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Vanguard Health Care ETF

923 hedge funds and large institutions have $5.66B invested in Vanguard Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 273 increasing their positions, 311 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $2.47M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $5.34B → $5.66B (+$319M)

3% more funds holding in top 10

Funds holding in top 10: 3940 (+1)

2% more funds holding

Funds holding: 903923 (+20)

0.58% more ownership

Funds ownership: 37.8%38.38% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 311

Holders
923
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
14.49%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.63%
New
76
Increased
273
Reduced
311
Closed
48
Calls
$10.7M
Puts
$2.47M
Net Calls
+$8.25M
Net Calls Change
+$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
501
Focus Partners Advisor Solutions
Missouri
$531K +$258K +1,060 +95%
AMM
502
American Money Management
California
$531K
VCA
503
Verdence Capital Advisors
Maryland
$530K +$9.24K +38 +2%
BFEC
504
Benjamin F. Edwards & Company
Missouri
$528K
RVPG
505
Relative Value Partners Group
$528K -$9.24K -38 -2%
WS
506
Wedbush Securities
California
$523K -$60.6K -249 -10%
OCPWS
507
One Charles Private Wealth Services
Massachusetts
$521K +$65K +267 +14%
VVP
508
Venture Visionary Partners
Ohio
$519K -$63.3K -260 -11%
FCI
509
Financial Counselors Inc
Kansas
$519K -$12.9K -53 -2%
WWM
510
Western Wealth Management
Colorado
$518K -$274K -1,127 -35%
PSF
511
Pacific Sun Financial
California
$517K +$528K +2,170 New
FHA
512
Flagship Harbor Advisors
Massachusetts
$515K +$49.1K +202 +11%
CB
513
Commerce Bank
Missouri
$514K
WAS
514
Winch Advisory Services
Wisconsin
$510K -$15.8K -65 -3%
NB
515
Nicolet Bankshares
Wisconsin
$509K
RWIA
516
Roger Wittlin Investment Advisory
California
$507K
FLPIM
517
F.L. Putnam Investment Management
Massachusetts
$501K +$3.41K +14 +0.7%
HTC
518
Haverford Trust Company
Pennsylvania
$500K
SPFA
519
Summit Place Financial Advisors
New Jersey
$498K -$18.2K -75 -4%
BCMLT
520
Beacon Capital Management LLC (Tennessee)
Tennessee
$495K -$35.3K -145 -7%
GIM
521
Goelzer Investment Management
Indiana
$494K
JAG
522
Journey Advisory Group
Kentucky
$494K
KWA
523
Kingswood Wealth Advisors
California
$493K +$490K +2,015 New
VAF
524
Values Added Financial
District of Columbia
$493K +$489K +2,012 New
TFA
525
Teamwork Financial Advisors
Texas
$491K +$26.5K +109 +6%

VHT Hedge Fund Activity: Q2 2023 in Review

923 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2023, worth a combined $5.66B — up 6% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VHT positions and 48 closed out — a net gain of 28 holders — while 273 added to existing stakes and 311 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $764M. The largest seller was Summit Wealth Group, cutting an estimated $984M.

  • 923 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2023, up from 903 in Q1 2023.
  • Funds reported $5.66B of Vanguard Health Care ETF stock for Q2 2023, up 6% quarter-over-quarter.
  • 76 funds opened new Vanguard Health Care ETF positions in Q2 2023 and 48 closed out, a net change of +28 holders.
  • The largest Vanguard Health Care ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $764M added.
  • The largest Vanguard Health Care ETF seller in Q2 2023 was Summit Wealth Group, an estimated $984M sold.

Based on aggregated 13F filings for Q2 2023.