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Vanguard Health Care ETF
VHT

Overview Fund Activity

919 hedge funds and large institutions have $5.66B invested in Vanguard Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 272 increasing their positions, 311 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+19
Holders Change %
+2.11%
% 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
75
Increased
272
Reduced
311
Closed
48
Calls
$10.7M
Puts
$2.47M
Net Calls
+$8.25M
Net Calls Change
+$3.29M

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$91.9M
2
HFRG
Houlihan Financial Resource Group
Virginia
+$68.2M
3
Morgan Stanley
Morgan Stanley
New York
+$24.7M
4
MIM
Morningstar Investment Management
Illinois
+$16.8M
5
BA
Bellwether Advisors
Nebraska
+$14M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$990M
2
Bank of America
Bank of America
North Carolina
-$27M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$16M
4
SI
Stephens Inc
Arkansas
-$13.7M
5
UBS Group
UBS Group
Switzerland
-$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
751
McCarthy Asset Management
California
$217K – – –
CWM
752
Centric Wealth Management
Illinois
$216K -$2.41K -10 -1%
TMWM
753
Taylor & Morgan Wealth Management
Michigan
$215K -$23.8K -97 -10%
CS
754
Capital Square
Tennessee
$215K +$1.47K +6 +0.7%
RPWA
755
Regent Peak Wealth Advisors
Georgia
$214K – – –
RA
756
Riverstone Advisors
Texas
$213K – – –
IWN
757
Independent Wealth Network
Iowa
$209K +$1.47K +6 +0.7%
HR
758
Hardy Reed
Mississippi
$208K – – –
TF
759
Tompkins Financial
New York
$207K – – –
CC
760
Cypress Capital
Tennessee
$207K – – –
IP
761
Ignite Planners
California
$207K +$238 +1 +0.1%
SSWM
762
Smith Salley Wealth Management
North Carolina
$207K – – –
SB
763
Strategic Blueprint
Georgia
$204K +$204K +832 New
JFG
764
JMG Financial Group
Illinois
$203K -$36.8K -150 -15%
FAG
765
Fortitude Advisory Group
Washington
$203K -$27.4K -112 -12%
AAM
766
Augustine Asset Management
Florida
$202K +$202K +826 New
Betterment LLC
767
Betterment LLC
New York
$202K +$202K +825 New
PCM
768
Palisade Capital Management
New Jersey
$202K +$202K +824 New
EAM
769
Evanson Asset Management
California
$202K -$64.6K -264 -24%
MFA
770
McClarren Financial Advisors
Pennsylvania
$194K +$30K +123 +18%
PWMG
771
Prestige Wealth Management Group
New Jersey
$194K +$179K +729 +1,215%
RP
772
Rice Partnership
Hawaii
$193K +$193K +787 New
AWM
773
AllSquare Wealth Management
New York
$179K – – –
SIS
774
Strategic Investment Solutions
Illinois
$178K – – –
PMFA
775
Plante Moran Financial Advisors
Michigan
$170K -$11.5K -47 -6%
29 30
31
32 33