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Vanguard Health Care ETF

1,055 hedge funds and large institutions have $6.41B invested in Vanguard Health Care ETF in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 325 increasing their positions, 383 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $2.82M

51% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 86

3% more funds holding

Funds holding: 1,0281,055 (+27)

0.47% more ownership

Funds ownership: 34.86%35.33% (+0.47%)

1% less capital invested

Capital invested by funds: $6.47B → $6.41B (-$60.1M)

15% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 383

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

Holders
1,055
Holders Change
+27
Holders Change %
+2.63%
% of All Funds
13.9%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
130
Increased
325
Reduced
383
Closed
86
Calls
$9.46M
Puts
$2.82M
Net Calls
+$6.65M
Net Calls Change
-$362K
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
976
Oxford Financial Group
Indiana
$26.9K
TSMHT
977
Thurston Springer Miller Herd & Titak
Indiana
$26.9K +$18.9K +70 +194%
PP
978
PFS Partners
New Jersey
$26.1K -$6.74K -25 -20%
RWM
979
Rialto Wealth Management
New York
$26.1K +$27.8K +103 New
WWA
980
Wingate Wealth Advisors
Massachusetts
$25.9K +$27.5K +102 New
DMIC
981
Dixon Mitchell Investment Counsel
British Columbia, Canada
$25.4K
MLA
982
MB, Levis & Associates
Pennsylvania
$25.4K
BIG
983
Brooklyn Investment Group
New York
$25.4K +$26.9K +100 New
LC
984
Lavaca Capital
Texas
$25.4K +$26.9K +100 New
IF
985
Integrity Financial
Wyoming
$25K -$26.4K -98 -50%
CJ
986
Caitlin John
Michigan
$23.5K
BTD
987
BankPlus Trust Department
Mississippi
$23.1K +$24.5K +91 New
BL
988
BFSG LLC
California
$20.3K
DWA
989
Dougherty Wealth Advisers
Minnesota
$19K
TCM
990
Tradewinds Capital Management
Washington
$19K
BWAM
991
Boyd Watterson Asset Management
Ohio
$18.5K -$269 -1 -1%
RAM
992
Riggs Asset Management
Pennsylvania
$18K
KPP
993
Kings Path Partners
Texas
$16.7K
UCB
994
United Community Bank
South Carolina
$16.7K
CTB
995
Country Trust Bank
Illinois
$16.2K -$56.6K -210 -77%
EAM
996
Empirical Asset Management
Massachusetts
$15.6K
VHAM
997
Van Hulzen Asset Management
California
$15.4K +$16.4K +61 New
KHC
998
Koesten Hirschmann & Crabtree
Kansas
$15.2K
VFA
999
Values First Advisors
Tennessee
$15.2K +$16.2K +60 New
SWP
1000
SIMA Wealth Partners
Virginia
$15K

VHT Hedge Fund Activity: Q4 2024 in Review

1,055 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2024, worth a combined $6.41B — down 0.93% from $6.47B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VHT positions and 86 closed out — a net gain of 44 holders — while 325 added to existing stakes and 383 trimmed.

The largest buyer was Bank of America, adding an estimated $62.4M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $41.1M.

  • 1,055 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2024, up from 1,028 in Q3 2024.
  • Funds reported $6.41B of Vanguard Health Care ETF stock for Q4 2024, down 0.93% quarter-over-quarter.
  • 130 funds opened new Vanguard Health Care ETF positions in Q4 2024 and 86 closed out, a net change of +44 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2024 was Bank of America, an estimated $62.4M added.
  • The largest Vanguard Health Care ETF seller in Q4 2024 was Beacon Capital Management Inc (Ohio), an estimated $41.1M sold.

Based on aggregated 13F filings for Q4 2024.