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Vanguard Health Care ETF

600 hedge funds and large institutions have $3.66B invested in Vanguard Health Care ETF in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 158

34% more capital invested

Capital invested by funds: $2.73B → $3.66B (+$926M)

25% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $4.8M

7% more funds holding

Funds holding: 563600 (+37)

0.86% less ownership

Funds ownership: 34.5%33.64% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
600
Holders Change
+37
Holders Change %
+6.57%
% of All Funds
12.3%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.57%
New
77
Increased
220
Reduced
158
Closed
36
Calls
$6.01M
Puts
$4.8M
Net Calls
+$1.21M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
501
Ropes Wealth Advisors
Massachusetts
$98K +$375 +2 +0.4%
MPCG
502
Matrix Private Capital Group
New York
$93K +$62.3K +332 +218%
RIM
503
Rockbridge Investment Management
New York
$93K +$90.6K +483 New
TFGT
504
TS Financial Group (TSFG)
Illinois
$89K
CT
505
Caldwell Trust
Florida
$86.7K
SAM
506
S.A. Mason
Michigan
$85K
SQA
507
Simon Quick Advisors
New Jersey
$80K +$77.7K +414 New
GEA
508
Glen Eagle Advisors
New Jersey
$77.3K
AF
509
Affiance Financial
Minnesota
$74K -$10.9K -58 -13%
BWL
510
Bogart Wealth LLC
Virginia
$71K
First Manhattan
511
First Manhattan
New York
$70K
EDRH
512
Edmond de Rothschild Holding
Switzerland
$70K +$40.7K +217 +150%
AIC
513
Archer Investment Corporation
Indiana
$69.2K
EWA
514
Evolution Wealth Advisors
Florida
$68K -$211K -1,125 -76%
SSB
515
Sandy Spring Bank
Maryland
$68K +$1.88K +10 +3%
DWA
516
Dougherty Wealth Advisers
Minnesota
$67K
FCA
517
FinTrust Capital Advisors
South Carolina
$61K
WEC
518
Winslow Evans & Crocker
Massachusetts
$59K -$188 -1 -0.3%
CYG
519
Clean Yield Group
Vermont
$58K
HFM
520
Hartford Financial Management
Connecticut
$58K
MA
521
MCF Advisors
Kentucky
$58K
RMC
522
Resources Management Corp
Connecticut
$58K
VRM
523
Vectors Research Management
New York
$53K
PCIA
524
Prime Capital Investment Advisors
Kansas
$53K +$51.6K +275 New
RFWA
525
RPg Family Wealth Advisory
Massachusetts
$52K

VHT Hedge Fund Activity: Q2 2020 in Review

600 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2020, worth a combined $3.66B — up 34% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VHT positions and 36 closed out — a net gain of 41 holders — while 220 added to existing stakes and 158 trimmed.

The largest buyer was Cabana LLC, opening a new position worth an estimated $99.2M. The largest seller was Osaic Holdings, cutting an estimated $223M.

  • 600 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2020, up from 563 in Q1 2020.
  • Funds reported $3.66B of Vanguard Health Care ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 77 funds opened new Vanguard Health Care ETF positions in Q2 2020 and 36 closed out, a net change of +41 holders.
  • The largest Vanguard Health Care ETF buyer in Q2 2020 was Cabana LLC, an estimated $99.2M added.
  • The largest Vanguard Health Care ETF seller in Q2 2020 was Osaic Holdings, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2020.