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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
AC
726
Avestar Capital
New York
$233K
RFC
727
Regions Financial Corp
Alabama
$231K -$9.75K -40 -4%
GSAM
728
Grant Street Asset Management
Pennsylvania
$231K +$239K +981 New
RWMH
729
Riverpoint Wealth Management Holdings
Illinois
$227K +$731 +3 +0.3%
BCM
730
Basso Capital Management
Connecticut
$227K
RWP
731
Revolve Wealth Partners
New Jersey
$227K +$235K +964 New
FPGK
732
Financial Partners Group (Kansas)
Kansas
$226K +$242K +994 New
RW
733
RVW Wealth
California
$225K
GGS
734
Galvin Gaustad & Stein
Arizona
$224K -$26.8K -110 -10%
BAG
735
Bridgewealth Advisory Group
California
$224K +$975 +4 +0.4%
IA
736
Insight Advisors
Pennsylvania
$224K +$8.04K +33 +4%
MFA
737
McClarren Financial Advisors
Pennsylvania
$223K +$39K +160 +20%
OL
738
Owen LaRue
Kentucky
$221K -$7.31K -30 -3%
LCM
739
Lazari Capital Management
California
$220K +$731 +3 +0.3%
CWS
740
Cypress Wealth Services
California
$220K
NFP
741
Narus Financial Partners
Utah
$219K -$2.44K -10 -1%
HIA
742
Harbor Investment Advisory
Maryland
$218K
DBRC
743
D.B. Root & Company
Pennsylvania
$217K
AW
744
Alaethes Wealth
Nevada
$217K -$8.29K -34 -4%
ODG
745
O'Dell Group
Ohio
$217K
OHWA
746
Oak Hill Wealth Advisors
Virginia
$216K
SIG
747
Sargent Investment Group
Maryland
$215K -$36.6K -150 -14%
HCM
748
Hollencrest Capital Management
California
$215K
BBPWM
749
Blue Bell Private Wealth Management
Pennsylvania
$215K
NF
750
Norwood Financial
Pennsylvania
$214K -$4.88K -20 -2%