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Vanguard Health Care ETF
VHT

903 hedge funds and large institutions have $5.34B invested in Vanguard Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 311 increasing their positions, 309 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $9.48M | Put options by funds: $4.53M

4.73% more ownership

Funds ownership: 33.08% → 37.8% (+4.7%)

1% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 309

6% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 79

4% less funds holding

Funds holding: 941 → 903 (-38)

19% less capital invested

Capital invested by funds: $6.62B → $5.34B (-$1.28B)

32% less funds holding in top 10

Funds holding in top 10: 57 → 39 (-18)

Holders
903
Holders Change
-38
Holders Change %
-4.04%
% of All Funds
14.39%
Holding in Top 10
39
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-31.58%
% of All Funds
0.62%
New
74
Increased
311
Reduced
309
Closed
79
Calls
$9.48M
Puts
$4.53M
Net Calls
+$4.96M
Net Calls Change
-$4.5M

Top Buyers

Rank Fund Capital Flow
1
SWG
Summit Wealth Group
Vermont
+$978M
2
Bank of America
Bank of America
North Carolina
+$28.7M
3
AIM
AMI Investment Management
Indiana
+$9.53M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$9.37M
5
Ameriprise
Ameriprise
Minnesota
+$9.33M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$42.1M
2
Morgan Stanley
Morgan Stanley
New York
-$35.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$12.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
901
Transamerica Financial Advisors
Florida
$1K – – –
RFA
902
Register Financial Advisors
Georgia
$954 +$963 +4 New
SCA
903
Stonebridge Capital Advisors
Minnesota
$715 – – –
CIA
904
Cape Investment Advisory
Georgia
$477 +$481 +2 New
SFCL
905
Strengthening Families & Communities LLC
Massachusetts
$3 – – –
CCMG
906
Clark Capital Management Group
Pennsylvania
– -$10.4M -42,021 Closed
BCIM
907
British Columbia Investment Management
British Columbia, Canada
– -$5.14M -20,725 Closed
Janus Henderson Group
908
Janus Henderson Group
United Kingdom
– -$4.28M -17,253 Closed
WI
909
Wintrust Investments
Illinois
– -$4.12M -16,621 Closed
Millennium Management
910
Millennium Management
New York
– -$3.52M -14,181 Closed
WM
911
Whitford Management
New York
– -$3.52M -14,173 Closed
CIBC Private Wealth Group
912
CIBC Private Wealth Group
Georgia
– -$2.79M -11,256 Closed
PAMS
913
Pictet Asset Management (Switzerland)
Switzerland
– -$2.78M -11,190 Closed
CWMU
914
Caliber Wealth Management (Utah)
Utah
– -$2.5M -10,059 Closed
AI
915
Atria Investments
North Carolina
– -$2.23M -9,006 Closed
BCM
916
Beck Capital Management
Texas
– -$1.64M -6,616 Closed
TFA
917
Tranquilli Financial Advisor
New Jersey
– -$1.55M -6,239 Closed
KC
918
Kinloch Capital
Virginia
– -$1.51M -6,091 Closed
WDC
919
Woodward Diversified Capital
California
– -$1.12M -4,510 Closed
MCC
920
Money Concepts Capital
Florida
– -$959K -3,867 Closed
CAM
921
Concorde Asset Management
Michigan
– -$898K -3,621 Closed
BWM
922
BCS Wealth Management
Tennessee
– -$889K -3,582 Closed
Citadel Advisors
923
Citadel Advisors
Florida
– -$728K -3,024 Closed
WIA
924
World Investment Advisors
California
– -$512K -2,066 Closed
IFS
925
Ifrah Financial Services
Arkansas
– -$459K -1,851 Closed
35 36
37
38 39

VHT Hedge Fund Activity: Q1 2023 in Review

903 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q1 2023, worth a combined $5.34B — down 19% from $6.62B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of VHT and 74 opened new positions — a net loss of 5 holders — while 309 trimmed existing stakes and 311 added.

The largest buyer was Summit Wealth Group, opening a new position worth an estimated $978M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $42.1M.

  • 903 institutional investors held Vanguard Health Care ETF (VHT) as of Q1 2023, down from 941 in Q4 2022.
  • Funds reported $5.34B of Vanguard Health Care ETF stock for Q1 2023, down 19% quarter-over-quarter.
  • 74 funds opened new Vanguard Health Care ETF positions in Q1 2023 and 79 closed out, a net change of -5 holders.
  • The largest Vanguard Health Care ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $978M added.
  • The largest Vanguard Health Care ETF seller in Q1 2023 was Beacon Capital Management Inc (Ohio), an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2023.