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Vanguard Health Care ETF

963 hedge funds and large institutions have $6.02B invested in Vanguard Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 304 increasing their positions, 353 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.58M | Put options by funds: $3.69M

78% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 64

6% more capital invested

Capital invested by funds: $5.68B → $6.02B (+$337M)

4% more funds holding

Funds holding: 927963 (+36)

1.24% more ownership

Funds ownership: 34.92%36.16% (+1.2%)

5% less funds holding in top 10

Funds holding in top 10: 4139 (-2)

14% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 353

Holders
963
Holders Change
+36
Holders Change %
+3.88%
% of All Funds
14.04%
Holding in Top 10
39
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.88%
% of All Funds
0.57%
New
114
Increased
304
Reduced
353
Closed
64
Calls
$9.58M
Puts
$3.69M
Net Calls
+$5.9M
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
Activest Wealth Management
Florida
$216K +$14.4K +61 +8%
BAG
777
Bridgewealth Advisory Group
California
$215K -$22.5K -95 -10%
E
778
ETFidea
New York
$214K +$202K +855 New
PWA
779
Physician Wealth Advisors
Utah
$214K +$198K +834 New
CC
780
Cypress Capital
Tennessee
$212K
SSWM
781
Smith Salley Wealth Management
North Carolina
$212K +$200K +845 New
TFA
782
Trinity Financial Advisors
Ohio
$212K +$200K +844 New
AL
783
Aspiriant LLC
California
$211K +$200K +843 New
AEPWM
784
Atlantic Edge Private Wealth Management
Florida
$210K +$198K +837 New
AA
785
Advisory Alpha
Michigan
$209K +$198K +835 New
IWN
786
Independent Wealth Network
Iowa
$209K -$18.2K -77 -8%
BAM
787
BTS Asset Management
Massachusetts
$208K -$46.2K -195 -19%
RWM
788
Ritholtz Wealth Management
New York
$208K -$45K -190 -19%
AWP
789
Ascent Wealth Partners
New York
$207K +$195K +825 New
BWG
790
Balanced Wealth Group
Ohio
$206K +$195K +824 New
VCM
791
Vivaldi Capital Management
Illinois
$204K -$251K -1,060 -58%
IP
792
Ignite Planners
California
$204K -$67.7K -286 -26%
SAM
793
Silvercrest Asset Management
New York
$204K -$21.1K -89 -10%
NL
794
NWAM LLC
Washington
$203K +$191K +808 New
HIP
795
HUB Investment Partners
Texas
$202K +$190K +804 New
MAM
796
Mystic Asset Management
Rhode Island
$201K +$190K +802 New
NLP
797
Next Level Private
New York
$201K +$189K +800 New
TTWM
798
TCV Trust & Wealth Management
Virginia
$201K +$189K +800 New
MA
799
MONECO Advisors
Connecticut
$200K +$189K +799 New
CWC
800
Carolinas Wealth Consulting
North Carolina
$200K +$3.08K +13 +2%