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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
BAAM
876
Baker Avenue Asset Management
California
$26.6K -$118K -486 -81%
CFFP
877
Center for Financial Planning
Michigan
$25.4K
OFG
878
Oxford Financial Group
Indiana
$24.9K
HF
879
Halpern Financial
Virginia
$23.5K
BWS
880
Buck Wealth Strategies
Colorado
$20.2K -$23.4K -96 -53%
TFA
881
Transamerica Financial Advisors
Florida
$20K +$20.7K +85 +8,500%
DWA
882
Dougherty Wealth Advisers
Minnesota
$17.6K
TCM
883
Tradewinds Capital Management
Washington
$17.6K
BWAM
884
Boyd Watterson Asset Management
Ohio
$17.4K
RAM
885
Riggs Asset Management
Pennsylvania
$16.7K
UCB
886
United Community Bank
South Carolina
$15.5K
CMP
887
Coston McIsaac & Partners
Maine
$15K
HWM
888
Horizons Wealth Management
North Carolina
$14.6K
HT
889
Headlands Technologies
Illinois
$14.3K +$14.9K +61 New
RDIA
890
RE Dickinson Investment Advisors
Iowa
$14K
PWMG
891
Prestige Wealth Management Group
New Jersey
$13.9K -$178K -730 -93%
HL
892
HeadInvest LLC
Maine
$13.9K +$14.4K +59 New
GWS
893
Glassman Wealth Services
Virginia
$13.2K
Barclays
894
Barclays
United Kingdom
$12.9K
AF
895
Arrow Financial
New York
$12.2K
SFC
896
SYM Financial Corp
Indiana
$12.2K
KFS
897
Kelly Financial Services
Massachusetts
$11.8K
SIS
898
Sound Income Strategies
Florida
$11.5K +$2.19K +9 +23%
TC
899
Truvestments Capital
Florida
$11.3K -$13.7K -56 -54%
AWA
900
Authentikos Wealth Advisory
California
$11.3K +$11.7K +48 New