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Vanguard Health Care ETF

124 hedge funds and large institutions have $526M invested in Vanguard Health Care ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

70% more call options, than puts

Call options by funds: $838K | Put options by funds: $494K

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more capital invested

Capital invested by funds: $476M → $526M (+$50M)

9% more funds holding

Funds holding: 114124 (+10)

1.06% less ownership

Funds ownership: 28.52%27.46% (-1.1%)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
4.02%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
21
Increased
48
Reduced
32
Closed
11
Calls
$838K
Puts
$494K
Net Calls
+$344K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
Optimum Investment Advisors
Illinois
$130K +$128K +1,400 New
US Bancorp
102
US Bancorp
Minnesota
$122K +$65.5K +714 +119%
MFS
103
MSI Financial Services
Massachusetts
$119K +$7.53K +82 +7%
PWAG
104
Polaris Wealth Advisory Group
California
$96.9K +$27.5K +300 +41%
GT
105
Glenmede Trust
Pennsylvania
$89K +$51.4K +560 +140%
AC
106
Alexandria Capital
Virginia
$84K -$9.18K -100 -10%
1IC
107
1919 Investment Counsel
Maryland
$82K
NES
108
New England Securities
New York
$79K -$2.75K -30 -3%
PAS
109
Partnervest Advisory Services
California
$62K
PSUF
110
People's United Financial
Connecticut
$62K
LNB
111
Ledyard National Bank
$59K +$9.18K +100 +19%
Invesco
112
Invesco
Georgia
$52K +$23.2K +253 +84%
WA
113
WFG Advisors
Texas
$40K -$62.7K -683 -61%
WT
114
Whittier Trust
California
$30K
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.9K +$29.5M +321,005 New
PVH
116
Psagot Value Holdings
Israel
$29K
WCM
117
Wealthcare Capital Management
Virginia
$24K
BC
118
Bartlett & Co
Ohio
$20K +$19.7K +215 New
CFS
119
Community Financial System
New York
$19K
RIA
120
Regal Investment Advisors
Michigan
$19K
KTC
121
Kistler-Tiffany Companies
Pennsylvania
$15K
CFA
122
Carroll Financial Associates
North Carolina
$12K
MA
123
MCF Advisors
Kentucky
$10K +$8.26K +90 New
MAS
124
Madden Advisory Services
Florida
$6K
BFEC
125
Benjamin F. Edwards & Company
Missouri
$2K