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Vanguard Health Care ETF
VHT

Overview Fund Activity

959 hedge funds and large institutions have $6.02B invested in Vanguard Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 303 increasing their positions, 351 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+35
Holders Change %
+3.79%
% of All Funds
14.06%
Holding in Top 10
39
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.88%
% of All Funds
0.57%
New
113
Increased
303
Reduced
351
Closed
64
Calls
$9.58M
Puts
$3.69M
Net Calls
+$5.9M
Net Calls Change
+$489K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$889M
2
Bank of America
Bank of America
North Carolina
$446M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87M
4
Cerity Partners
Cerity Partners
New York
$29.1M
5
PCH
PGIM Custom Harvest
New Jersey
$251M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$5.83M
2
MMEA
Main Management ETF Advisors
California
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$56.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$127M
5
Osaic Holdings
Osaic Holdings
Arizona
$65.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
801
NBC Securities
Alabama
$179K -$32.2K -129 -15%
AWM
802
AllSquare Wealth Management
New York
$170K -$21.3K -85 -11%
CT
803
Cambridge Trust
Massachusetts
$166K – – –
BCA
804
Bray Capital Advisors
Florida
$154K +$25.3K +101 +20%
WT
805
Washington Trust
Rhode Island
$153K +$16.3K +65 +12%
PFBT
806
Parkside Financial Bank & Trust
Missouri
$153K +$58.9K +235 +63%
PCMC
807
Private Capital Management (Colorado)
Colorado
$152K – – –
PIM
808
Progressive Investment Management
Oregon
$150K -$20.8K -83 -12%
JWA
809
JFS Wealth Advisors
Pennsylvania
$148K -$13.3K -53 -8%
HB
810
Horizon Bancorp
Indiana
$145K – – –
YDMI
811
Y.D. More Investments
Israel
$143K – – –
SAM
812
S.A. Mason
Michigan
$141K – – –
SWA
813
SOA Wealth Advisors
New York
$134K +$752 +3 +0.6%
TWM
814
Tradition Wealth Management
Minnesota
$133K -$5.26K -21 -4%
AIA
815
Armor Investment Advisors
North Carolina
$131K – – –
AWM
816
Atticus Wealth Management
Florida
$130K -$18.3K -73 -12%
RAM
817
Ramirez Asset Management
New York
$128K – – –
UB
818
UMB Bank
Missouri
$128K – – –
IFAM
819
Institutional & Family Asset Management
Colorado
$127K – – –
DWMG
820
DB Wealth Management Group
California
$118K -$35.1K -140 -23%
SC
821
Solstein Capital
California
$118K – – –
DCM
822
Davis Capital Management
Florida
$116K +$116K +464 New
CSWM
823
Cassady Schiller Wealth Management
Ohio
$113K – – –
LWANC
824
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K +$75.2K +300 +201%
SIC
825
SJS Investment Consulting
Ohio
$110K +$104K +416 +1,664%
31 32
33
34 35