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Vanguard Health Care ETF

600 hedge funds and large institutions have $3.66B invested in Vanguard Health Care ETF in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 158

34% more capital invested

Capital invested by funds: $2.73B → $3.66B (+$926M)

25% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $4.8M

7% more funds holding

Funds holding: 563600 (+37)

0.86% less ownership

Funds ownership: 34.5%33.64% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
600
Holders Change
+37
Holders Change %
+6.57%
% of All Funds
12.3%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.57%
New
77
Increased
220
Reduced
158
Closed
36
Calls
$6.01M
Puts
$4.8M
Net Calls
+$1.21M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$5.83M -$222K -1,181 -4%
BI
77
Ballast Inc
Kentucky
$5.76M -$39.2K -209 -0.7%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$5.74M -$360K -1,920 -6%
AFC
79
Adaptive Financial Consulting
Ohio
$5.68M +$9.57K +51 +0.2%
CA
80
Cornerstone Advisory
Maryland
$5.58M -$263K -1,400 -5%
KWM
81
Keebeck Wealth Management
Illinois
$5.49M +$5.34M +28,481 New
Goldman Sachs
82
Goldman Sachs
New York
$5.44M -$3.7M -19,731 -41%
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$5.43M +$348K +1,856 +7%
MAM
84
Marotta Asset Management
Virginia
$5.37M +$566K +3,014 +12%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$5.3M -$38.5K -205 -0.7%
BHB
86
Bank Hapoalim BM
Israel
$5.2M +$1.47M +7,844 +41%
MAS
87
Madden Advisory Services
Florida
$5.18M +$153K +813 +3%
ECM
88
Exchange Capital Management
Michigan
$5.13M -$85.2K -454 -2%
PWM
89
Praetorian Wealth Management
California
$5.1M +$4.97M +26,463 New
TW
90
Transform Wealth
Colorado
$5.03M +$2.43M +12,965 +99%
TRCT
91
Tower Research Capital (TRC)
New York
$4.95M +$4.82M +25,675 New
EWM
92
Endurance Wealth Management
Rhode Island
$4.9M
DWM
93
Destination Wealth Management
California
$4.84M +$668K +3,559 +16%
AWM
94
AE Wealth Management
Kansas
$4.71M +$3.23M +17,200 +238%
AFS
95
Axiom Financial Strategies
Indiana
$4.69M +$995K +5,304 +28%
GMA
96
Goldstein Munger & Associates
California
$4.4M +$4.29M +22,838 New
TFS
97
TrustCore Financial Services
Tennessee
$4.34M -$2.8M -14,928 -40%
WMG
98
WESCAP Management Group
California
$4.34M -$146K -776 -3%
Citadel Advisors
99
Citadel Advisors
Florida
$4.33M +$4.22M +22,466 New
NFG
100
Next Financial Group
Texas
$4.26M -$83.9K -447 -2%

VHT Hedge Fund Activity: Q2 2020 in Review

600 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2020, worth a combined $3.66B — up 34% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VHT positions and 36 closed out — a net gain of 41 holders — while 220 added to existing stakes and 158 trimmed.

The largest buyer was Cabana LLC, opening a new position worth an estimated $99.2M. The largest seller was Osaic Holdings, cutting an estimated $223M.

  • 600 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2020, up from 563 in Q1 2020.
  • Funds reported $3.66B of Vanguard Health Care ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 77 funds opened new Vanguard Health Care ETF positions in Q2 2020 and 36 closed out, a net change of +41 holders.
  • The largest Vanguard Health Care ETF buyer in Q2 2020 was Cabana LLC, an estimated $99.2M added.
  • The largest Vanguard Health Care ETF seller in Q2 2020 was Osaic Holdings, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2020.