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Vanguard Health Care ETF
VHT

994 hedge funds and large institutions have $6.05B invested in Vanguard Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $1.62M

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

0% more funds holding

Funds holding: 990 → 994 (+4)

0.87% less ownership

Funds ownership: 35.2% → 34.32% (-0.87%)

5% less capital invested

Capital invested by funds: $6.36B → $6.05B (-$311M)

13% less funds holding in top 10

Funds holding in top 10: 39 → 34 (-5)

20% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 345

Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
14.36%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.49%
New
80
Increased
276
Reduced
345
Closed
55
Calls
$8.8M
Puts
$1.62M
Net Calls
+$7.18M
Net Calls Change
-$1.04M

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
+$20.9M
2
BWA
Bordeaux Wealth Advisors
California
+$12.5M
3
SFC
Strategic Financial Concepts
Texas
+$10.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$10.5M
5
LPL Financial
LPL Financial
California
+$8.44M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$27.7M
2
BWM
Bulltick Wealth Management
Florida
-$16.3M
3
Ameriprise
Ameriprise
Minnesota
-$14.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$14.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
976
Camelot Portfolios
Ohio
$7.45K +$7.34K +28 New
RI
977
Ridgewood Investments
New Jersey
$7.18K +$7.08K +27 New
AAG
978
Accordant Advisory Group
Maryland
$6.65K – – –
QCG
979
Quadrant Capital Group
Ohio
$6.65K – – –
SIC
980
SJS Investment Consulting
Ohio
$6.65K – – –
VCM
981
Versant Capital Management
Arizona
$6.38K – – –
GI
982
Gradient Investments
Minnesota
$5.85K – – –
ZC
983
Zeit Capital
Colorado
$5.56K – – –
SVCP
984
Silicon Valley Capital Partners
California
$5.47K – – –
GTAM
985
Global Trust Asset Management
Florida
$4.95K – – –
NCM
986
Northwest Capital Management
Oregon
$4.26K – – –
LWCFA
987
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.03K – – –
SFCL
988
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
TWP
989
Triad Wealth Partners
Kansas
$2.93K +$2.88K +11 New
RTL
990
Red Tortoise LLC
Georgia
$2.7K – – –
BAM
991
Byrne Asset Management
New Jersey
$2.67K – – –
WBC
992
West Branch Capital
Massachusetts
$2.66K – – –
LI
993
Louisbourg Investments
New Brunswick, Canada
$1.86K +$1.83K +7 New
SRCM
994
Signature Resources Capital Management
California
$1.6K +$524 +2 +50%
RFA
995
Register Financial Advisors
Georgia
$1.06K – – –
AW
996
Avion Wealth
Texas
$1K – – –
SFC
997
Strategic Financial Concepts
Texas
$150 +$10.9M +41,418 New
BWM
998
Bulltick Wealth Management
Florida
– -$16.3M -60,111 Closed
GAA
999
Global Assets Advisory
Florida
– -$200K -53,636 Closed
HIC
1000
Hartline Investment Corp
Illinois
– -$3.68M -13,604 Closed
38 39
40
41 42