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Vanguard Health Care ETF

706 hedge funds and large institutions have $4.12B invested in Vanguard Health Care ETF in 2020 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 229 increasing their positions, 180 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 30

27% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 180

21% more funds holding in top 10

Funds holding in top 10: 2429 (+5)

15% more funds holding

Funds holding: 615706 (+91)

11% more capital invested

Capital invested by funds: $3.7B → $4.12B (+$424M)

10% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.91M

0.71% less ownership

Funds ownership: 31.95%31.24% (-0.71%)

Holders
706
Holders Change
+91
Holders Change %
+14.8%
% of All Funds
12.49%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
131
Increased
229
Reduced
180
Closed
30
Calls
$3.19M
Puts
$2.91M
Net Calls
+$286K
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Madison Asset Management
Wisconsin
$11.5M +$9.43M +44,096 +599%
DADC
52
D.A. Davidson & Co
Montana
$11.4M +$512K +2,397 +5%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$10.9M +$103K +484 +1%
SWP
54
Stratos Wealth Partners
Ohio
$10.8M +$115K +537 +1%
PCH
55
PGIM Custom Harvest
New Jersey
$10.7M +$10.3M +48,029 New
CS
56
Comerica Securities
Michigan
$10.7M +$76.5K +358 +0.8%
Creative Planning
57
Creative Planning
Kansas
$10M +$233K +1,092 +2%
MIAN
58
Mariner Independent Advisor Network
Kansas
$9.18M +$882K +4,127 +11%
BWM
59
Bulltick Wealth Management
Florida
$9.18M +$8.77M +41,035 New
CA
60
Cetera Advisors
Colorado
$9.12M +$659K +3,084 +8%
B
61
Bailard
California
$9.03M -$365K -1,708 -4%
CAAS
62
Capital Asset Advisory Services
Michigan
$8.95M +$69.7K +326 +0.8%
OPS
63
Orion Portfolio Solutions
Nebraska
$8.93M -$590K -2,762 -6%
BCP
64
Berkeley Capital Partners
Georgia
$8.84M -$15.2K -71 -0.2%
AI
65
Atria Investments
North Carolina
$8.73M +$4.17M +19,505 +100%
ZIG
66
Zurich Insurance Group
Switzerland
$8.41M
I
67
INVST
Indiana
$8.37M +$922K +4,312 +13%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$7.99M +$62.2K +291 +0.8%
RWG
69
Ratio Wealth Group
Colorado
$7.86M +$7.51M +35,146 New
CFP
70
Curran Financial Partners
South Carolina
$7.65M +$7.31M +34,210 New
FMN
71
Financial Management Network
California
$7.55M +$6.85M +32,025 New
JBA
72
Johnson Bixby & Associates
Washington
$7.31M +$6.98M +32,659 New
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$7.28M +$523K +2,446 +8%
AWM
74
Aprio Wealth Management
Georgia
$7.08M +$6.77M +31,661 New
FFN
75
Focus Financial Network
Minnesota
$7.08M -$562K -2,630 -8%