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Vanguard Health Care ETF

928 hedge funds and large institutions have $5.68B invested in Vanguard Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 308 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $8.7M | Put options by funds: $3.29M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

1% more funds holding

Funds holding: 923928 (+5)

0% more capital invested

Capital invested by funds: $5.66B → $5.68B (+$24.2M)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 324

3.46% less ownership

Funds ownership: 38.38%34.92% (-3.5%)

Holders
928
Holders Change
+5
Holders Change %
+0.54%
% of All Funds
14.73%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.65%
New
59
Increased
308
Reduced
324
Closed
46
Calls
$8.7M
Puts
$3.29M
Net Calls
+$5.41M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
551
IVC Wealth Advisors
Pennsylvania
$428K
ZF
552
Zhang Financial
Michigan
$428K
AFG
553
Allegheny Financial Group
Pennsylvania
$428K +$444K +1,820 New
OSAM
554
O'Shaughnessy Asset Management
Connecticut
$425K +$97.3K +399 +28%
CIM
555
Corbyn Investment Management
Maryland
$425K
DJSG
556
D.J. St. Germain
Massachusetts
$420K
Empower Advisory Group
557
Empower Advisory Group
Colorado
$419K -$4.14K -17 -0.9%
Jones Financial Companies
558
Jones Financial Companies
Missouri
$409K -$37.5K -154 -8%
AIM
559
Athena Investment Management
California
$409K
SFS
560
Summit Financial Strategies
Ohio
$405K -$24.4K -100 -5%
PP
561
Patten & Patten
Tennessee
$404K
NP
562
NorthRock Partners
Minnesota
$403K -$14.1K -58 -3%
CBFP
563
Cedar Brook Financial Partners
Ohio
$403K -$58.3K -239 -12%
Qube Research & Technologies (QRT)
564
Qube Research & Technologies (QRT)
United Kingdom
$402K +$417K +1,709 New
CSPIA
565
Cary Street Partners Investment Advisory
Virginia
$400K +$93.8K +385 +29%
AIFAIM
566
American Institute for Advanced Investment Management
Arizona
$400K -$115K -472 -22%
SFI
567
SPC Financial Inc
Maryland
$400K
RCYC
568
Richard C. Young & Co
Rhode Island
$399K +$1.71K +7 +0.4%
BWM
569
Birchcreek Wealth Management
Ohio
$399K -$11.9K -49 -3%
AWM
570
Apollon Wealth Management
South Carolina
$398K -$7.2M -29,522 -95%
HI
571
Harper Investing
California
$394K +$113K +465 +38%
HTC
572
Haverford Trust Company
Pennsylvania
$392K -$91.4K -375 -18%
FA
573
Fiduciary Alliance
South Carolina
$388K
GWM
574
Greenhouse Wealth Management
Connecticut
$387K +$731 +3 +0.2%
SAM
575
Secure Asset Management
Michigan
$383K +$84.6K +347 +27%

VHT Hedge Fund Activity: Q3 2023 in Review

928 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2023, worth a combined $5.68B — up 0.43% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VHT positions and 46 closed out — a net gain of 13 holders — while 308 added to existing stakes and 324 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $159M. The largest seller was EP Wealth Advisors, cutting an estimated $769M.

  • 928 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2023, up from 923 in Q2 2023.
  • Funds reported $5.68B of Vanguard Health Care ETF stock for Q3 2023, up 0.43% quarter-over-quarter.
  • 59 funds opened new Vanguard Health Care ETF positions in Q3 2023 and 46 closed out, a net change of +13 holders.
  • The largest Vanguard Health Care ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $159M added.
  • The largest Vanguard Health Care ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $769M sold.

Based on aggregated 13F filings for Q3 2023.