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Vanguard Health Care ETF

615 hedge funds and large institutions have $3.7B invested in Vanguard Health Care ETF in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 230 increasing their positions, 165 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $8.45M | Put options by funds: $4.14M

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

39% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 165

3% more funds holding

Funds holding: 600615 (+15)

1% more capital invested

Capital invested by funds: $3.66B → $3.7B (+$36.8M)

1.68% less ownership

Funds ownership: 33.64%31.95% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 2824 (-4)

Holders
615
Holders Change
+15
Holders Change %
+2.5%
% of All Funds
12.41%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.48%
New
64
Increased
230
Reduced
165
Closed
44
Calls
$8.45M
Puts
$4.14M
Net Calls
+$4.31M
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$9.88M +$87.2K +431 +0.9%
GWM
52
Geneos Wealth Management
Colorado
$9.85M +$121K +600 +1%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$9.83M +$492K +2,432 +5%
SWP
54
Stratos Wealth Partners
Ohio
$9.76M -$378K -1,867 -4%
KIA
55
KCM Investment Advisors
California
$9.71M -$8.32M -41,125 -46%
CS
56
Comerica Securities
Michigan
$9.64M +$71.8K +355 +0.8%
Creative Planning
57
Creative Planning
Kansas
$8.91M +$2.72M +13,448 +44%
OPS
58
Orion Portfolio Solutions
Nebraska
$8.7M -$1.12M -5,545 -12%
B
59
Bailard
California
$8.59M -$31K -153 -0.4%
TC
60
TAP Consulting
Missouri
$8.39M +$1.28M +6,332 +18%
CAAS
61
Capital Asset Advisory Services
Michigan
$8.1M -$3.04K -15 -0%
BCP
62
Berkeley Capital Partners
Georgia
$8.07M +$142K +703 +2%
HighTower Advisors
63
HighTower Advisors
Illinois
$7.98M +$1.09M +5,385 +16%
CA
64
Cetera Advisors
Colorado
$7.68M +$794K +3,921 +12%
MIAN
65
Mariner Independent Advisor Network
Kansas
$7.53M +$168K +831 +2%
ZIG
66
Zurich Insurance Group
Switzerland
$7.39M -$166K -820 -2%
NEPWA
67
New England Private Wealth Advisors
Massachusetts
$7.22M -$85.6K -423 -1%
FFN
68
Focus Financial Network
Minnesota
$6.99M -$293K -1,447 -4%
ACA
69
Atlas Capital Advisors
Wyoming
$6.99M -$81.8K -404 -1%
EH
70
Equitable Holdings
New York
$6.97M -$89.9K -444 -1%
I
71
INVST
Indiana
$6.74M +$524K +2,587 +8%
TLP
72
Trinity Legacy Partners
Texas
$6.7M +$6.48K +32 +0.1%
QA
73
Quantitative Advantage
Minnesota
$6.65M -$207K -1,021 -3%
TC
74
Tatro Capital
Kentucky
$6.53M +$207K +1,023 +3%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$6.36M -$5.15M -25,456 -45%

VHT Hedge Fund Activity: Q3 2020 in Review

615 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2020, worth a combined $3.7B — up 1% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VHT positions and 44 closed out — a net gain of 20 holders — while 230 added to existing stakes and 165 trimmed.

The largest buyer was Wells Fargo, adding an estimated $63.3M. The largest seller was Foundations Investment Advisors, cutting an estimated $90.2M.

  • 615 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2020, up from 600 in Q2 2020.
  • Funds reported $3.7B of Vanguard Health Care ETF stock for Q3 2020, up 1% quarter-over-quarter.
  • 64 funds opened new Vanguard Health Care ETF positions in Q3 2020 and 44 closed out, a net change of +20 holders.
  • The largest Vanguard Health Care ETF buyer in Q3 2020 was Wells Fargo, an estimated $63.3M added.
  • The largest Vanguard Health Care ETF seller in Q3 2020 was Foundations Investment Advisors, an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2020.