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Vanguard Health Care ETF

928 hedge funds and large institutions have $5.68B invested in Vanguard Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 308 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $8.7M | Put options by funds: $3.29M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

1% more funds holding

Funds holding: 923928 (+5)

0% more capital invested

Capital invested by funds: $5.66B → $5.68B (+$24.2M)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 324

3.46% less ownership

Funds ownership: 38.38%34.92% (-3.5%)

Holders
928
Holders Change
+5
Holders Change %
+0.54%
% of All Funds
14.73%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.65%
New
59
Increased
308
Reduced
324
Closed
46
Calls
$8.7M
Puts
$3.29M
Net Calls
+$5.41M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
676
United Capital Financial Advisors
Texas
$262K -$707K -2,901 -72%
RDWM
677
Red Door Wealth Management
Tennessee
$262K
IAMOG
678
Investors Asset Management of Georgia
Georgia
$260K
PP
679
PDS Planning
Ohio
$259K -$34.9K -143 -11%
Amundi
680
Amundi
France
$258K -$48.8K -200 -15%
SWM
681
Stockman Wealth Management
Montana
$257K
JC
682
JB Capital
Connecticut
$256K -$53.1K -218 -17%
USCWA
683
U.S. Capital Wealth Advisors
Texas
$256K +$28.5K +117 +12%
IP
684
Ignite Planners
California
$255K +$53.4K +219 +25%
RCWM
685
Royal Capital Wealth Management
Indiana
$255K +$975 +4 +0.4%
RT
686
Rockland Trust
Massachusetts
$254K
WB
687
WesBanco Bank
West Virginia
$254K -$2.92K -12 -1%
SM
688
Sweeney & Michel
California
$253K +$731 +3 +0.3%
TFF
689
The Family Firm
Maryland
$250K +$975 +4 +0.4%
PAA
690
Peregrine Asset Advisers
Oregon
$250K +$259K +1,062 New
Fisher Asset Management
691
Fisher Asset Management
Washington
$250K -$136K -559 -35%
SIC
692
Sterling Investment Counsel
New York
$248K
SWM
693
Selective Wealth Management
Virginia
$247K -$4.14K -17 -2%
IC
694
IEQ Capital
California
$247K -$24.1K -99 -9%
GAM
695
Gemmer Asset Management
California
$246K -$63.6K -261 -20%
CWM
696
Calamos Wealth Management
Illinois
$244K -$36.6K -150 -13%
CQS
697
Credential Qtrade Securities
$243K +$122K +500 +93%
MBT
698
Montecito Bank & Trust
California
$243K
CBC
699
Coombe, Bender & Co
New York
$243K +$975 +4 +0.4%
BAM
700
BTS Asset Management
Massachusetts
$242K -$210K -860 -46%