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Vanguard Health Care ETF

739 hedge funds and large institutions have $4.39B invested in Vanguard Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

33% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 205

1% more funds holding

Funds holding: 731739 (+8)

4% more capital invested

Capital invested by funds: $4.21B → $4.39B (+$185M)

5% less call options, than puts

Call options by funds: $4.77M | Put options by funds: $5.02M

2.6% less ownership

Funds ownership: 31.15%28.55% (-2.6%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
739
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
12.86%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
68
Increased
273
Reduced
205
Closed
49
Calls
$4.77M
Puts
$5.02M
Net Calls
-$243K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$14.1M +$10.9M +45,599 +403%
AWM
52
Aprio Wealth Management
Georgia
$13.5M +$13.1M +54,798 New
EWG
53
Executive Wealth Group
Washington
$13.2M -$125K -522 -1%
SWP
54
Stratos Wealth Partners
Ohio
$12.8M +$379K +1,588 +3%
CA
55
Cetera Advisors
Colorado
$12.6M +$632K +2,645 +5%
RWG
56
Ratio Wealth Group
Colorado
$12.5M +$1.13M +4,739 +10%
Creative Planning
57
Creative Planning
Kansas
$12.4M +$368K +1,542 +3%
HWA
58
HCR Wealth Advisors
California
$12.4M -$92.2K -386 -0.8%
Vanguard Group
59
Vanguard Group
Pennsylvania
$12.1M -$10.8M -45,199 -48%
CS
60
Comerica Securities
Michigan
$12M +$224K +939 +2%
HighTower Advisors
61
HighTower Advisors
Illinois
$11.9M +$782K +3,273 +7%
BWM
62
Bulltick Wealth Management
Florida
$11.9M +$1.15M +4,830 +11%
CFP
63
Curran Financial Partners
South Carolina
$11.5M +$9.25M +38,717 +486%
MIAN
64
Mariner Independent Advisor Network
Kansas
$11M +$895K +3,745 +9%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$10.8M +$4.4M +18,407 +73%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$10.6M +$4.69M +19,638 +84%
TF
67
TIAA FSB
Florida
$10.4M -$2.22M -9,278 -18%
JBA
68
Johnson Bixby & Associates
Washington
$9.99M +$884K +3,700 +11%
TA
69
TruWealth Advisors
Louisiana
$9.56M +$855K +3,577 +10%
B
70
Bailard
California
$9.14M -$255K -1,069 -3%
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$8.98M +$322K +1,347 +4%
OPS
72
Orion Portfolio Solutions
Nebraska
$8.9M -$284K -1,187 -3%
DADC
73
D.A. Davidson & Co
Montana
$8.88M -$2.76M -11,555 -24%
AFC
74
Adaptive Financial Consulting
Ohio
$8.77M +$243K +1,016 +3%
ZIG
75
Zurich Insurance Group
Switzerland
$8.73M