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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
PAG
901
Paladin Advisory Group
Iowa
$30.6K
AP
902
Atwood & Palmer
Missouri
$30.3K
TIM
903
Tortoise Investment Management
New York
$29.1K
BWP
904
Baldwin Wealth Partners
Massachusetts
$28.8K -$15.2K -64 -36%
LC
905
Lindbrook Capital
California
$28.8K
MMG
906
Monetary Management Group
Missouri
$28.8K
SA
907
Scarborough Advisors
Maryland
$28.8K +$27.2K +115 New
CFFP
908
Center for Financial Planning
Michigan
$27.1K
OFG
909
Oxford Financial Group
Indiana
$26.6K
HF
910
Halpern Financial
Virginia
$25.4K
MLA
911
MB, Levis & Associates
Pennsylvania
$25.1K -$40.3K -170 -63%
CJ
912
Caitlin John
Michigan
$23.3K +$22K +93 New
BL
913
BFSG LLC
California
$20.1K +$18.9K +80 New
DWA
914
Dougherty Wealth Advisers
Minnesota
$18.8K
NFA
915
Northwest Financial Advisors
Virginia
$18.8K +$17.8K +75 New
BWAM
916
Boyd Watterson Asset Management
Ohio
$18.6K
RAM
917
Riggs Asset Management
Pennsylvania
$17.8K
PWMG
918
Prestige Wealth Management Group
New Jersey
$16.8K +$1.9K +8 +14%
UCB
919
United Community Bank
South Carolina
$16.5K
CMP
920
Coston McIsaac & Partners
Maine
$16K +$237 +1 +2%
HWM
921
Horizons Wealth Management
North Carolina
$15.5K
Barclays
922
Barclays
United Kingdom
$13.8K
EWA
923
Elevate Wealth Advisory
Georgia
$13.2K +$12.6K +53 New
SFC
924
SYM Financial Corp
Indiana
$13.1K
KFS
925
Kelly Financial Services
Massachusetts
$12.5K