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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
SAM
626
Summit Asset Management
Tennessee
$316K
Amundi
627
Amundi
France
$314K -$24.3K -100 -7%
SAM
628
Secure Asset Management
Michigan
$314K +$7.05K +29 +2%
TW
629
TrinityPoint Wealth
Connecticut
$313K -$9.24K -38 -3%
GWSA
630
Global Wealth Strategies & Associates
Colorado
$313K
AIP
631
Almanack Investment Partners
Pennsylvania
$312K
CAG
632
Crestwood Advisors Group
Massachusetts
$311K -$23.1K -95 -7%
PG
633
Prostatis Group
Maryland
$311K +$71.1M +292,340 +22,384%
GRP
634
Global Retirement Partners
California
$309K +$487 +2 +0.2%
RRA
635
Round Rock Advisors
Connecticut
$308K
CSPAM
636
Cary Street Partners Asset Management
Virginia
$308K +$306K +1,258 New
CWS
637
Confluence Wealth Services
Pennsylvania
$308K
FB
638
First Bancorp
Maine
$306K
PP
639
PDS Planning
Ohio
$305K
VFA
640
Valeo Financial Advisors
Indiana
$305K -$18.5K -76 -6%
SBH
641
Segall Bryant & Hamill
Illinois
$304K -$200K -823 -40%
IAA
642
Ironsides Asset Advisors
North Carolina
$300K
ABC
643
Associated Banc-Corp
Wisconsin
$299K +$23.4K +96 +9%
ML
644
McAdam LLC
Pennsylvania
$298K +$2.43K +10 +0.8%
HI
645
Harper Investing
California
$297K -$430K -1,766 -59%
PMG
646
ProVise Management Group
Florida
$296K
CWA
647
Canvas Wealth Advisors
Kansas
$296K -$42.8K -176 -13%
AG
648
Ascent Group
Virginia
$296K +$13.6K +56 +5%
RIL
649
Rothschild Investment LLC
Illinois
$296K +$294K +1,209 New
DDC
650
DF Dent & Co
Maryland
$295K

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.