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Vanguard Health Care ETF

994 hedge funds and large institutions have $6.05B invested in Vanguard Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $1.62M

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

0% more funds holding

Funds holding: 990994 (+4)

0.87% less ownership

Funds ownership: 35.2%34.32% (-0.87%)

5% less capital invested

Capital invested by funds: $6.36B → $6.05B (-$311M)

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

20% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 345

Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
14.36%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.49%
New
80
Increased
276
Reduced
345
Closed
55
Calls
$8.8M
Puts
$1.62M
Net Calls
+$7.18M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Marotta Asset Management
Virginia
$18.3M -$357K -1,361 -2%
Goldman Sachs
52
Goldman Sachs
New York
$18.1M -$624K -2,379 -3%
EWA
53
EverSource Wealth Advisors
Alabama
$17.9M -$2.22M -8,481 -12%
Creative Planning
54
Creative Planning
Kansas
$17.8M -$152K -580 -0.9%
CTC
55
Chai Trust Company
Illinois
$15.8M +$648K +2,473 +4%
FSC
56
Full Sail Capital
Oklahoma
$15.7M +$70.3K +268 +0.5%
SPIA
57
Strategic Point Investment Advisors
Rhode Island
$15M -$46.1K -176 -0.3%
WAG
58
Wheelhouse Advisory Group
Missouri
$14.4M +$718K +2,738 +5%
IWC
59
Integrated Wealth Concepts
Massachusetts
$14.3M +$222K +848 +2%
Corient Private Wealth
60
Corient Private Wealth
Florida
$14.2M +$4.71M +17,949 +51%
DWM
61
Dakota Wealth Management
Florida
$14M -$530K -2,022 -4%
EDRH
62
Edmond de Rothschild Holding
Switzerland
$13.7M
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2M +$110K +419 +0.8%
Lido Advisors
64
Lido Advisors
California
$12.7M +$1.22M +4,661 +11%
BWA
65
Bordeaux Wealth Advisors
California
$12.7M +$12.5M +47,611 New
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$12.2M +$10.5M +40,120 +722%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$11.9M -$384K -1,463 -3%
PAG
68
Private Advisor Group
New Jersey
$11.4M +$110K +419 +1%
NEPWA
69
New England Private Wealth Advisors
Massachusetts
$11M +$8.39K +32 +0.1%
AFC
70
Adaptive Financial Consulting
Ohio
$10.9M +$321K +1,223 +3%
PS
71
Principal Securities
Iowa
$10.6M +$2.59M +9,889 +33%
MPWT
72
MassMutual Private Wealth & Trust
Connecticut
$10.1M +$7.08K +27 +0.1%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$10M -$2.06M -7,875 -17%
ACA
74
Atlas Capital Advisors
Wyoming
$9.67M -$917K -3,498 -9%
FFN
75
Focus Financial Network
Minnesota
$9.67M +$47.2K +180 +0.5%