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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
SCI
576
Stableford Capital II
Arizona
$382K
VCP
577
Verus Capital Partners
Arizona
$382K -$92.6K -380 -19%
Bessemer Group
578
Bessemer Group
New Jersey
$380K -$13.4K -55 -3%
SMG
579
Smart Money Group
Texas
$378K -$3.82M -15,677 -91%
CFCI
580
Comprehensive Financial Consultants Institutional
Indiana
$378K
AIA
581
Alera Investment Advisors
Illinois
$377K
CGH
582
CMG Global Holdings
Texas
$373K +$244 +1 +0.1%
EFG
583
Ethos Financial Group
Pennsylvania
$368K +$70.4K +289 New
Franklin Resources
584
Franklin Resources
California
$367K -$4.14K -17 -1%
RWA
585
River Wealth Advisors
Pennsylvania
$367K -$49K -201 -11%
OWA
586
Octavia Wealth Advisors
Ohio
$362K -$56.6K -232 -13%
AWM
587
Avaii Wealth Management
Wisconsin
$362K
PEA
588
Park Edge Advisors
Ohio
$361K -$11.5K -47 -3%
WPC
589
Waters Parkerson & Co
Louisiana
$359K
TSWM
590
Triangle Securities Wealth Management
North Carolina
$358K +$12.2K +50 +3%
GC
591
Garde Capital
Washington
$353K
HCMT
592
Highland Capital Management (Tennessee)
Tennessee
$352K -$2.92K -12 -0.8%
WA
593
Waverly Advisors
Alabama
$351K +$364K +1,492 New
BBA
594
BLB&B Advisors
Pennsylvania
$346K -$35.8K -147 -9%
APW
595
Aurora Private Wealth
New Jersey
$344K +$1.22K +5 +0.3%
MIM
596
Moseley Investment Management
Florida
$344K +$244 +1 +0.1%
Fiera Capital (Canada)
597
Fiera Capital (Canada)
Quebec, Canada
$342K -$3.41K -14 -1%
MIC
598
Meridian Investment Counsel
California
$339K
AF
599
Advisornet Financial
Minnesota
$338K +$488 +2 +0.1%
GRP
600
Global Retirement Partners
California
$336K +$44.4K +182 +14%

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.