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Vanguard Health Care ETF

124 hedge funds and large institutions have $526M invested in Vanguard Health Care ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

70% more call options, than puts

Call options by funds: $838K | Put options by funds: $494K

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $476M → $526M (+$50M)

9% more funds holding

Funds holding: 114124 (+10)

1.06% less ownership

Funds ownership: 28.52%27.46% (-1.1%)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
21
Increased
48
Reduced
32
Closed
11
Calls
$838K
Puts
$494K
Net Calls
+$344K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
51
Morningstar Investment Services
Illinois
$1.34M +$280K +3,051 +27%
Brown Advisory
52
Brown Advisory
Maryland
$1.33M
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$231K +2,518 +22%
Citigroup
54
Citigroup
New York
$1.13M -$9.5M -103,575 -90%
AIG
55
American International Group
New York
$1.12M +$122K +1,327 +12%
OFS
56
Orrstown Financial Services
Pennsylvania
$1.09M -$462K -5,038 -30%
B
57
Baird
Wisconsin
$1.08M +$337K +3,668 +47%
BEAM
58
Baker Ellis Asset Management
Washington
$1.04M +$99.9K +1,089 +11%
WA
59
WESPAC Advisors
California
$1.04M +$273K +2,971 +36%
VFS
60
VSR Financial Services
Kansas
$1.01M +$242K +2,638 +32%
BF
61
BOK Financial
Oklahoma
$976K +$16.5K +180 +2%
JP Morgan Chase
62
JP Morgan Chase
New York
$937K
HighTower Advisors
63
HighTower Advisors
Illinois
$850K +$133K +1,451 +19%
DY
64
Dowling & Yahnke
California
$818K -$4.59K -50 -0.6%
UCFA
65
United Capital Financial Advisors
Texas
$666K
VCAM
66
Valentine Capital Asset Management
California
$644K +$39K +425 +7%
Creative Planning
67
Creative Planning
Kansas
$641K +$183K +1,990 +41%
Deutsche Bank
68
Deutsche Bank
Germany
$600K +$580K +6,325 +5,060%
BFA
69
Bragg Financial Advisors
North Carolina
$523K -$12.4K -135 -2%
CAN
70
Cetera Advisor Networks
California
$522K +$105K +1,145 +26%
TFA
71
Transamerica Financial Advisors
Florida
$471K -$140K -1,527 -23%
DHFB
72
Dixon Hubard Feinour & Brown
Virginia
$438K +$431K +4,700 New
PCM
73
Parsons Capital Management
Rhode Island
$428K +$422K +4,600 New
HCMT
74
Highland Capital Management (Tennessee)
Tennessee
$421K +$16.5K +180 +4%
CB
75
Chemical Bank
Michigan
$414K +$22.9K +250 +6%