Vanguard Health Care ETF
903 hedge funds and large institutions have $5.34B invested in Vanguard Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 311 increasing their positions, 309 reducing their positions, and 79 closing their positions.
110% more call options, than puts
Call options by funds: $9.48M | Put options by funds: $4.53M
4.73% more ownership
Funds ownership: 33.08% → 37.8% (+4.7%)
1% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 309
6% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 79
4% less funds holding
Funds holding: 941 → 903 (-38)
19% less capital invested
Capital invested by funds: $6.62B → $5.34B (-$1.28B)
32% less funds holding in top 10
Funds holding in top 10: 57 → 39 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$978M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$28.7M |
| 3 |
AIM
AMI Investment Management
Kendallville,
Indiana
|
+$9.53M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$9.37M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$42.1M |
| 2 |
Morgan Stanley
New York
|
-$35.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.2M |
| 4 |
JP Morgan Chase
New York
|
-$12.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12.3M |
VHT Hedge Fund Activity: Q1 2023 in Review
903 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q1 2023, worth a combined $5.34B — down 19% from $6.62B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of VHT and 74 opened new positions — a net loss of 5 holders — while 309 trimmed existing stakes and 311 added.
The largest buyer was Summit Wealth Group, opening a new position worth an estimated $978M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $42.1M.
- 903 institutional investors held Vanguard Health Care ETF (VHT) as of Q1 2023, down from 941 in Q4 2022.
- Funds reported $5.34B of Vanguard Health Care ETF stock for Q1 2023, down 19% quarter-over-quarter.
- 74 funds opened new Vanguard Health Care ETF positions in Q1 2023 and 79 closed out, a net change of -5 holders.
- The largest Vanguard Health Care ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $978M added.
- The largest Vanguard Health Care ETF seller in Q1 2023 was Beacon Capital Management Inc (Ohio), an estimated $42.1M sold.
Based on aggregated 13F filings for Q1 2023.