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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
VCP
526
Verus Capital Partners
Arizona
$491K -$145K -595 -23%
WF
527
Welch & Forbes
Massachusetts
$490K
HAG
528
HF Advisory Group
Maryland
$486K -$121K -498 -20%
BSW
529
Buckingham Strategic Wealth
Missouri
$485K +$130K +535 +37%
AA
530
Ancora Advisors
Ohio
$483K +$119K +490 +33%
RC
531
Roundview Capital
New Jersey
$483K +$14.6K +60 +3%
AIIMS
532
Analyst IMS Investment Management Services
Israel
$480K
CBFP
533
Cedar Brook Financial Partners
Ohio
$478K -$63.7K -262 -12%
MWM
534
MinichMacGregor Wealth Management
New York
$476K
BFA
535
Beacon Financial Advisory
Ohio
$469K
LA
536
LexAurum Advisors
Kansas
$467K -$129K -529 -22%
Jones Financial Companies
537
Jones Financial Companies
Missouri
$463K -$168K -691 -27%
BAM
538
BTS Asset Management
Massachusetts
$461K +$1.7K +7 +0.4%
HNB
539
Huntington National Bank
Ohio
$460K
RCAG
540
Rehmann Capital Advisory Group
Michigan
$459K -$73.2K -301 -14%
JFG
541
Jefferies Financial Group
New York
$454K
MCCP
542
Mission Creek Capital Partners
California
$454K -$3.41K -14 -0.7%
OL
543
Optas LLC
Texas
$454K -$91.5K -376 -17%
SWM
544
Silverlake Wealth Management
Vermont
$453K +$450K +1,851 New
FCFC
545
First Commonwealth Financial Corp
Pennsylvania
$450K
IWA
546
IVC Wealth Advisors
Pennsylvania
$446K -$5.11K -21 -1%
ZF
547
Zhang Financial
Michigan
$446K
SFS
548
Summit Financial Strategies
Ohio
$446K -$40.1K -165 -8%
CIM
549
Corbyn Investment Management
Maryland
$442K -$7.05K -29 -2%
Empower Advisory Group
550
Empower Advisory Group
Colorado
$440K +$130K +533 +42%

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.