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Vanguard Health Care ETF

600 hedge funds and large institutions have $3.66B invested in Vanguard Health Care ETF in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 158

34% more capital invested

Capital invested by funds: $2.73B → $3.66B (+$926M)

25% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $4.8M

7% more funds holding

Funds holding: 563600 (+37)

0.86% less ownership

Funds ownership: 34.5%33.64% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
600
Holders Change
+37
Holders Change %
+6.57%
% of All Funds
12.3%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.57%
New
77
Increased
220
Reduced
158
Closed
36
Calls
$6.01M
Puts
$4.8M
Net Calls
+$1.21M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$4.22M +$1.05M +5,615 +34%
ASN
102
Advisory Services Network
Georgia
$4.21M +$95.7K +510 +2%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$4.2M +$399K +2,127 +11%
5L
104
55I LLC
Massachusetts
$4.14M -$342K -1,821 -8%
FAAS
105
First Allied Advisory Services
California
$4.12M +$573K +3,056 +17%
TAIM
106
TD Ameritrade Investment Management
Nebraska
$4.12M -$1.08M -5,773 -21%
SFS
107
Sowell Financial Services
Arkansas
$4.02M +$1.92M +10,245 +97%
SW
108
SVB Wealth
Massachusetts
$3.97M +$82.6K +440 +2%
US Bancorp
109
US Bancorp
Minnesota
$3.97M +$118K +627 +3%
Brown Advisory
110
Brown Advisory
Maryland
$3.87M -$30K -160 -0.8%
NFG
111
NewFocus Financial Group
Washington
$3.84M -$68.3K -364 -2%
AWM
112
Aevitas Wealth Management
Massachusetts
$3.83M +$110K +584 +3%
JIC
113
Johnson Investment Counsel
Ohio
$3.77M +$63.2K +337 +2%
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$3.71M +$667K +3,557 +23%
SRC
115
Sage Rhino Capital
California
$3.7M +$239K +1,275 +7%
SPIA
116
Steward Partners Investment Advisory
New York
$3.67M -$143K -762 -4%
SAS
117
Stelac Advisory Services
New York
$3.63M +$896K +4,775 +34%
FSA
118
Financial Services Advisory
Maryland
$3.44M -$124K -662 -4%
OIA
119
OneDigital Investment Advisors
Kansas
$3.43M -$94.4K -503 -3%
IWM
120
IHT Wealth Management
Illinois
$3.41M -$240K -1,277 -7%
SS
121
Simplicity Solutions
Minnesota
$3.39M +$3.04M +16,215 +1,173%
FPB
122
First PREMIER Bank
South Dakota
$3.38M +$129K +687 +4%
CWM
123
Circle Wealth Management
New Jersey
$3.37M +$37.9K +202 +1%
AIM
124
AMI Investment Management
Indiana
$3.33M +$3.25M +17,296 New
WI
125
Wintrust Investments
Illinois
$3.28M +$9.95K +53 +0.3%

VHT Hedge Fund Activity: Q2 2020 in Review

600 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2020, worth a combined $3.66B — up 34% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VHT positions and 36 closed out — a net gain of 41 holders — while 220 added to existing stakes and 158 trimmed.

The largest buyer was Cabana LLC, opening a new position worth an estimated $99.2M. The largest seller was Osaic Holdings, cutting an estimated $223M.

  • 600 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2020, up from 563 in Q1 2020.
  • Funds reported $3.66B of Vanguard Health Care ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 77 funds opened new Vanguard Health Care ETF positions in Q2 2020 and 36 closed out, a net change of +41 holders.
  • The largest Vanguard Health Care ETF buyer in Q2 2020 was Cabana LLC, an estimated $99.2M added.
  • The largest Vanguard Health Care ETF seller in Q2 2020 was Osaic Holdings, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2020.