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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
W
601
Wealthquest
Ohio
$344K
RWB
602
RMR Wealth Builders
New Jersey
$342K -$19.9K -82 -6%
CTC
603
Central Trust Company
Missouri
$342K -$12.4K -51 -4%
FC
604
Financial Consulate
Maryland
$340K -$9.24K -38 -3%
AFFA
605
ALM First Financial Advisors
Texas
$338K +$335K +1,379 New
MFA
606
Mayflower Financial Advisors
Massachusetts
$338K +$335K +1,379 New
HWA
607
HHM Wealth Advisors
Tennessee
$334K
VCM
608
Vivaldi Capital Management
Illinois
$331K
KFGK
609
Keystone Financial Group (Kentucky)
Kentucky
$331K +$329K +1,352 New
VPP
610
Vertex Planning Partners
Illinois
$328K
MIG
611
McGuire Investment Group
Rhode Island
$328K +$40.6K +167 +14%
LNB
612
Ledyard National Bank
$326K -$2.19K -9 -0.7%
AMG
613
Advisors Management Group
Wisconsin
$324K
DA
614
DCM Advisors
New York
$324K
CIA
615
Capital Investment Advisors
Georgia
$323K -$40.1K -165 -11%
AWS
616
Aspen Wealth Strategies
Colorado
$322K +$320K +1,317 New
CSPIA
617
Cary Street Partners Investment Advisory
Virginia
$322K +$76.1K +313 +31%
HWA
618
Heritage Wealth Advisors
Virginia
$322K
CIC
619
Carnegie Investment Counsel
Ohio
$321K -$12.2K -50 -4%
FW
620
FirstPurpose Wealth
Utah
$321K +$72.7K +299 +30%
JC
621
JB Capital
Connecticut
$320K +$64K +263 +25%
GAM
622
Gemmer Asset Management
California
$320K -$41.8K -172 -12%
WPC
623
Wedmont Private Capital
Pennsylvania
$319K +$65K +267 +26%
GWA
624
GGM Wealth Advisors
Maryland
$319K +$322K +1,325 New
LF
625
LifeSteps Financial
California
$317K

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.