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Vanguard Health Care ETF

476 hedge funds and large institutions have $2.52B invested in Vanguard Health Care ETF in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 112 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 53

60% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 112

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 443476 (+33)

1.65% less ownership

Funds ownership: 32.39%30.75% (-1.6%)

11% less capital invested

Capital invested by funds: $2.84B → $2.52B (-$321M)

68% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $5.06M

Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
10.61%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.56%
New
93
Increased
179
Reduced
112
Closed
53
Calls
$1.64M
Puts
$5.06M
Net Calls
-$3.42M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$6.66M +$943K +5,566 +15%
MIAN
52
Mariner Independent Advisor Network
Kansas
$6.45M -$16.6K -98 -0.2%
PL
53
Polianta Ltd
Jersey
$6.29M +$424K +2,500 +7%
ZIG
54
Zurich Insurance Group
Switzerland
$6.22M +$6.57M +38,758 New
I
55
INVST
Indiana
$6.21M -$108K -637 -2%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$6.2M +$441K +2,600 +7%
BS
57
Banco Santander
Spain
$6.17M +$566K +3,340 +9%
BCP
58
Berkeley Capital Partners
Georgia
$6.04M +$6.37M +37,599 New
GWM
59
Geneos Wealth Management
Colorado
$5.83M +$69.1K +408 +1%
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$5.74M +$530K +3,131 +10%
FAAS
61
First Allied Advisory Services
California
$5.42M -$1.23M -7,279 -18%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$5.16M -$1.45M -8,578 -21%
CS
63
Comerica Securities
Michigan
$5.13M -$118K -697 -2%
MIS
64
Morningstar Investment Services
Illinois
$5.11M +$1.28M +7,536 +31%
AIC
65
Ameritas Investment Company
Nebraska
$5.07M +$5.35M +31,582 New
Creative Planning
66
Creative Planning
Kansas
$4.97M +$381K +2,249 +8%
CA
67
Cornerstone Advisory
Maryland
$4.96M +$1.53M +9,003 +41%
SI
68
Stephens Inc
Arkansas
$4.96M +$3.47M +20,465 +197%
BSG
69
Black Swift Group
Colorado
$4.89M +$5.16M +30,465 New
EDRH
70
Edmond de Rothschild Holding
Switzerland
$4.74M +$41.3K +244 +0.8%
SB
71
Suntrust Banks
Georgia
$4.73M +$438K +2,584 +10%
CCMG
72
Clark Capital Management Group
Pennsylvania
$4.67M -$10.4M -61,486 -68%
NG
73
NatWest Group
United Kingdom
$4.67M -$45.4K -268 -0.9%
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$4.63M +$19.8K +117 +0.4%
CA
75
Cetera Advisors
Colorado
$4.63M +$138K +812 +3%

VHT Hedge Fund Activity: Q4 2018 in Review

476 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2018, worth a combined $2.52B — down 11% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VHT positions and 53 closed out — a net gain of 40 holders — while 179 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $76.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $198M.

  • 476 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2018, up from 443 in Q3 2018.
  • Funds reported $2.52B of Vanguard Health Care ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 93 funds opened new Vanguard Health Care ETF positions in Q4 2018 and 53 closed out, a net change of +40 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2018 was UBS Group, an estimated $76.1M added.
  • The largest Vanguard Health Care ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $198M sold.

Based on aggregated 13F filings for Q4 2018.