We are live on ! Find out more
VHT icon

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
WAM
651
Weatherly Asset Management
California
$294K -$11.7K -48 -4%
SFP
652
Shepherd Financial Partners
Massachusetts
$294K -$97.3K -400 -25%
CWM
653
Calamos Wealth Management
Illinois
$291K
GJIA
654
Glass Jacobson Investment Advisors
Maryland
$286K +$285K +1,170 New
MMPW
655
Mitchell McLeod Pugh & Williams
Alabama
$286K
SAF
656
Smith Anglin Financial
Texas
$286K +$14.6K +60 +5%
FM
657
Family Management
New York
$286K -$99.3K -408 -26%
GWP
658
Gateway Wealth Partners
Wisconsin
$285K +$23.1K +95 +9%
KFP
659
KMG Fiduciary Partners
Ohio
$283K -$2.68K -11 -0.9%
1WM
660
1900 Wealth Management
Texas
$283K
PWMAG
661
Pinnacle Wealth Management Advisory Group
New Jersey
$282K +$69.3K +285 +33%
WW
662
Westshore Wealth
California
$282K
IC
663
IEQ Capital
California
$281K
FRA
664
Front Row Advisors
California
$281K
EWM
665
EPG Wealth Management
Georgia
$278K -$243 -1 -0.1%
FCH
666
Freestone Capital Holdings
Washington
$277K
MW
667
Marcum Wealth
Ohio
$277K +$10.9K +45 +4%
TC
668
TownSquare Capital
Utah
$276K -$2.19K -9 -0.8%
SIC
669
Salem Investment Counselors
North Carolina
$275K
IAMOG
670
Investors Asset Management of Georgia
Georgia
$274K
RDWM
671
Red Door Wealth Management
Tennessee
$273K
HWAM
672
Hennion & Walsh Asset Management
New Jersey
$272K +$15.3K +63 +6%
HIC
673
Holderness Investments Company
North Carolina
$270K +$19.7K +81 +8%
SM
674
Sweeney & Michel
California
$269K -$194K -797 -42%
WB
675
WesBanco Bank
West Virginia
$268K -$109K -446 -29%

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.