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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
SG Americas Securities
676
SG Americas Securities
New York
$268K +$63K +259 +31%
SWM
677
Stockman Wealth Management
Montana
$267K -$36.5K -150 -12%
KWM
678
Kingsview Wealth Management
Oregon
$267K +$5.84K +24 +2%
AFA
679
Atlas Financial Advisors
California
$265K -$243 -1 -0.1%
RT
680
Rockland Trust
Massachusetts
$265K
RCWM
681
Royal Capital Wealth Management
Indiana
$264K
CAM
682
Columbia Asset Management
Michigan
$264K -$29.2K -120 -10%
API
683
Advisor Partners II
California
$262K +$260K +1,068 New
SIG
684
Sargent Investment Group
Maryland
$261K +$259K +1,065 New
HDIM
685
Hanson & Doremus Investment Management
Vermont
$260K
DWMG
686
DB Wealth Management Group
California
$260K
GGS
687
Galvin Gaustad & Stein
Arizona
$260K
TFF
688
The Family Firm
Maryland
$260K
SWM
689
Selective Wealth Management
Virginia
$259K +$262K +1,078 New
CWC
690
Carolinas Wealth Consulting
North Carolina
$259K
SIC
691
Sterling Investment Counsel
New York
$259K -$2.19K -9 -0.8%
FANJ
692
Financial Architects (New Jersey)
New Jersey
$258K
LW
693
Linscomb Wealth
Texas
$257K
MCA
694
MSH Capital Advisors
Arizona
$256K +$47.7K +196 +23%
WAM
695
WFA Asset Management
Wisconsin
$254K +$22.9K +94 +10%
MBT
696
Montecito Bank & Trust
California
$253K -$49.9K -205 -17%
HS
697
Horan Securities
United States
$252K
CBC
698
Coombe, Bender & Co
New York
$252K +$106K +436 +74%
VIM
699
Vista Investment Management
Pennsylvania
$251K +$5.59K +23 +2%
RFC
700
Regions Financial Corp
Alabama
$251K -$5.84K -24 -2%

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.