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Vanguard Health Care ETF
VHT

Overview Fund Activity

986 hedge funds and large institutions have $6.36B invested in Vanguard Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 329 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+27
Holders Change %
+2.82%
% of All Funds
14.29%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.57%
New
81
Increased
342
Reduced
329
Closed
45
Calls
$10.4M
Puts
$2.17M
Net Calls
+$8.22M
Net Calls Change
+$2.32M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$162M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$140M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$83.7M
4
EWG
4
Executive Wealth Group
Washington
$37.9M
5
Wells Fargo
5
Wells Fargo
California
$247M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$460M
2
Bank of America
2
Bank of America
North Carolina
$436M
3
MIM
3
Morningstar Investment Management
Illinois
$73.5M
4
Mariner
4
Mariner
Kansas
$22.5M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
751
Blue Bell Private Wealth Management
Pennsylvania
$247K – – –
BFS
752
Bare Financial Services
Pennsylvania
$247K +$247K +965 New
MFA
753
McClarren Financial Advisors
Pennsylvania
$247K -$13.3K -49 -5%
AG
754
Ascent Group
Virginia
$247K – – –
WIM
755
Warwick Investment Management
Texas
$246K – – –
LPAM
756
Lodestar Private Asset Management
California
$245K +$245K +906 New
TF
757
Trek Financial
Arizona
$244K +$244K +904 New
BA
758
Bristlecone Advisors
Washington
$242K – – –
IAS
759
Insigneo Advisory Services
Florida
$242K -$48.7K -180 -17%
PS
760
Planned Solutions
California
$242K – – –
NF
761
Norwood Financial
Pennsylvania
$242K -$13.5K -50 -5%
EWM
762
Evercore Wealth Management
New York
$240K -$2.44K -9 -1%
SFG
763
SNS Financial Group
Minnesota
$240K – – –
FAG
764
Fortitude Advisory Group
Washington
$240K – – –
CL
765
Choreo LLC
Illinois
$240K -$35.2K -130 -13%
RWIA
766
Roger Wittlin Investment Advisory
California
$239K +$812 +3 +0.3%
JCM
767
Jacobi Capital Management
Pennsylvania
$237K -$35.7K -132 -13%
AW
768
Alaethes Wealth
Nevada
$236K -$5.14K -19 -2%
HBW
769
Hazlett, Burt & Watson
West Virginia
$236K -$2.42K -9 -1%
SIC
770
Sterling Investment Counsel
New York
$235K -$51.4K -190 -18%
MAM
771
McCarthy Asset Management
California
$232K -$4.33K -16 -2%
PA
772
Procyon Advisors
Connecticut
$230K -$3.52K -13 -2%
RWM
773
Ritholtz Wealth Management
New York
$230K +$5.68K +21 +3%
WC
774
Waterloo Capital
Texas
$230K -$297K -1,098 -56%
AO
775
Advisor OS
Illinois
$230K +$230K +849 New
29 30
31
32 33