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Vanguard Health Care ETF

963 hedge funds and large institutions have $6.02B invested in Vanguard Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 304 increasing their positions, 353 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.58M | Put options by funds: $3.69M

78% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 64

6% more capital invested

Capital invested by funds: $5.68B → $6.02B (+$337M)

4% more funds holding

Funds holding: 927963 (+36)

1.24% more ownership

Funds ownership: 34.92%36.16% (+1.2%)

5% less funds holding in top 10

Funds holding in top 10: 4139 (-2)

14% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 353

Holders
963
Holders Change
+36
Holders Change %
+3.88%
% of All Funds
14.04%
Holding in Top 10
39
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.88%
% of All Funds
0.57%
New
114
Increased
304
Reduced
353
Closed
64
Calls
$9.58M
Puts
$3.69M
Net Calls
+$5.9M
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Aprio Wealth Management
Georgia
$16M +$1.02M +4,295 +7%
BWM
52
Bulltick Wealth Management
Florida
$15.5M -$510K -2,155 -3%
FSC
53
Full Sail Capital
Oklahoma
$15M -$2.66M -11,241 -16%
SPIA
54
Strategic Point Investment Advisors
Rhode Island
$14.1M -$124K -522 -0.9%
DWM
55
Dakota Wealth Management
Florida
$13.8M +$625K +2,640 +5%
CTC
56
Chai Trust Company
Illinois
$13.6M +$605K +2,554 +5%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3M -$702K -2,964 -5%
IWC
58
Integrated Wealth Concepts
Massachusetts
$13.2M -$178K -750 -1%
EDRH
59
Edmond de Rothschild Holding
Switzerland
$12.9M
Corient Private Wealth
60
Corient Private Wealth
Florida
$12.9M +$627K +2,647 +5%
WAG
61
Wheelhouse Advisory Group
Missouri
$12.2M +$11.6M +48,853 New
EWG
62
Executive Wealth Group
Washington
$12M -$657K -2,773 -5%
Bank of Nova Scotia
63
Bank of Nova Scotia
Ontario, Canada
$11.6M +$8.88M +37,475 +425%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$11.4M -$2.86M -12,096 -21%
CW
65
Connectus Wealth
Ohio
$10.7M -$200K -846 -2%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$10.7M +$474 +2 +0%
RWG
67
Ratio Wealth Group
Colorado
$10.3M -$3.43M -14,493 -26%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$10.1M -$38.1K -161 -0.4%
ZIG
69
Zurich Insurance Group
Switzerland
$10M +$353K +1,490 +4%
CPRC
70
Consolidated Portfolio Review Corp
New York
$9.95M -$1.68M -7,075 -15%
AFC
71
Adaptive Financial Consulting
Ohio
$9.85M -$5.21K -22 -0.1%
Lido Advisors
72
Lido Advisors
California
$9.67M +$8.17M +34,515 +684%
PAG
73
Private Advisor Group
New Jersey
$9.53M -$1.15M -4,858 -11%
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$9.52M +$136K +576 +2%
LA
75
LM Advisors
California
$9.16M +$8.65M +36,518 New