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Vanguard Health Care ETF

923 hedge funds and large institutions have $5.66B invested in Vanguard Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 273 increasing their positions, 311 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $2.47M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

6% more capital invested

Capital invested by funds: $5.34B → $5.66B (+$319M)

3% more funds holding in top 10

Funds holding in top 10: 3940 (+1)

2% more funds holding

Funds holding: 903923 (+20)

0.58% more ownership

Funds ownership: 37.8%38.38% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 311

Holders
923
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
14.49%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.63%
New
76
Increased
273
Reduced
311
Closed
48
Calls
$10.7M
Puts
$2.47M
Net Calls
+$8.25M
Net Calls Change
+$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
RW
726
RVW Wealth
California
$234K
BWA
727
BDO Wealth Advisors
Florida
$234K -$9.73K -40 -4%
ATPW
728
Ashton Thomas Private Wealth
Arizona
$233K -$69.6K -286 -23%
BAG
729
Bridgewealth Advisory Group
California
$232K -$22.1K -91 -9%
NFP
730
Narus Financial Partners
Utah
$230K +$7.05K +29 +3%
LCM
731
Lazari Capital Management
California
$228K +$227K +933 New
NF
732
Norwood Financial
Pennsylvania
$228K
CWS
733
Cypress Wealth Services
California
$227K +$243 +1 +0.1%
ICG
734
InterOcean Capital Group
Tennessee
$227K -$45.7K -188 -17%
HIA
735
Harbor Investment Advisory
Maryland
$227K
DBRC
736
D.B. Root & Company
Pennsylvania
$226K
ODG
737
O'Dell Group
Ohio
$226K +$224K +922 New
OHWA
738
Oak Hill Wealth Advisors
Virginia
$225K
IA
739
Insight Advisors
Pennsylvania
$225K -$20.2K -83 -8%
BIA
740
Benchmark Investment Advisors
Illinois
$225K
CAG
741
Compass Advisory Group
New York
$224K +$12.7K +52 +6%
HCM
742
Hollencrest Capital Management
California
$224K
BBPWM
743
Blue Bell Private Wealth Management
Pennsylvania
$224K
WIM
744
Warwick Investment Management
Texas
$223K
CT
745
Caldwell Trust
Florida
$220K
ST
746
Spinnaker Trust
Maine
$220K
Renaissance Technologies
747
Renaissance Technologies
New York
$220K -$1.87M -7,700 -90%
WPW
748
Waldron Private Wealth
Pennsylvania
$220K -$1.04M -4,278 -83%
PS
749
Planned Solutions
California
$219K
BW
750
Bison Wealth
Georgia
$219K +$17K +70 +8%

VHT Hedge Fund Activity: Q2 2023 in Review

923 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2023, worth a combined $5.66B — up 6% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VHT positions and 48 closed out — a net gain of 28 holders — while 273 added to existing stakes and 311 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $764M. The largest seller was Summit Wealth Group, cutting an estimated $984M.

  • 923 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2023, up from 903 in Q1 2023.
  • Funds reported $5.66B of Vanguard Health Care ETF stock for Q2 2023, up 6% quarter-over-quarter.
  • 76 funds opened new Vanguard Health Care ETF positions in Q2 2023 and 48 closed out, a net change of +28 holders.
  • The largest Vanguard Health Care ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $764M added.
  • The largest Vanguard Health Care ETF seller in Q2 2023 was Summit Wealth Group, an estimated $984M sold.

Based on aggregated 13F filings for Q2 2023.