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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
JWA
526
JFS Wealth Advisors
Pennsylvania
$52K
CFFP
527
Center for Financial Planning
Michigan
$52K +$9.38K +50 +23%
BCWM
528
Bartlett & Co Wealth Management
Ohio
$48.2K
BC
529
Bartlett & Co
Ohio
$48K
CIAS
530
CBIZ Investment Advisory Services
Ohio
$48K
CDIA
531
Capital Directions Investment Advisors
Georgia
$46K
HI
532
Hudock Inc
Pennsylvania
$45K +$938 +5 +2%
FNBOSM
533
First National Bank of South Miami
Florida
$39K
OC
534
Oakworth Capital
Alabama
$39K
SIAS
535
Shine Investment Advisory Services
Colorado
$39K
BWP
536
Baldwin Wealth Partners
Massachusetts
$37K
SC
537
Steph & Co
Wisconsin
$37K
GI
538
Gradient Investments
Minnesota
$36K
BBHC
539
Brown Brothers Harriman & Co
New York
$35K
LDFR
540
Lehman & Derafelo Financial Resources
Pennsylvania
$35K +$34.3K +183 New
FA
541
Faithward Advisors
Pennsylvania
$32K
APWM
542
Atlas Private Wealth Management
New York
$31K
PO
543
Private Ocean
California
$31K
WTC
544
WhitTier Trust Company
Nevada
$31K +$22K +117 +260%
NCM
545
New Capital Management
Texas
$30K
RBC
546
Roble Belko & Company
Pennsylvania
$30K
CWM
547
Cranbrook Wealth Management
Michigan
$29K
HF
548
Halpern Financial
Virginia
$28.9K
EWM
549
Edge Wealth Management
New York
$28K
MLFP
550
MPS Loria Financial Planners
Illinois
$28K +$27.4K +146 New

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.