We are live on ! Find out more
VHT icon

Vanguard Health Care ETF

476 hedge funds and large institutions have $2.52B invested in Vanguard Health Care ETF in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 112 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 53

60% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 112

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 443476 (+33)

1.65% less ownership

Funds ownership: 32.39%30.75% (-1.6%)

11% less capital invested

Capital invested by funds: $2.84B → $2.52B (-$321M)

68% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $5.06M

Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
10.61%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.56%
New
93
Increased
179
Reduced
112
Closed
53
Calls
$1.64M
Puts
$5.06M
Net Calls
-$3.42M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
101
L.J. Altfest & Co
New York
$2.72M +$1.07M +6,338 +60%
Nomura Asset Management
102
Nomura Asset Management
Japan
$2.72M +$20.3K +120 +0.7%
FSC
103
Full Sail Capital
Oklahoma
$2.71M +$2.86M +16,885 New
PFA
104
Pinnacle Family Advisors
Missouri
$2.7M -$2.9M -17,140 -50%
DAS
105
Dynamic Advisor Solutions
Arizona
$2.7M +$2.74M +16,172 New
DY
106
Dowling & Yahnke
California
$2.69M +$384K +2,269 +18%
RIG
107
Roosevelt Investment Group
New York
$2.62M +$144K +847 +5%
Kayne Anderson Rudnick Investment Management
108
Kayne Anderson Rudnick Investment Management
California
$2.6M -$13.4K -79 -0.5%
US Bancorp
109
US Bancorp
Minnesota
$2.59M +$148K +872 +6%
FMBTD
110
First Midwest Bank Trust Division
Illinois
$2.58M +$14.1K +83 +0.5%
CS
111
Credit Suisse
Switzerland
$2.57M +$2.71M +15,982 New
IWM
112
IHT Wealth Management
Illinois
$2.49M +$402K +2,374 +18%
SIA
113
Starfire Investment Advisers
Michigan
$2.46M -$797K -4,707 -23%
Vanguard Group
114
Vanguard Group
Pennsylvania
$2.46M +$20.7K +122 +0.8%
MWM
115
Meridian Wealth Management
Kentucky
$2.43M +$2.57M +15,146 New
BF
116
BOK Financial
Oklahoma
$2.42M +$423K +2,499 +20%
RWP
117
RWA Wealth Partners
Massachusetts
$2.38M +$2.15M +12,688 +586%
PFA
118
Paradigm Financial Advisors
Missouri
$2.36M -$38.8K -229 -2%
WI
119
Wintrust Investments
Illinois
$2.35M +$21.5K +127 +0.9%
ADL
120
Asset Dedication LLC
California
$2.31M -$22.7K -134 -0.9%
Mariner
121
Mariner
Kansas
$2.3M +$332K +1,961 +16%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.3M +$978K +5,774 +68%
RMAM
123
Raab & Moskowitz Asset Management
New Jersey
$2.29M +$14.6K +86 +0.6%
NAMP
124
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.29M
IFWM
125
Institute for Wealth Management
Colorado
$2.27M +$2.39M +14,127 New

VHT Hedge Fund Activity: Q4 2018 in Review

476 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2018, worth a combined $2.52B — down 11% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VHT positions and 53 closed out — a net gain of 40 holders — while 179 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $76.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $198M.

  • 476 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2018, up from 443 in Q3 2018.
  • Funds reported $2.52B of Vanguard Health Care ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 93 funds opened new Vanguard Health Care ETF positions in Q4 2018 and 53 closed out, a net change of +40 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2018 was UBS Group, an estimated $76.1M added.
  • The largest Vanguard Health Care ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $198M sold.

Based on aggregated 13F filings for Q4 2018.