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Vanguard Health Care ETF

963 hedge funds and large institutions have $6.02B invested in Vanguard Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 304 increasing their positions, 353 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.58M | Put options by funds: $3.69M

78% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 64

6% more capital invested

Capital invested by funds: $5.68B → $6.02B (+$337M)

4% more funds holding

Funds holding: 927963 (+36)

1.24% more ownership

Funds ownership: 34.92%36.16% (+1.2%)

5% less funds holding in top 10

Funds holding in top 10: 4139 (-2)

14% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 353

Holders
963
Holders Change
+36
Holders Change %
+3.88%
% of All Funds
14.04%
Holding in Top 10
39
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.88%
% of All Funds
0.57%
New
114
Increased
304
Reduced
353
Closed
64
Calls
$9.58M
Puts
$3.69M
Net Calls
+$5.9M
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
101
CVA Family Office
Colorado
$7.31M +$3.08K +13 +0%
Citigroup
102
Citigroup
New York
$7.23M -$449K -1,894 -6%
BFG
103
Bleakley Financial Group
New Jersey
$7.17M -$1.74M -7,354 -20%
SS
104
Simplicity Solutions
Minnesota
$7.17M -$1.74M -7,354 -20%
CWM
105
Circle Wealth Management
New Jersey
$7.12M +$233K +982 +4%
SG
106
Sharper & Granite
California
$6.93M +$332K +1,401 +5%
AFS
107
Axiom Financial Strategies
Indiana
$6.88M +$4.74K +20 +0.1%
WLIM
108
White Lighthouse Investment Management
Massachusetts
$6.87M -$318K -1,344 -5%
ECM
109
Exchange Capital Management
Michigan
$6.86M +$378K +1,597 +6%
PFP
110
Paragon Financial Partners
California
$6.83M -$46.9K -198 -0.7%
PNC
111
Park National Corp
Ohio
$6.79M -$186K -784 -3%
SAM
112
SP Asset Management
California
$6.67M +$1.08M +4,559 +21%
AF
113
Apollon Financial
South Carolina
$6.66M +$6.29M +26,546 New
DADC
114
D.A. Davidson & Co
Montana
$6.56M -$3.81M -16,067 -38%
TCOO
115
Trust Company of Oklahoma
Oklahoma
$6.52M +$145K +612 +2%
WMR
116
Wealth Management Resources
Rhode Island
$6.14M +$5.8M +24,509 New
QWM
117
Quaker Wealth Management
New Jersey
$6.11M +$96.2K +406 +2%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$6.08M -$485K -2,049 -8%
MIS
119
Morningstar Investment Services
Illinois
$6.06M +$2.79M +11,792 +96%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$6.05M +$129K +544 +2%
Northern Trust
121
Northern Trust
Illinois
$6.02M +$255K +1,075 +5%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$6.02M +$3.39M +14,325 +148%
EWA
123
EP Wealth Advisors
California
$5.96M +$10.2K +43 +0.2%
BCI
124
Brinker Capital Investments
Pennsylvania
$5.95M -$1.38M -5,831 -20%
OPS
125
Orion Portfolio Solutions
Nebraska
$5.95M -$1.38M -5,831 -20%