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Vanguard Health Care ETF

874 hedge funds and large institutions have $5.75B invested in Vanguard Health Care ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $4.83M

32% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 251

28% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 64

15% more funds holding in top 10

Funds holding in top 10: 3945 (+6)

8% more capital invested

Capital invested by funds: $5.32B → $5.75B (+$436M)

2.52% more ownership

Funds ownership: 31.08%33.6% (+2.5%)

1% more funds holding

Funds holding: 868874 (+6)

Holders
874
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
13.79%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.71%
New
82
Increased
331
Reduced
251
Closed
64
Calls
$11.7M
Puts
$4.83M
Net Calls
+$6.9M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RWIA
476
Roger Wittlin Investment Advisory
California
$507K +$493K +1,996 New
SFS
477
Summit Financial Strategies
Ohio
$505K
NWMG
478
National Wealth Management Group
Ohio
$504K -$972K -3,934 -66%
KM
479
Kalos Management
Georgia
$498K +$512K +2,073 New
CG
480
Colony Group
Massachusetts
$493K
BFA
481
Beacon Financial Advisory
Ohio
$492K +$247 +1 +0.1%
OWA
482
Octavia Wealth Advisors
Ohio
$485K -$25K -101 -5%
GIM
483
Goelzer Investment Management
Indiana
$480K
CB
484
Commerce Bank
Missouri
$473K +$5.68K +23 +1%
1832 Asset Management
485
1832 Asset Management
Ontario, Canada
$473K +$119K +482 +34%
JG
486
Jefferies Group
New York
$472K
RC
487
Roundview Capital
New Jersey
$471K -$2.47K -10 -0.5%
IWA
488
IVC Wealth Advisors
Pennsylvania
$470K
RCYC
489
Richard C. Young & Co
Rhode Island
$468K -$416K -1,683 -48%
IWA
490
Inspirion Wealth Advisors
Illinois
$463K +$1.48K +6 +0.3%
WAS
491
Winch Advisory Services
Wisconsin
$460K -$45.7K -185 -9%
LF
492
LifeSteps Financial
California
$459K +$2.47K +10 +0.6%
AWA
493
Arete Wealth Advisors
Illinois
$458K -$38.1K -154 -8%
AIP
494
Almanack Investment Partners
Pennsylvania
$455K +$494 +2 +0.1%
ES
495
Eagle Strategies
New York
$453K -$12.4K -50 -3%
APW
496
Aurora Private Wealth
New Jersey
$452K -$2.96K -12 -0.7%
SBH
497
Segall Bryant & Hamill
Illinois
$447K +$435K +1,759 New
CIBC World Market
498
CIBC World Market
Ontario, Canada
$443K -$32.1K -130 -7%
W
499
Wealthquest
Ohio
$441K
KeyBank National Association
500
KeyBank National Association
Ohio
$436K -$41.5K -168 -9%