We are live on ! Find out more
VHT icon

Vanguard Health Care ETF
VHT

773 hedge funds and large institutions have $4.84B invested in Vanguard Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 278 increasing their positions, 181 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 26

54% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 181

10% more capital invested

Capital invested by funds: $4.39B → $4.84B (+$446M)

5% more funds holding

Funds holding: 739 → 773 (+34)

1.73% more ownership

Funds ownership: 28.55% → 30.28% (+1.7%)

4% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $9.79M

0% more funds holding in top 10

Funds holding in top 10: 28 → 28 (0)

Holders
773
Holders Change
+34
Holders Change %
+4.6%
% of All Funds
13.53%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.49%
New
73
Increased
278
Reduced
181
Closed
26
Calls
$10.1M
Puts
$9.79M
Net Calls
+$347K
Net Calls Change
+$590K

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$198M
2
Bessemer Group
Bessemer Group
New Jersey
+$115M
3
ETC
Exchange Traded Concepts
Oklahoma
+$78.1M
4
AIC
Ameritas Investment Company
Nebraska
+$49.2M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$46M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$42M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$9.75M
3
Citigroup
Citigroup
New York
-$8.07M
4
Truist Financial
Truist Financial
North Carolina
-$7.26M
5
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$6.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
551
Hennion & Walsh Asset Management
New Jersey
$267K – – –
FA
552
Fermata Advisors
California
$266K -$72.1K -281 -21%
CPFP
553
Clear Perspectives Financial Planning
Ohio
$266K – – –
CWC
554
Carolinas Wealth Consulting
North Carolina
$265K +$257 +1 +0.1%
CCM
555
Covington Capital Management
California
$264K +$12.3K +48 +5%
DWMG
556
DB Wealth Management Group
California
$262K – – –
MC
557
Moors & Cabot
Massachusetts
$261K +$28.2K +110 +12%
ABC
558
Associated Banc-Corp
Wisconsin
$260K -$513 -2 -0.2%
FANJ
559
Financial Architects (New Jersey)
New Jersey
$260K – – –
GVAG
560
Great Valley Advisor Group
Delaware
$260K – – –
MFG
561
Magnus Financial Group
New York
$260K – – –
BWM
562
Birchcreek Wealth Management
Ohio
$258K – – –
SWM
563
Stockman Wealth Management
Montana
$258K – – –
HIA
564
Harbor Investment Advisory
Maryland
$256K -$2.82K -11 -1%
RRA
565
Round Rock Advisors
Connecticut
$256K – – –
KWM
566
Kingsview Wealth Management
Oregon
$255K +$265K +1,033 New
CFB
567
Cullen/Frost Bankers
Texas
$253K – – –
TFF
568
The Family Firm
Maryland
$253K +$770 +3 +0.3%
SF
569
Synovus Financial
Georgia
$252K +$19.2K +75 +8%
CCA
570
Conservest Capital Advisors
Pennsylvania
$250K – – –
VIM
571
Vista Investment Management
Pennsylvania
$250K – – –
EAM
572
Evanson Asset Management
California
$249K – – –
PA
573
Parallel Advisors
California
$248K -$60K -234 -19%
CIC
574
Carnegie Investment Counsel
Ohio
$243K -$24.4K -95 -9%
GIA
575
Gladstone Institutional Advisory
Florida
$241K – – –
21 22
23
24 25

VHT Hedge Fund Activity: Q3 2021 in Review

773 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2021, worth a combined $4.84B — up 10% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VHT positions and 26 closed out — a net gain of 47 holders — while 278 added to existing stakes and 181 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $198M. The largest seller was Wellington Management Group, cutting an estimated $42M.

  • 773 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2021, up from 739 in Q2 2021.
  • Funds reported $4.84B of Vanguard Health Care ETF stock for Q3 2021, up 10% quarter-over-quarter.
  • 73 funds opened new Vanguard Health Care ETF positions in Q3 2021 and 26 closed out, a net change of +47 holders.
  • The largest Vanguard Health Care ETF buyer in Q3 2021 was Beacon Capital Management Inc (Ohio), an estimated $198M added.
  • The largest Vanguard Health Care ETF seller in Q3 2021 was Wellington Management Group, an estimated $42M sold.

Based on aggregated 13F filings for Q3 2021.