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Vanguard Health Care ETF

963 hedge funds and large institutions have $6.02B invested in Vanguard Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 304 increasing their positions, 353 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.58M | Put options by funds: $3.69M

78% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 64

6% more capital invested

Capital invested by funds: $5.68B → $6.02B (+$337M)

4% more funds holding

Funds holding: 927963 (+36)

1.24% more ownership

Funds ownership: 34.92%36.16% (+1.2%)

5% less funds holding in top 10

Funds holding in top 10: 4139 (-2)

14% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 353

Holders
963
Holders Change
+36
Holders Change %
+3.88%
% of All Funds
14.04%
Holding in Top 10
39
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.88%
% of All Funds
0.57%
New
114
Increased
304
Reduced
353
Closed
64
Calls
$9.58M
Puts
$3.69M
Net Calls
+$5.9M
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
576
Bessemer Group
New Jersey
$405K
CAG
577
Compass Advisory Group
New York
$403K -$5.1M -21,526 -93%
AIA
578
Alera Investment Advisors
Illinois
$402K +$237 +1 +0.1%
TSWM
579
Triangle Securities Wealth Management
North Carolina
$401K +$17.8K +75 +5%
SFS
580
Summit Financial Strategies
Ohio
$400K -$30.1K -127 -7%
GRP
581
Global Retirement Partners
California
$397K +$25.8K +109 +8%
OSAM
582
O'Shaughnessy Asset Management
Connecticut
$394K -$56.4K -238 -13%
EFG
583
Ethos Financial Group
Pennsylvania
$391K +$301K +1,269 +439%
RWA
584
River Wealth Advisors
Pennsylvania
$390K -$1.66K -7 -0.4%
AT
585
American Trust
Kentucky
$389K -$222K -937 -38%
3F
586
360 Financial
Minnesota
$389K +$130K +548 +55%
FW
587
FirstPurpose Wealth
Utah
$388K +$76.3K +322 +26%
TGAM
588
TBH Global Asset Management
Tennessee
$387K -$247K -1,045 -40%
SMG
589
Smart Money Group
Texas
$386K -$16.3K -69 -4%
TC
590
TownSquare Capital
Utah
$385K +$71.5K +302 +24%
AWM
591
Avaii Wealth Management
Wisconsin
$383K -$2.6K -11 -0.7%
QCM
592
QRG Capital Management
Illinois
$383K +$362K +1,527 New
IAA
593
Ironsides Asset Advisors
North Carolina
$382K -$107K -450 -23%
AMCA
594
Arthur M. Cohen & Associates
Illinois
$382K -$288K -1,218 -44%
WPC
595
Waters Parkerson & Co
Louisiana
$382K
GC
596
Garde Capital
Washington
$377K
HCMT
597
Highland Capital Management (Tennessee)
Tennessee
$376K +$237 +1 +0.1%
APW
598
Aurora Private Wealth
New Jersey
$368K +$947 +4 +0.3%
MIC
599
Meridian Investment Counsel
California
$368K +$5.92K +25 +2%
MIM
600
Moseley Investment Management
Florida
$367K +$711 +3 +0.2%