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Vanguard Health Care ETF

739 hedge funds and large institutions have $4.39B invested in Vanguard Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

33% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 205

1% more funds holding

Funds holding: 731739 (+8)

4% more capital invested

Capital invested by funds: $4.21B → $4.39B (+$185M)

5% less call options, than puts

Call options by funds: $4.77M | Put options by funds: $5.02M

2.6% less ownership

Funds ownership: 31.15%28.55% (-2.6%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
739
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
12.86%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
68
Increased
273
Reduced
205
Closed
49
Calls
$4.77M
Puts
$5.02M
Net Calls
-$243K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$32.6M -$791K -3,310 -2%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$29.5M -$3.44M -14,384 -11%
Truist Financial
28
Truist Financial
North Carolina
$27.6M -$12M -50,300 -31%
WFWM
29
Wechter Feldman Wealth Management
New Jersey
$26.8M +$376K +1,572 +1%
CA
30
Capital Advantage
California
$25.6M +$284K +1,188 +1%
AIA
31
Allied Investment Advisors
Montana
$24.4M +$760K +3,182 +3%
Mariner
32
Mariner
Kansas
$24.2M +$710K +2,969 +3%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7M +$1.04M +4,372 +5%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$23M +$2.35M +9,854 +12%
PAG
35
Private Advisor Group
New Jersey
$22.2M +$941K +3,936 +5%
Goldman Sachs
36
Goldman Sachs
New York
$22M +$6.3M +26,362 +42%
PCIG
37
Partners Capital Investment Group
Massachusetts
$21.8M -$735K -3,077 -3%
NEIRG
38
New England Investment & Retirement Group
Massachusetts
$21M -$3.38M -14,155 -14%
MM
39
Main Management
California
$20M
BOPW
40
Brandywine Oak Private Wealth
Pennsylvania
$19.9M -$551K -2,307 -3%
KAS
41
Kestra Advisory Services
Texas
$19.6M -$1.7M -7,117 -8%
MAM
42
Marotta Asset Management
Virginia
$19.4M -$15.5K -65 -0.1%
WA
43
WBH Advisory
Maryland
$19.1M -$126K -527 -0.7%
Citigroup
44
Citigroup
New York
$18.6M +$714K +2,987 +4%
KIA
45
KCM Investment Advisors
California
$17.9M +$316K +1,322 +2%
PCH
46
PGIM Custom Harvest
New Jersey
$17.8M +$3.46M +14,493 +25%
FSC
47
Full Sail Capital
Oklahoma
$16.2M -$424K -1,776 -3%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$15.7M +$2.61M +10,914 +21%
AAS
49
Avantax Advisory Services
Texas
$15.2M +$3.09M +12,911 +27%
SPIA
50
Strategic Point Investment Advisors
Rhode Island
$14.2M +$81K +339 +0.6%