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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
AWM
776
AllSquare Wealth Management
New York
$180K
CWC
777
Carolinas Wealth Consulting
North Carolina
$177K -$65.8K -270 -26%
TF
778
Tompkins Financial
New York
$176K -$24.4K -100 -12%
BFP
779
Briaud Financial Planning
Texas
$168K +$175K +716 New
PMFA
780
Plante Moran Financial Advisors
Michigan
$161K -$2.44K -10 -1%
PIM
781
Progressive Investment Management
Oregon
$161K +$20.2K +83 +14%
CT
782
Cambridge Trust
Massachusetts
$156K
MCM
783
Magnolia Capital Management
New York
$155K
JWA
784
JFS Wealth Advisors
Pennsylvania
$152K
DWMG
785
DB Wealth Management Group
California
$144K -$110K -450 -42%
PCMC
786
Private Capital Management (Colorado)
Colorado
$143K
AWM
787
Atticus Wealth Management
Florida
$139K -$15.6K -64 -10%
HB
788
Horizon Bancorp
Indiana
$136K +$141K +578 New
YDMI
789
Y.D. More Investments
Israel
$134K
SAM
790
S.A. Mason
Michigan
$133K
FFA
791
Farther Finance Advisors
California
$130K +$135K +554 New
TWM
792
Tradition Wealth Management
Minnesota
$130K
WT
793
Washington Trust
Rhode Island
$128K
SWA
794
SOA Wealth Advisors
New York
$125K +$488 +2 +0.4%
AIA
795
Armor Investment Advisors
North Carolina
$122K
TFGT
796
TS Financial Group (TSFG)
Illinois
$122K -$36.1K -148 -22%
BCA
797
Bray Capital Advisors
Florida
$121K
RAM
798
Ramirez Asset Management
New York
$120K +$124K +510 New
UB
799
UMB Bank
Missouri
$120K
IFAM
800
Institutional & Family Asset Management
Colorado
$119K