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Vanguard Health Care ETF

739 hedge funds and large institutions have $4.39B invested in Vanguard Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

33% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 205

1% more funds holding

Funds holding: 731739 (+8)

4% more capital invested

Capital invested by funds: $4.21B → $4.39B (+$185M)

5% less call options, than puts

Call options by funds: $4.77M | Put options by funds: $5.02M

2.6% less ownership

Funds ownership: 31.15%28.55% (-2.6%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
739
Holders Change
+8
Holders Change %
+1.09%
% of All Funds
12.86%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
68
Increased
273
Reduced
205
Closed
49
Calls
$4.77M
Puts
$5.02M
Net Calls
-$243K
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$8.58M -$573K -2,398 -6%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$8.21M +$1.4M +5,860 +21%
FMN
78
Financial Management Network
California
$8.07M -$48K -201 -0.6%
BI
79
Ballast Inc
Kentucky
$7.99M +$352K +1,475 +5%
ACA
80
Atlas Capital Advisors
Wyoming
$7.9M +$1.72M +7,204 +29%
GMA
81
Goldstein Munger & Associates
California
$7.71M -$33.9K -142 -0.5%
FI
82
Financial Insights
Washington
$7.59M -$5.5K -23 -0.7%
CA
83
Cornerstone Advisory
Maryland
$7.56M -$717 -3 -0%
AIM
84
AMI Investment Management
Indiana
$7.3M +$50.2K +210 +0.7%
GB
85
Goepper Burkhardt
South Carolina
$7.26M +$34.7K +145 +0.5%
ECM
86
Exchange Capital Management
Michigan
$7.21M +$186K +780 +3%
TC
87
Tatro Capital
Kentucky
$6.93M -$202K -847 -3%
TCOO
88
Trust Company of Oklahoma
Oklahoma
$6.87M -$245K -1,027 -4%
HF
89
HRT Financial
New York
$6.81M +$4.51M +18,885 +218%
KOMWMG
90
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.78M +$890K +3,726 +16%
LGA
91
Lebenthal Global Advisors
New York
$6.75M +$2.73M +11,444 +72%
KWM
92
Keebeck Wealth Management
Illinois
$6.75M +$243K +1,017 +4%
GWM
93
Geneos Wealth Management
Colorado
$6.57M -$1.95M -8,175 -24%
CTC
94
Chai Trust Company
Illinois
$6.43M +$653K +2,732 +12%
RFM
95
Royal Fund Management
Florida
$6.42M +$582K +2,434 +10%
PP
96
Prudential plc
United Kingdom
$6.35M +$6.14M +25,700 New
PWM
97
Praetorian Wealth Management
California
$6.34M +$770K +3,222 +14%
EH
98
Equitable Holdings
New York
$6.28M +$410K +1,714 +7%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$6.27M +$600K +2,511 +11%
CC
100
Callan Capital
California
$6.16M +$357K +1,493 +6%