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Vanguard Health Care ETF

476 hedge funds and large institutions have $2.52B invested in Vanguard Health Care ETF in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 112 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 53

60% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 112

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 443476 (+33)

1.65% less ownership

Funds ownership: 32.39%30.75% (-1.6%)

11% less capital invested

Capital invested by funds: $2.84B → $2.52B (-$321M)

68% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $5.06M

Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
10.61%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.56%
New
93
Increased
179
Reduced
112
Closed
53
Calls
$1.64M
Puts
$5.06M
Net Calls
-$3.42M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
76
TIAA FSB
Florida
$4.56M +$27.8K +164 +0.6%
EWM
77
Endurance Wealth Management
Rhode Island
$4.09M
BI
78
Ballast Inc
Kentucky
$4.07M +$244K +1,439 +6%
RVPG
79
Relative Value Partners Group
$4.06M +$4.28M +25,277 New
TWA
80
Tillar-Wenstrup Advisors
Ohio
$4.03M +$44.2K +261 +1%
BCM
81
Brookstone Capital Management
Illinois
$3.97M +$523K +3,086 +14%
TCOO
82
Trust Company of Oklahoma
Oklahoma
$3.91M +$346K +2,041 +9%
TFS
83
TrustCore Financial Services
Tennessee
$3.9M +$4.04M +23,839 +5,703%
DWM
84
Destination Wealth Management
California
$3.89M -$828K -4,887 -17%
PP
85
Prudential plc
United Kingdom
$3.77M -$2.25M -13,300 -36%
AWM
86
Aevitas Wealth Management
Massachusetts
$3.77M +$287K +1,692 +8%
WFWM
87
Wechter Feldman Wealth Management
New Jersey
$3.72M -$10K -59 -0.3%
NFG
88
NewFocus Financial Group
Washington
$3.45M -$58.3K -344 -2%
AIP
89
Almanack Investment Partners
Pennsylvania
$3.41M -$2.4M -14,157 -40%
IA
90
IFP Advisors
Florida
$3.39M -$314K -1,852 -8%
MPA
91
Marvin & Palmer Associates
Delaware
$3.36M +$107K +630 +3%
BHB
92
Bank Hapoalim BM
Israel
$3.32M +$3.5M +20,653 New
FFC
93
First Financial Corp
Indiana
$3.12M +$371K +2,190 +13%
WMG
94
WESCAP Management Group
California
$3.1M -$258K -1,523 -7%
Brown Advisory
95
Brown Advisory
Maryland
$3.08M -$275K -1,624 -8%
ACA
96
Atlas Capital Advisors
Wyoming
$3.05M +$1.4M +8,288 +77%
LA
97
Leonetti & Associates
Illinois
$2.94M -$33.4K -197 -1%
GA
98
Greytown Advisors
Florida
$2.92M +$170K +1,005 +6%
NSIM
99
North Star Investment Management
Illinois
$2.87M +$4.41K +26 +0.1%
ECM
100
Exchange Capital Management
Michigan
$2.82M +$436K +2,573 +17%

VHT Hedge Fund Activity: Q4 2018 in Review

476 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2018, worth a combined $2.52B — down 11% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VHT positions and 53 closed out — a net gain of 40 holders — while 179 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $76.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $198M.

  • 476 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2018, up from 443 in Q3 2018.
  • Funds reported $2.52B of Vanguard Health Care ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 93 funds opened new Vanguard Health Care ETF positions in Q4 2018 and 53 closed out, a net change of +40 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2018 was UBS Group, an estimated $76.1M added.
  • The largest Vanguard Health Care ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $198M sold.

Based on aggregated 13F filings for Q4 2018.