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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
CFCI
576
Comprehensive Financial Consultants Institutional
Indiana
$390K -$14.8K -61 -4%
CGH
577
CMG Global Holdings
Texas
$388K
3F
578
360 Financial
Minnesota
$388K
PEA
579
Park Edge Advisors
Ohio
$387K +$2.68K +11 +0.7%
Franklin Resources
580
Franklin Resources
California
$387K +$4.14K +17 +1%
AWM
581
Avaii Wealth Management
Wisconsin
$377K -$42.3K -174 -10%
AWA
582
Arete Wealth Advisors
Illinois
$373K -$473K -1,945 -56%
WPC
583
Waters Parkerson & Co
Louisiana
$373K
First Manhattan
584
First Manhattan
New York
$373K
BAM
585
Belpointe Asset Management
Nevada
$371K -$2M -8,238 -84%
HCMT
586
Highland Capital Management (Tennessee)
Tennessee
$370K
GC
587
Garde Capital
Washington
$368K
BFG
588
Berger Financial Group
Minnesota
$365K -$29.7K -122 -8%
TSWM
589
Tyler-Stone Wealth Management
Ohio
$364K +$362K +1,489 New
TSWM
590
Triangle Securities Wealth Management
North Carolina
$361K +$4.87K +20 +1%
Fiera Capital (Canada)
591
Fiera Capital (Canada)
Quebec, Canada
$360K -$8.27K -34 -2%
MIM
592
Moseley Investment Management
Florida
$358K
APW
593
Aurora Private Wealth
New Jersey
$357K -$730 -3 -0.2%
MIC
594
Meridian Investment Counsel
California
$353K
AF
595
Advisornet Financial
Minnesota
$351K +$27K +111 +8%
EWA
596
Evolution Wealth Advisors
Florida
$351K
LAM
597
LifePro Asset Management
California
$348K +$345K +1,420 New
OSAM
598
O'Shaughnessy Asset Management
Connecticut
$345K -$1.22K -5 -0.4%
CWM
599
Chemistry Wealth Management
New York
$344K -$6.81K -28 -2%
Janus Henderson Group
600
Janus Henderson Group
United Kingdom
$344K +$342K +1,406 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.