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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
IWN
751
Independent Wealth Network
Iowa
$214K +$13.7K +56 +7%
WIM
752
Warwick Investment Management
Texas
$214K
CWS
753
Confluence Wealth Services
Pennsylvania
$213K -$85.8K -352 -28%
SAM
754
Silvercrest Asset Management
New York
$212K +$220K +902 New
CAM
755
Columbia Asset Management
Michigan
$212K -$43.9K -180 -17%
CT
756
Caldwell Trust
Florida
$212K
ST
757
Spinnaker Trust
Maine
$211K
CWM
758
Centric Wealth Management
Illinois
$211K
WPW
759
Waldron Private Wealth
Pennsylvania
$211K
MCA
760
MSH Capital Advisors
Arizona
$211K -$36.6K -150 -14%
PS
761
Planned Solutions
California
$210K
BA
762
Bristlecone Advisors
Washington
$210K +$218K +895 New
FA
763
Fountainhead AM
New Jersey
$210K +$218K +893 New
SFG
764
SNS Financial Group
Minnesota
$209K
LAM
765
LifePro Asset Management
California
$209K -$130K -532 -37%
EWM
766
Evercore Wealth Management
New York
$209K
MAM
767
McCarthy Asset Management
California
$209K
FAG
768
Fortitude Advisory Group
Washington
$208K +$13.9K +57 +7%
TMWM
769
Taylor & Morgan Wealth Management
Michigan
$206K +$244 +1 +0.1%
RPWA
770
Regent Peak Wealth Advisors
Georgia
$206K
RWIA
771
Roger Wittlin Investment Advisory
California
$205K -$292K -1,198 -58%
VIM
772
Vista Investment Management
Pennsylvania
$203K -$39.7K -163 -16%
CC
773
Cypress Capital
Tennessee
$199K
NS
774
NBC Securities
Alabama
$198K +$206K +846 New
AWM
775
Activest Wealth Management
Florida
$189K +$195K +802 New