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Vanguard Health Care ETF
VHT

773 hedge funds and large institutions have $4.84B invested in Vanguard Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 278 increasing their positions, 181 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 26

54% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 181

10% more capital invested

Capital invested by funds: $4.39B → $4.84B (+$446M)

5% more funds holding

Funds holding: 739 → 773 (+34)

1.73% more ownership

Funds ownership: 28.55% → 30.28% (+1.7%)

4% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $9.79M

0% more funds holding in top 10

Funds holding in top 10: 28 → 28 (0)

Holders
773
Holders Change
+34
Holders Change %
+4.6%
% of All Funds
13.53%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.49%
New
73
Increased
278
Reduced
181
Closed
26
Calls
$10.1M
Puts
$9.79M
Net Calls
+$347K
Net Calls Change
+$590K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$198M
2
Bessemer Group
Bessemer Group
New Jersey
+$115M
3
ETC
Exchange Traded Concepts
Oklahoma
+$78.1M
4
AIC
Ameritas Investment Company
Nebraska
+$49.2M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$46M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$42M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$9.75M
3
Citigroup
Citigroup
New York
-$8.07M
4
Truist Financial
Truist Financial
North Carolina
-$7.26M
5
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$6.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
626
TS Financial Group (TSFG)
Illinois
$165K – – –
SG Americas Securities
627
SG Americas Securities
New York
$162K – – –
CHC
628
City Holding Co
West Virginia
$159K – – –
EIP
629
Ellis Investment Partners
Pennsylvania
$153K – – –
BCA
630
Bray Capital Advisors
Florida
$151K – – –
GRP
631
Global Retirement Partners
California
$146K – – –
CT
632
Caldwell Trust
Florida
$146K +$5.13K +20 +4%
JWA
633
JFS Wealth Advisors
Pennsylvania
$142K +$77.5K +302 +111%
ED
634
Exane Derivatives
France
$140K -$66.7K -260 -32%
SAM
635
S.A. Mason
Michigan
$139K – – –
MFA
636
McClarren Financial Advisors
Pennsylvania
$139K +$99.5K +388 +222%
AIA
637
Armor Investment Advisors
North Carolina
$137K -$110K -430 -44%
AWM
638
Atticus Wealth Management
Florida
$136K – – –
TF
639
Tompkins Financial
New York
$135K +$140K +547 New
IBOK
640
Independence Bank of Kentucky
Kentucky
$130K – – –
IFAM
641
Institutional & Family Asset Management
Colorado
$126K – – –
JEST
642
JTC Employer Solutions Trustee
Jersey
$125K +$85.2K +332 +192%
PMFA
643
Plante Moran Financial Advisors
Michigan
$123K +$61.3K +239 +92%
ACM
644
Antonetti Capital Management
Florida
$120K +$125K +486 New
Barclays
645
Barclays
United Kingdom
$118K -$1.02M -3,969 -89%
SSB
646
Sandy Spring Bank
Maryland
$118K – – –
SC
647
Solstein Capital
California
$116K – – –
BAM
648
Baldrige Asset Management
Pennsylvania
$108K – – –
RIM
649
Rockbridge Investment Management
New York
$106K -$13.3K -52 -11%
WWM
650
Wolff Wiese Magana
California
$96K – – –
24 25
26
27 28

VHT Hedge Fund Activity: Q3 2021 in Review

773 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2021, worth a combined $4.84B — up 10% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VHT positions and 26 closed out — a net gain of 47 holders — while 278 added to existing stakes and 181 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $198M. The largest seller was Wellington Management Group, cutting an estimated $42M.

  • 773 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2021, up from 739 in Q2 2021.
  • Funds reported $4.84B of Vanguard Health Care ETF stock for Q3 2021, up 10% quarter-over-quarter.
  • 73 funds opened new Vanguard Health Care ETF positions in Q3 2021 and 26 closed out, a net change of +47 holders.
  • The largest Vanguard Health Care ETF buyer in Q3 2021 was Beacon Capital Management Inc (Ohio), an estimated $198M added.
  • The largest Vanguard Health Care ETF seller in Q3 2021 was Wellington Management Group, an estimated $42M sold.

Based on aggregated 13F filings for Q3 2021.