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Vanguard Health Care ETF

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: 739773 (+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: 2828 (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
Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
676
RPg Family Wealth Advisory
Massachusetts
$67K
CFFP
677
Center for Financial Planning
Michigan
$66K
CA
678
Clearstead Advisors
Ohio
$66K +$68.2K +266 New
PA
679
PSI Advisors
Florida
$65K +$67.5K +263 New
HF
680
Halpern Financial
Virginia
$64.8K
BCWM
681
Bartlett & Co Wealth Management
Ohio
$64.5K
BC
682
Bartlett & Co
Ohio
$64K
GWSG
683
GPS Wealth Strategies Group
Colorado
$64K
PK
684
Pflug Koory
Nebraska
$64K
RE
685
RBC Europe
United Kingdom
$63.5K
Jones Financial Companies
686
Jones Financial Companies
Missouri
$63K
CIAS
687
CBIZ Investment Advisory Services
Ohio
$62K
CA
688
Crewe Advisors
Utah
$62K
AL
689
ADE LLC
Maryland
$59K
CDIA
690
Capital Directions Investment Advisors
Georgia
$59K
MA
691
Montag & Associates
Georgia
$58K +$46.2K +180 +321%
HI
692
Hudock Inc
Pennsylvania
$54K -$1.28K -5 -2%
LFG
693
Larson Financial Group
Missouri
$53K
SSC
694
Syverson Strege & Co
Iowa
$53K
HA
695
Herold Advisors
New York
$53K +$55.1K +215 New
EL
696
EMFO LLC
Florida
$49K
MA
697
MCF Advisors
Kentucky
$49K
OC
698
Oakworth Capital
Alabama
$49K
RG
699
Retirement Group
California
$49K
BWP
700
Baldwin Wealth Partners
Massachusetts
$49K +$1.8K +7 +4%

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.