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Vanguard Health Care ETF

928 hedge funds and large institutions have $5.68B invested in Vanguard Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 308 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $8.7M | Put options by funds: $3.29M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

1% more funds holding

Funds holding: 923928 (+5)

0% more capital invested

Capital invested by funds: $5.66B → $5.68B (+$24.2M)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 324

3.46% less ownership

Funds ownership: 38.38%34.92% (-3.5%)

Holders
928
Holders Change
+5
Holders Change %
+0.54%
% of All Funds
14.73%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.65%
New
59
Increased
308
Reduced
324
Closed
46
Calls
$8.7M
Puts
$3.29M
Net Calls
+$5.41M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Marotta Asset Management
Virginia
$17M +$72.9K +299 +0.4%
FSC
52
Full Sail Capital
Oklahoma
$16.7M -$603K -2,475 -3%
SWP
53
Stratos Wealth Partners
Ohio
$16.4M +$6.97M +28,597 +69%
Creative Planning
54
Creative Planning
Kansas
$15.5M +$1.14M +4,694 +8%
BWM
55
Bulltick Wealth Management
Florida
$15.1M -$901K -3,695 -5%
AWS
56
Atria Wealth Solutions
New York
$14.1M +$3.42M +14,049 +31%
AWM
57
Aprio Wealth Management
Georgia
$14M +$709K +2,910 +5%
MCM
58
MAI Capital Management
Ohio
$13.6M +$613K +2,513 +5%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$13.6M +$4.41M +18,096 +46%
SPIA
60
Strategic Point Investment Advisors
Rhode Island
$13.3M +$155K +636 +1%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2M -$4.56M -18,692 -25%
RWG
62
Ratio Wealth Group
Colorado
$13.1M -$1.43M -5,875 -10%
IWC
63
Integrated Wealth Concepts
Massachusetts
$12.5M -$85.6K -351 -0.7%
DWM
64
Dakota Wealth Management
Florida
$12.3M +$10.9M +44,697 +590%
CTC
65
Chai Trust Company
Illinois
$12.1M +$602K +2,471 +5%
EDRH
66
Edmond de Rothschild Holding
Switzerland
$12.1M
EWG
67
Executive Wealth Group
Washington
$11.9M -$2.92K -12 -0%
Corient Private Wealth
68
Corient Private Wealth
Florida
$11.5M -$12.1M -49,444 -50%
SIS
69
Strategic Investment Solutions
Illinois
$11.3M +$11.1M +45,521 +6,253%
WMS
70
Wealth Management Solutions
Pennsylvania
$11.1M -$445K -1,826 -4%
CPRC
71
Consolidated Portfolio Review Corp
New York
$11M -$445K -1,827 -4%
CW
72
Connectus Wealth
Ohio
$10.3M +$10.6M +43,652 New
PAG
73
Private Advisor Group
New Jersey
$10.1M +$73.4K +301 +0.7%
Goldman Sachs
74
Goldman Sachs
New York
$9.97M -$3.46M -14,191 -25%
DADC
75
D.A. Davidson & Co
Montana
$9.93M -$740K -3,034 -7%