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Vanguard Health Care ETF
VHT

903 hedge funds and large institutions have $5.34B invested in Vanguard Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 311 increasing their positions, 309 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $9.48M | Put options by funds: $4.53M

4.73% more ownership

Funds ownership: 33.08% → 37.8% (+4.7%)

1% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 309

6% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 79

4% less funds holding

Funds holding: 941 → 903 (-38)

19% less capital invested

Capital invested by funds: $6.62B → $5.34B (-$1.28B)

32% less funds holding in top 10

Funds holding in top 10: 57 → 39 (-18)

Holders
903
Holders Change
-38
Holders Change %
-4.04%
% of All Funds
14.39%
Holding in Top 10
39
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-31.58%
% of All Funds
0.62%
New
74
Increased
311
Reduced
309
Closed
79
Calls
$9.48M
Puts
$4.53M
Net Calls
+$4.96M
Net Calls Change
-$4.5M

Top Buyers

Rank Fund Capital Flow
1
SWG
Summit Wealth Group
Vermont
+$978M
2
Bank of America
Bank of America
North Carolina
+$28.7M
3
AIM
AMI Investment Management
Indiana
+$9.53M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$9.37M
5
Ameriprise
Ameriprise
Minnesota
+$9.33M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$42.1M
2
Morgan Stanley
Morgan Stanley
New York
-$35.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$12.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
701
Hazlett, Burt & Watson
West Virginia
$229K +$241 +1 +0.1%
RW
702
RVW Wealth
California
$228K -$65.2K -271 -22%
WAM
703
WFA Asset Management
Wisconsin
$225K +$15.6K +65 +7%
FAG
704
Fortitude Advisory Group
Washington
$224K +$1.44K +6 +0.6%
CWS
705
Cypress Wealth Services
California
$223K +$241 +1 +0.1%
NF
706
Norwood Financial
Pennsylvania
$222K -$3.85K -16 -2%
HIA
707
Harbor Investment Advisory
Maryland
$221K – – –
DBRC
708
D.B. Root & Company
Pennsylvania
$220K +$4.81K +20 +2%
OHWA
709
Oak Hill Wealth Advisors
Virginia
$219K – – –
BIA
710
Benchmark Investment Advisors
Illinois
$219K -$2.17K -9 -1%
HCM
711
Hollencrest Capital Management
California
$218K – – –
BBPWM
712
Blue Bell Private Wealth Management
Pennsylvania
$218K – – –
NFP
713
Narus Financial Partners
Utah
$217K -$2.65K -11 -1%
AMBIA
714
Allen Mooney & Barnes Investment Advisors
Georgia
$217K – – –
WIM
715
Warwick Investment Management
Texas
$217K – – –
CWM
716
Centric Wealth Management
Illinois
$217K – – –
CT
717
Caldwell Trust
Florida
$215K – – –
ST
718
Spinnaker Trust
Maine
$214K – – –
GEA
719
Glen Eagle Advisors
New Jersey
$214K – – –
PS
720
Planned Solutions
California
$213K – – –
CS
721
Capital Square
Tennessee
$213K +$722 +3 +0.3%
SMC
722
Smith, Moore & Co
Missouri
$213K +$215K +893 New
IP
723
Ignite Planners
California
$213K +$481 +2 +0.2%
SIC
724
Samalin Investment Counsel
New York
$212K – – –
EWM
725
Evercore Wealth Management
New York
$212K – – –
27 28
29
30 31

VHT Hedge Fund Activity: Q1 2023 in Review

903 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q1 2023, worth a combined $5.34B — down 19% from $6.62B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of VHT and 74 opened new positions — a net loss of 5 holders — while 309 trimmed existing stakes and 311 added.

The largest buyer was Summit Wealth Group, opening a new position worth an estimated $978M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $42.1M.

  • 903 institutional investors held Vanguard Health Care ETF (VHT) as of Q1 2023, down from 941 in Q4 2022.
  • Funds reported $5.34B of Vanguard Health Care ETF stock for Q1 2023, down 19% quarter-over-quarter.
  • 74 funds opened new Vanguard Health Care ETF positions in Q1 2023 and 79 closed out, a net change of -5 holders.
  • The largest Vanguard Health Care ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $978M added.
  • The largest Vanguard Health Care ETF seller in Q1 2023 was Beacon Capital Management Inc (Ohio), an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2023.