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Vanguard Health Care ETF

924 hedge funds and large institutions have $5.68B invested in Vanguard Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 308 increasing their positions, 322 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+5
Holders Change %
+0.54%
% of All Funds
14.73%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.65%
New
59
Increased
308
Reduced
322
Closed
46
Calls
$8.7M
Puts
$3.29M
Net Calls
+$5.41M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
501
Hilton Capital Management
New York
$523K
PFA
502
Pinnacle Family Advisors
Missouri
$523K +$12.2K +52 +2%
CG
503
Colony Group
Massachusetts
$522K -$71.2K -303 -12%
API
504
Advisor Partners II
California
$518K +$267K +1,137 +106%
PWM
505
PRW Wealth Management
Massachusetts
$516K +$516K +2,303 New
MFG
506
Merit Financial Group
Georgia
$516K -$49.8K -212 -9%
OCPWS
507
One Charles Private Wealth Services
Massachusetts
$516K +$16K +68 +3%
PSF
508
Pacific Sun Financial
California
$510K
AMM
509
American Money Management
California
$510K
RVPG
510
Relative Value Partners Group
$508K +$1.88K +8 +0.4%
BFEC
511
Benjamin F. Edwards & Company
Missouri
$507K
WS
512
Wedbush Securities
California
$507K +$4.94K +21 +1%
DI
513
DAGCO Inc
Ohio
$502K +$221K +2,751 +79%
BCMLT
514
Beacon Capital Management LLC (Tennessee)
Tennessee
$495K
AWM
515
Avior Wealth Management
Nebraska
$491K -$153K -652 -24%
VVP
516
Venture Visionary Partners
Ohio
$489K -$9.4K -40 -2%
WF
517
Welch & Forbes
Massachusetts
$489K +$18.8K +80 +4%
NB
518
Nicolet Bankshares
Wisconsin
$489K
WWM
519
Western Wealth Management
Colorado
$488K -$8.93K -38 -2%
AA
520
Ancora Advisors
Ohio
$483K +$18.6K +79 +4%
FLPIM
521
F.L. Putnam Investment Management
Massachusetts
$482K
AFA
522
Atlas Financial Advisors
California
$480K +$226K +961 +89%
TFA
523
Teamwork Financial Advisors
Texas
$480K +$7.76K +33 +2%
GIM
524
Goelzer Investment Management
Indiana
$474K
JAG
525
Journey Advisory Group
Kentucky
$474K