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Vanguard Health Care ETF

994 hedge funds and large institutions have $6.05B invested in Vanguard Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $8.8M | Put options by funds: $1.62M

45% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 55

0% more funds holding

Funds holding: 990994 (+4)

0.87% less ownership

Funds ownership: 35.2%34.32% (-0.87%)

5% less capital invested

Capital invested by funds: $6.36B → $6.05B (-$311M)

13% less funds holding in top 10

Funds holding in top 10: 3934 (-5)

20% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 345

Holders
994
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
14.36%
Holding in Top 10
34
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.82%
% of All Funds
0.49%
New
80
Increased
276
Reduced
345
Closed
55
Calls
$8.8M
Puts
$1.62M
Net Calls
+$7.18M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
SP Asset Management
California
$7.02M
AFS
102
Axiom Financial Strategies
Indiana
$6.99M +$29.1K +111 +0.4%
AF
103
Apollon Financial
South Carolina
$6.99M -$67.9K -259 -1%
Citadel Advisors
104
Citadel Advisors
Florida
$6.92M -$1.69M -6,456 -20%
TCOO
105
Trust Company of Oklahoma
Oklahoma
$6.9M -$6.55K -25 -0.1%
EWA
106
EP Wealth Advisors
California
$6.81M +$2.36K +9 +0%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$6.67M +$83.1K +317 +1%
B
108
Bailard
California
$6.65M -$660K -2,517 -9%
DADC
109
D.A. Davidson & Co
Montana
$6.61M +$26.5K +101 +0.4%
RFM
110
Royal Fund Management
Florida
$6.58M -$2.14M -8,175 -25%
SIAG
111
Safeguard Investment Advisory Group
California
$6.55M +$542K +2,068 +9%
GB
112
Goepper Burkhardt
South Carolina
$6.41M -$475K -1,813 -7%
BWG
113
Beta Wealth Group
California
$6.34M +$34.6K +132 +0.6%
SWG
114
Summit Wealth Group
Vermont
$6.3M +$173K +661 +3%
WMR
115
Wealth Management Resources
Rhode Island
$6.27M -$201K -766 -3%
Northern Trust
116
Northern Trust
Illinois
$6.23M +$41.7K +159 +0.7%
BCI
117
Brinker Capital Investments
Pennsylvania
$6.15M -$364K -1,387 -6%
OPS
118
Orion Portfolio Solutions
Nebraska
$6.15M -$364K -1,387 -6%
TC
119
TAP Consulting
Missouri
$6.14M +$487K +1,856 +9%
TIAA Trust, National Association
120
TIAA Trust, National Association
North Carolina
$6.03M -$276K -1,054 -4%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$6.02M +$337K +1,287 +6%
CWM
122
Circle Wealth Management
New Jersey
$5.93M -$1.34M -5,115 -19%
GWM
123
Gray Wealth Management
Maine
$5.88M +$214K +816 +4%
AAS
124
Ameritas Advisory Services
Nebraska
$5.88M +$68.9K +263 +1%
ASN
125
Advisory Services Network
Georgia
$5.88M +$1.98M +7,540 +52%