We are live on ! Find out more
VHT icon

Vanguard Health Care ETF

201 hedge funds and large institutions have $1.02B invested in Vanguard Health Care ETF in 2014 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 91 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 12

160% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 35

45% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $954K

25% more funds holding

Funds holding: 161201 (+40)

15% more capital invested

Capital invested by funds: $885M → $1.02B (+$135M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.72% less ownership

Funds ownership: 27.03%26.31% (-0.72%)

Holders
201
Holders Change
+40
Holders Change %
+24.84%
% of All Funds
5.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
55
Increased
91
Reduced
35
Closed
12
Calls
$1.38M
Puts
$954K
Net Calls
+$427K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
RDM
51
Retirement Design & Management
Connecticut
$2.86M +$2.8M +22,775 New
DWM
52
Destination Wealth Management
California
$2.69M +$18.8K +153 +0.7%
Brown Advisory
53
Brown Advisory
Maryland
$2.61M +$147K +1,200 +6%
NPC
54
National Planning Corporation
California
$2.61M +$520K +4,236 +26%
RCG
55
Ruggie Capital Group
Florida
$2.6M +$2.54M +20,688 New
AIG
56
American International Group
New York
$2.6M +$261K +2,126 +11%
Creative Planning
57
Creative Planning
Kansas
$2.48M +$1.16M +9,473 +92%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$2.39M +$753K +6,130 +48%
Vanguard Group
59
Vanguard Group
Pennsylvania
$2.38M +$1.6M +13,016 +221%
DA
60
DSC Advisors
Illinois
$2.3M -$57.4K -467 -2%
CWM
61
Concert Wealth Management
California
$2.21M +$341K +2,775 +19%
KCM
62
Karp Capital Management
California
$1.94M +$1.89M +15,418 New
IMS
63
Index Management Solutions
Pennsylvania
$1.92M +$1.88M +15,322 New
PAG
64
Private Advisor Group
New Jersey
$1.9M +$36.1K +294 +2%
CCT
65
Country Club Trust
Missouri
$1.89M -$43K -350 -2%
MAS
66
Madden Advisory Services
Florida
$1.84M +$514K +4,183 +40%
FCI
67
Financial Counselors Inc
Kansas
$1.84M
Stifel Financial
68
Stifel Financial
Missouri
$1.71M +$68K +554 +4%
FWM
69
Focused Wealth Management
New York
$1.58M +$194K +1,580 +14%
HighTower Advisors
70
HighTower Advisors
Illinois
$1.48M +$312K +2,544 +28%
Jane Street
71
Jane Street
New York
$1.46M +$1.09M +8,869 +323%
BEAM
72
Baker Ellis Asset Management
Washington
$1.43M
VFS
73
VSR Financial Services
Kansas
$1.43M -$60.5K -493 -4%
B
74
Baird
Wisconsin
$1.4M +$29.6K +241 +2%
MCM
75
Murphy Capital Management
New Jersey
$1.36M +$832K +6,778 +167%

VHT Hedge Fund Activity: Q4 2014 in Review

201 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2014, worth a combined $1.02B — up 15% from $885M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VHT positions and 12 closed out — a net gain of 43 holders — while 91 added to existing stakes and 35 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $42.3M. The largest seller was 1832 Asset Management, cutting an estimated $112M.

  • 201 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2014, up from 161 in Q3 2014.
  • Funds reported $1.02B of Vanguard Health Care ETF stock for Q4 2014, up 15% quarter-over-quarter.
  • 55 funds opened new Vanguard Health Care ETF positions in Q4 2014 and 12 closed out, a net change of +43 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $42.3M added.
  • The largest Vanguard Health Care ETF seller in Q4 2014 was 1832 Asset Management, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2014.