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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
RWMH
726
Riverpoint Wealth Management Holdings
Illinois
$259K
CWM
727
Centric Wealth Management
Illinois
$259K +$19.7K +75 +9%
NAMNJ
728
NorthStar Asset Management (New Jersey)
New Jersey
$259K -$18.6K -71 -7%
ANBT
729
American National Bank & Trust
Texas
$258K
SWM
730
Selective Wealth Management
Virginia
$258K +$262 +1 +0.1%
LIA
731
Lynx Investment Advisory
District of Columbia
$257K +$254K +968 New
BCM
732
Basso Capital Management
Connecticut
$257K
PA
733
Procyon Advisors
Connecticut
$257K +$30.1K +115 +14%
AF
734
Aviso Financial
Ontario, Canada
$256K +$252K +963 New
WB
735
WesBanco Bank
West Virginia
$256K -$524 -2 -0.2%
TFF
736
The Family Firm
Maryland
$256K
MHS
737
M Holdings Securities
Oregon
$254K +$250K +954 New
PVI
738
Pine Valley Investments
New Jersey
$253K +$249K +950 New
TSWM
739
Tyler-Stone Wealth Management
Ohio
$253K -$146K -555 -37%
LCM
740
Lazari Capital Management
California
$251K
FA
741
Faithward Advisors
Pennsylvania
$251K +$2.88K +11 +1%
AO
742
Advisor OS
Illinois
$250K +$24.1K +92 +11%
GGS
743
Galvin Gaustad & Stein
Arizona
$250K
CWS
744
Cypress Wealth Services
California
$250K
ODG
745
O'Dell Group
Ohio
$249K
LW
746
Linscomb Wealth
Texas
$248K -$7.6K -29 -3%
DBRC
747
D.B. Root & Company
Pennsylvania
$248K
CT
748
Caldwell Trust
Florida
$247K
AMBIA
749
Allen Mooney & Barnes Investment Advisors
Georgia
$246K -$21K -80 -8%
OHWA
750
Oak Hill Wealth Advisors
Virginia
$244K +$241K +919 New