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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
PTC
851
Private Trust Company
Ohio
$44.4K -$44.1K -181 -49%
MFT
852
Moisand Fitzgerald Tamayo
Florida
$44.2K -$6.09K -25 -12%
TCOV
853
Trust Company of Vermont
Vermont
$43.7K
BWP
854
Baldwin Wealth Partners
Massachusetts
$42.1K
VNA
855
Valley National Advisers
Pennsylvania
$42K
LFA
856
Level Financial Advisors
New York
$41.6K
GWANC
857
Guardian Wealth Advisors (North Carolina)
North Carolina
$37.9K
RBC
858
Roble Belko & Company
Pennsylvania
$36K
CT
859
Colonial Trust
South Carolina
$35.3K
LWANC
860
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K
CAM
861
Costello Asset Management
Pennsylvania
$33.1K +$9.75K +40 +40%
HR
862
Howe & Rusling
New York
$32.9K -$20.5K -84 -38%
FHA
863
First Horizon Advisors
Tennessee
$32.9K -$72.6K -298 -68%
SC
864
SouthState Corp
Florida
$32.2K
AWM
865
Abound Wealth Management
Tennessee
$29.7K
APC
866
Aspire Private Capital
North Carolina
$29.2K +$30.2K +124 New
OLVIG
867
Oliver Lagore Vanvalin Investment Group
Michigan
$28.7K -$3.66K -15 -11%
PAG
868
Paladin Advisory Group
Iowa
$28.7K
AP
869
Atwood & Palmer
Missouri
$28.4K
LF
870
Lee Financial
Texas
$28.4K
ME
871
McIlrath & Eck
Washington
$27.7K
FA
872
Faithward Advisors
Pennsylvania
$27.3K -$8.04K -33 -22%
TIM
873
Tortoise Investment Management
New York
$27.3K
LC
874
Lindbrook Capital
California
$27K
MMG
875
Monetary Management Group
Missouri
$27K