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Vanguard Health Care ETF

706 hedge funds and large institutions have $4.12B invested in Vanguard Health Care ETF in 2020 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 229 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 30

27% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 180

21% more funds holding in top 10

Funds holding in top 10: 2429 (+5)

15% more funds holding

Funds holding: 615706 (+91)

11% more capital invested

Capital invested by funds: $3.7B → $4.12B (+$424M)

10% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.91M

0.71% less ownership

Funds ownership: 31.95%31.24% (-0.71%)

Holders
706
Holders Change
+91
Holders Change %
+14.8%
% of All Funds
12.49%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
131
Increased
229
Reduced
180
Closed
30
Calls
$3.19M
Puts
$2.91M
Net Calls
+$286K
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
476
KeyBank National Association
Ohio
$283K -$1.28K -6 -0.5%
SMG
477
Smart Money Group
Texas
$283K +$1.07K +5 +0.4%
SFBLI
478
Southern Farm Bureau Life Insurance
Mississippi
$280K +$267K +1,250 New
GGS
479
Galvin Gaustad & Stein
Arizona
$277K +$265K +1,238 New
CG
480
Caprock Group
Idaho
$276K +$1.07K +5 +0.4%
BRC
481
BHF RG Capital
Arizona
$275K -$48.3K -226 -16%
IAA
482
Ironsides Asset Advisors
North Carolina
$274K
ADBIC
483
A.D. Beadell Investment Counsel
Wisconsin
$270K -$1.07K -5 -0.4%
WIA
484
World Investment Advisors
California
$270K +$244K +1,141 New
MCCP
485
Mission Creek Capital Partners
California
$270K +$258K +1,206 New
DDC
486
DF Dent & Co
Maryland
$269K
SFP
487
Shepherd Financial Partners
Massachusetts
$269K +$257K +1,201 New
MMPW
488
Mitchell McLeod Pugh & Williams
Alabama
$268K
CPFP
489
Clear Perspectives Financial Planning
Ohio
$268K +$256K +1,199 New
FRA
490
Front Row Advisors
California
$265K
SFG
491
Sovereign Financial Group
Connecticut
$263K +$251K +1,174 New
HWA
492
HCR Wealth Advisors
California
$262K +$16K +75 +7%
MIM
493
Marco Investment Management
Georgia
$259K +$247K +1,156 New
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$258K
MAM
495
McCarthy Asset Management
California
$258K +$246K +1,153 New
PP
496
PDS Planning
Ohio
$256K +$32.3K +151 +15%
FHC
497
First Heartland Consultants
Missouri
$253K +$31.6K +148 +15%
RDWM
498
Red Door Wealth Management
Tennessee
$249K
ZF
499
Zhang Financial
Michigan
$248K +$237K +1,110 New
HWA
500
HHM Wealth Advisors
Tennessee
$247K -$37.4K -175 -14%