M -$437K -2,580 -4%
B
39
Bailard
California
$8.94M +$93.4K +551 +1%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$8.79M +$1.97M +11,623 +27%
MAS
41
Madden Advisory Services
Florida
$8.67M +$476K +2,812 +5%
EWG
42
Executive Wealth Group
Washington
$8.51M +$19.7K +116 +0.2%
QA
43
Quantitative Advantage
Minnesota
$8.37M +$1.02M +5,992 +13%
Citigroup
44
Citigroup
New York
$8.24M +$772K +4,556 +10%
SAM
45
Silvercrest Asset Management
New York
$7.92M +$112K +662 +1%
CCM
46
CWH Capital Management
Washington
$7.9M +$8.34M +49,199 New
SWP
47
Stratos Wealth Partners
Ohio
$7.76M -$1.38M -8,133 -14%
MIH
48
Madison Investment Holdings
Wisconsin
$7.74M -$3.93M -23,175 -32%
DADC
49
D.A. Davidson & Co
Montana
$7.58M +$1.04M +6,157 +15%
HighTower Advisors
50
HighTower Advisors
Illinois
$7.39M +$1.8M +10,616 +30%

VHT Hedge Fund Activity: Q4 2018 in Review

476 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2018, worth a combined $2.52B — down 11% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VHT positions and 53 closed out — a net gain of 40 holders — while 179 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $76.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $198M.

  • 476 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2018, up from 443 in Q3 2018.
  • Funds reported $2.52B of Vanguard Health Care ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 93 funds opened new Vanguard Health Care ETF positions in Q4 2018 and 53 closed out, a net change of +40 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2018 was UBS Group, an estimated $76.1M added.
  • The largest Vanguard Health Care ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $198M sold.

Based on aggregated 13F filings for Q4 2018.