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Vanguard Health Care ETF
VHT

Overview Fund Activity

959 hedge funds and large institutions have $6.02B invested in Vanguard Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 303 increasing their positions, 351 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+35
Holders Change %
+3.79%
% of All Funds
14.06%
Holding in Top 10
39
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.88%
% of All Funds
0.57%
New
113
Increased
303
Reduced
351
Closed
64
Calls
$9.58M
Puts
$3.69M
Net Calls
+$5.9M
Net Calls Change
+$489K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$443M
2
Bank of America
Bank of America
North Carolina
+$44.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$33.4M
4
Cerity Partners
Cerity Partners
New York
+$28.1M
5
PCH
PGIM Custom Harvest
New Jersey
+$16.6M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$161M
2
MMEA
Main Management ETF Advisors
California
-$93.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$69.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
651
ProVise Management Group
Florida
$304K +$501 +2 +0.2%
NAMNJ
652
NorthStar Asset Management (New Jersey)
New Jersey
$302K +$302K +1,205 New
DDC
653
DF Dent & Co
Maryland
$302K – – –
SFP
654
Shepherd Financial Partners
Massachusetts
$301K – – –
VIM
655
Vista Investment Management
Pennsylvania
$301K +$84K +335 +39%
ACI
656
Alpha Cubed Investments
California
$299K +$299K +1,193 New
CFGSD
657
Compass Financial Group (South Dakota)
South Dakota
$298K +$11.3K +45 +4%
EWM
658
EPG Wealth Management
Georgia
$295K -$1.57K -6 -0.5%
ZAM
659
Zevin Asset Management
Massachusetts
$293K -$6.52K -26 -2%
BW
660
Bison Wealth
Georgia
$289K +$6.77K +27 +2%
1WM
661
1900 Wealth Management
Texas
$289K – – –
TW
662
TrinityPoint Wealth
Connecticut
$288K -$32.9K -131 -10%
WW
663
Westshore Wealth
California
$288K – – –
SFG
664
Sovereign Financial Group
Connecticut
$288K +$288K +1,150 New
KFP
665
KMG Fiduciary Partners
Ohio
$287K +$1K +4 +0.4%
BAM
666
BOS Asset Management
Illinois
$287K +$28.8K +115 +11%
BI
667
Berkeley Inc
Idaho
$285K -$65.4K -261 -19%
FCH
668
Freestone Capital Holdings
Washington
$284K – – –
PP
669
PDS Planning
Ohio
$283K +$7.02K +28 +3%
Pictet Asset Management
670
Pictet Asset Management
Switzerland
$283K -$346K -1,380 -55%
SIC
671
Salem Investment Counselors
North Carolina
$283K – – –
HDIM
672
Hanson & Doremus Investment Management
Vermont
$282K – – –
SB
673
Strategic Blueprint
Georgia
$282K +$1K +4 +0.4%
GAA
674
Guardian Asset Advisors
Pennsylvania
$281K +$281K +1,122 New
SWM
675
Selective Wealth Management
Virginia
$280K +$9.68K +38 +4%
25 26
27
28 29