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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
SMC
701
Smith, Moore & Co
Missouri
$251K +$31.9K +131 +15%
MWP
702
Moller Wealth Partners
$250K
BB
703
Busey Bank
Illinois
$250K
GEA
704
Glen Eagle Advisors
New Jersey
$250K +$30.2K +124 +14%
MFG
705
Magnus Financial Group
New York
$248K -$243 -1 -0.1%
EIP
706
Ellis Investment Partners
Pennsylvania
$248K
FNBOMD
707
First National Bank of Mount Dora
Florida
$248K +$247K +1,014 New
CC
708
Courier Capital
New York
$248K
CPCM
709
Cardinal Point Capital Management
Ontario, Canada
$247K +$245K +1,006 New
AMBIA
710
Allen Mooney & Barnes Investment Advisors
Georgia
$247K +$23.8K +98 +11%
CD
711
Chapin Davis
Maryland
$246K -$68.1K -280 -22%
OCM
712
Orion Capital Management
California
$245K
WA
713
Waddell & Associates
Tennessee
$245K
WBCM
714
Wilson & Boucher Capital Management
California
$245K
SSB
715
Sandy Spring Bank
Maryland
$244K +$59.8K +246 +33%
SBIA
716
Sheaff Brock Investment Advisors
Indiana
$244K
AC
717
Avestar Capital
New York
$243K +$487 +2 +0.2%
TSS
718
Two Sigma Securities
New York
$242K +$240K +988 New
HBW
719
Hazlett, Burt & Watson
West Virginia
$241K +$6.08K +25 +3%
USCWA
720
U.S. Capital Wealth Advisors
Texas
$237K +$236K +970 New
BCM
721
Basso Capital Management
Connecticut
$236K -$523K -2,150 -69%
OL
722
Owen LaRue
Kentucky
$236K -$7.3K -30 -3%
RWMH
723
Riverpoint Wealth Management Holdings
Illinois
$236K
AW
724
Alaethes Wealth
Nevada
$234K -$41.6K -171 -15%
PIN
725
Prudent Investors Network
California
$234K -$1.22K -5 -0.5%

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.