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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
CAG
926
Csenge Advisory Group
Florida
– -$428K -1,725 Closed
CA
927
Cresta Advisors
Texas
– -$417K -1,681 Closed
SCI
928
Stableford Capital II
Arizona
– -$378K -1,549 Closed
OPA
929
Old Port Advisors
Maine
– -$344K -1,386 Closed
GWA
930
GGM Wealth Advisors
Maryland
– -$329K -1,325 Closed
MA
931
MKT Advisors
California
– -$324K -1,305 Closed
KP
932
Keel Point
Alabama
– -$305K -1,228 Closed
RZH
933
Relyea Zuckerberg Hanson
Connecticut
– -$300K -1,211 Closed
BBA
934
BLB&B Advisors
Pennsylvania
– -$282K -1,137 Closed
PAS
935
Park Avenue Securities
New York
– -$278K -1,122 Closed
YIH
936
Y-Intercept (HK)
Hong Kong
– -$274K -1,106 Closed
I
937
INVST
Indiana
– -$271K -1,103 Closed
NWMG
938
National Wealth Management Group
Ohio
– -$266K -1,071 Closed
SIG
939
Sargent Investment Group
Maryland
– -$264K -1,065 Closed
Belvedere Trading
940
Belvedere Trading
Illinois
– -$248K -1,000 Closed
SWM
941
Scissortail Wealth Management
Oklahoma
– -$237K -973 Closed
USCWA
942
U.S. Capital Wealth Advisors
Texas
– -$231K -932 Closed
FBB
943
Fulton Breakefield Broenniman
Maryland
– -$225K -905 Closed
RWM
944
RKL Wealth Management
Pennsylvania
– -$219K -884 Closed
WGCA
945
Wolf Group Capital Advisors
Virginia
– -$219K -883 Closed
MGWM
946
Marks Group Wealth Management
Minnesota
– -$218K -879 Closed
CWA
947
Consilio Wealth Advisors
Washington
– -$217K -875 Closed
NL
948
NWAM LLC
Washington
– -$214K -864 Closed
BFM
949
Boston Financial Management
Massachusetts
– -$210K -847 Closed
BSI
950
Bennett Selby Investments
Maine
– -$210K -846 Closed
36 37
38
39 40

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.