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Vanguard Health Care ETF

928 hedge funds and large institutions have $5.68B invested in Vanguard Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 308 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $8.7M | Put options by funds: $3.29M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

1% more funds holding

Funds holding: 923928 (+5)

0% more capital invested

Capital invested by funds: $5.66B → $5.68B (+$24.2M)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 324

3.46% less ownership

Funds ownership: 38.38%34.92% (-3.5%)

Holders
928
Holders Change
+5
Holders Change %
+0.54%
% of All Funds
14.73%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.65%
New
59
Increased
308
Reduced
324
Closed
46
Calls
$8.7M
Puts
$3.29M
Net Calls
+$5.41M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$7.33M -$360K -1,475 -5%
Jane Street
102
Jane Street
New York
$7.24M +$3.15M +12,926 +72%
Citigroup
103
Citigroup
New York
$7.23M -$882K -3,619 -11%
PWM
104
Praetorian Wealth Management
California
$7.13M -$84.1K -345 -1%
BI
105
Ballast Inc
Kentucky
$6.92M +$1.62M +6,657 +29%
B
106
Bailard
California
$6.92M -$410K -1,683 -5%
CFO
107
CVA Family Office
Colorado
$6.85M +$151K +618 +2%
BCI
108
Brinker Capital Investments
Pennsylvania
$6.8M +$329K +1,351 +5%
OPS
109
Orion Portfolio Solutions
Nebraska
$6.8M +$329K +1,351 +5%
WLIM
110
White Lighthouse Investment Management
Massachusetts
$6.76M -$140K -576 -2%
PNC
111
Park National Corp
Ohio
$6.55M -$281K -1,152 -4%
PFP
112
Paragon Financial Partners
California
$6.45M +$80.4K +330 +1%
CWM
113
Circle Wealth Management
New Jersey
$6.45M +$29.3K +120 +0.4%
AFS
114
Axiom Financial Strategies
Indiana
$6.44M -$1.14M -4,686 -15%
TC
115
TAP Consulting
Missouri
$6.33M +$1.34M +5,480 +26%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$6.18M -$6.58K -27 -0.1%
SG
117
Sharper & Granite
California
$6.17M -$94.6K -388 -1%
ECM
118
Exchange Capital Management
Michigan
$6.05M +$13.9K +57 +0.2%
TCOO
119
Trust Company of Oklahoma
Oklahoma
$5.97M -$121K -495 -2%
AI
120
Atria Investments
North Carolina
$5.93M +$6.15M +25,227 New
SRC
121
Sage Rhino Capital
California
$5.93M -$454K -1,863 -7%
Brown Advisory
122
Brown Advisory
Maryland
$5.92M +$32.9K +135 +0.5%
TIAA Trust, National Association
123
TIAA Trust, National Association
North Carolina
$5.9M +$6.12M +25,108 New
BS
124
Banco Santander
Spain
$5.82M -$2.99M -12,253 -33%
CFP
125
Curran Financial Partners
South Carolina
$5.75M -$140K -576 -2%