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Vanguard Health Care ETF

994 hedge funds and large institutions have $6.05B invested in Vanguard Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $1.62M

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

0% more funds holding

Funds holding: 990994 (+4)

0.87% less ownership

Funds ownership: 35.2%34.32% (-0.87%)

5% less capital invested

Capital invested by funds: $6.36B → $6.05B (-$311M)

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

20% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 345

Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
14.36%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.49%
New
80
Increased
276
Reduced
345
Closed
55
Calls
$8.8M
Puts
$1.62M
Net Calls
+$7.18M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
676
Compass Advisory Group
New York
$302K
DWM
677
Dopkins Wealth Management
New York
$301K -$32.8K -125 -10%
AFFA
678
ALM First Financial Advisors
Texas
$301K
JFG
679
JMG Financial Group
Illinois
$300K +$50.9K +194 +21%
LFAS
680
Level Four Advisory Services
Texas
$300K -$728K -2,778 -71%
EWM
681
EPG Wealth Management
Georgia
$300K -$303K -1,157 Closed
HDIM
682
Hanson & Doremus Investment Management
Vermont
$299K
GAA
683
Guardian Asset Advisors
Pennsylvania
$299K
TFS
684
Thoroughbred Financial Services
Tennessee
$298K -$132K -505 -31%
VCP
685
Verus Capital Partners
Arizona
$298K -$2.88K -11 -1%
SFG
686
Sovereign Financial Group
Connecticut
$296K -$14.2K -54 -5%
EIP
687
Ellis Investment Partners
Pennsylvania
$293K
KWA
688
Kellett Wealth Advisors
Ohio
$293K -$327K -1,249 -53%
MWA
689
MN Wealth Advisors
Kansas
$293K
JC
690
JB Capital
Connecticut
$292K
MMPW
691
Mitchell McLeod Pugh & Williams
Alabama
$292K
RJT
692
Raymond James Trust
Florida
$292K +$33K +126 +13%
LF
693
LifeSteps Financial
California
$289K -$55.1K -210 -16%
TW
694
TrinityPoint Wealth
Connecticut
$289K
MW
695
Marcum Wealth
Ohio
$289K
GWM
696
Greenhouse Wealth Management
Connecticut
$288K
1WM
697
1900 Wealth Management
Texas
$286K
PAA
698
Peregrine Asset Advisers
Oregon
$282K
CA
699
Callahan Advisors
Texas
$282K +$278K +1,061 New
EWA
700
Evolution Wealth Advisors
Florida
$282K