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Vanguard Health Care ETF

739 hedge funds and large institutions have $4.39B invested in Vanguard Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

33% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 205

1% more funds holding

Funds holding: 731739 (+8)

4% more capital invested

Capital invested by funds: $4.21B → $4.39B (+$185M)

5% less call options, than puts

Call options by funds: $4.77M | Put options by funds: $5.02M

2.6% less ownership

Funds ownership: 31.15%28.55% (-2.6%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
739
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
12.86%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
68
Increased
273
Reduced
205
Closed
49
Calls
$4.77M
Puts
$5.02M
Net Calls
-$243K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
626
Archer Investment Corporation
Indiana
$88.7K
BWL
627
Bogart Wealth LLC
Virginia
$88K -$2.15K -9 -2%
FPFS
628
First Personal Financial Services
North Carolina
$88K +$85.1K +356 New
DWA
629
Dougherty Wealth Advisers
Minnesota
$86K
AW
630
Avion Wealth
Texas
$85K
RMC
631
Resources Management Corp
Connecticut
$85K +$10.5K +44 +15%
EWA
632
Evolution Wealth Advisors
Florida
$83K -$1.2K -5 -1%
JGIA
633
Jackson Grant Investment Advisers
Connecticut
$81K
PSB
634
Piscataqua Savings Bank
New Hampshire
$81K
FCA
635
FinTrust Capital Advisors
South Carolina
$79K
MPCG
636
Matrix Private Capital Group
New York
$79K
CB
637
Community Bank
New York
$78K -$16.7K -70 -18%
CTC
638
Central Trust Company
Missouri
$78K
HFM
639
Hartford Financial Management
Connecticut
$74K
WWMSC
640
Wagner Wealth Management (South Carolina)
South Carolina
$74K
ADL
641
Asset Dedication LLC
California
$74K +$71.7K +300 New
CYG
642
Clean Yield Group
Vermont
$74K +$71.7K +300 New
JWA
643
JFS Wealth Advisors
Pennsylvania
$67K
RFWA
644
RPg Family Wealth Advisory
Massachusetts
$66.7K +$64.5K +270 New
CFFP
645
Center for Financial Planning
Michigan
$66K
HF
646
Halpern Financial
Virginia
$64.7K +$13.9K +58 +28%
BCWM
647
Bartlett & Co Wealth Management
Ohio
$64.3K
BC
648
Bartlett & Co
Ohio
$64K
GWSG
649
GPS Wealth Strategies Group
Colorado
$64K
PMFA
650
Plante Moran Financial Advisors
Michigan
$64K