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Vanguard Health Care ETF

994 hedge funds and large institutions have $6.05B invested in Vanguard Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $1.62M

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

0% more funds holding

Funds holding: 990994 (+4)

0.87% less ownership

Funds ownership: 35.2%34.32% (-0.87%)

5% less capital invested

Capital invested by funds: $6.36B → $6.05B (-$311M)

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

20% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 345

Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
14.36%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.49%
New
80
Increased
276
Reduced
345
Closed
55
Calls
$8.8M
Puts
$1.62M
Net Calls
+$7.18M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
501
Pacific Sun Financial
California
$580K +$2.88K +11 +0.5%
EPM
502
Elm Partners Management
Pennsylvania
$578K +$223K +849 +64%
WF
503
Welch & Forbes
Massachusetts
$577K +$25.7K +98 +5%
AMM
504
American Money Management
California
$577K
AWM
505
AE Wealth Management
Kansas
$576K +$61.1K +233 +12%
FSA
506
Fort Sheridan Advisors
Illinois
$576K +$568K +2,166 New
EFA
507
Edge Financial Advisors
Illinois
$576K -$14.4K -55 -2%
LWM
508
Laidlaw Wealth Management
New York
$572K -$15.5K -59 -3%
HAG
509
HF Advisory Group
Maryland
$571K +$7.6K +29 +1%
WMA
510
Wealth Management Associates
New Jersey
$571K
AA
511
Aire Advisors
California
$570K +$562K +2,143 New
AFG
512
Allegheny Financial Group
Pennsylvania
$569K +$66.9K +255 +14%
PSCM
513
Per Stirling Capital Management
Texas
$567K -$124K -473 -18%
VCA
514
Verdence Capital Advisors
Maryland
$566K
AWM
515
Apollon Wealth Management
South Carolina
$565K -$144K -549 -21%
AF
516
Apexium Financial
Texas
$564K +$6.55K +25 +1%
RMF
517
Red Mountain Financial
Colorado
$562K +$553K +2,111 New
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
$559K +$5.24K +20 +1%
VVP
519
Venture Visionary Partners
Ohio
$554K
CWM
520
Collaborative Wealth Management
Florida
$552K -$26.2K -100 -5%
NB
521
Nicolet Bankshares
Wisconsin
$551K -$1.57K -6 -0.3%
NP
522
NorthRock Partners
Minnesota
$543K -$38K -145 -7%
Deutsche Bank
523
Deutsche Bank
Germany
$538K
CP
524
Creekside Partners
California
$538K +$530K +2,022 New
VAF
525
Values Added Financial
District of Columbia
$535K