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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
KIG
551
Kennedy Investment Group
New Jersey
$440K +$50.8K +209 +13%
DJSG
552
D.J. St. Germain
Massachusetts
$438K +$435K +1,788 New
AP
553
Arlington Partners
Alabama
$437K
AA
554
Advisory Alpha
Michigan
$436K +$18.5K +76 +4%
NP
555
NorthRock Partners
Minnesota
$434K +$102K +421 +31%
OWA
556
Octavia Wealth Advisors
Ohio
$434K +$11.2K +46 +3%
RWA
557
River Wealth Advisors
Pennsylvania
$431K -$7.54K -31 -2%
KM
558
Kalos Management
Georgia
$429K -$1.46K -6 -0.3%
BWM
559
Birchcreek Wealth Management
Ohio
$427K +$47.7K +196 +13%
AIM
560
Athena Investment Management
California
$425K
PP
561
Patten & Patten
Tennessee
$421K -$18K -74 -4%
SFI
562
SPC Financial Inc
Maryland
$416K
SCI
563
Stableford Capital II
Arizona
$416K +$410K +1,684 New
RCYC
564
Richard C. Young & Co
Rhode Island
$414K
S
565
SignatureFD
Georgia
$411K +$70.6K +290 +21%
CFGSD
566
Compass Financial Group (South Dakota)
South Dakota
$410K +$35.3K +145 +9%
Bessemer Group
567
Bessemer Group
New Jersey
$409K -$13.4K -55 -3%
TFS
568
Thoroughbred Financial Services
Tennessee
$405K +$18.7K +77 +5%
FA
569
Fiduciary Alliance
South Carolina
$404K +$4.87K +20 +1%
GWM
570
Greenhouse Wealth Management
Connecticut
$402K
Fisher Asset Management
571
Fisher Asset Management
Washington
$397K +$10.5K +43 +3%
BBA
572
BLB&B Advisors
Pennsylvania
$396K +$394K +1,618 New
BI
573
Berkeley Inc
Idaho
$395K
AIA
574
Alera Investment Advisors
Illinois
$393K -$42.6K -175 -10%
Wealth Enhancement Advisory Services
575
Wealth Enhancement Advisory Services
Minnesota
$392K +$389K +1,601 New

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.