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Vanguard Health Care ETF

201 hedge funds and large institutions have $1.02B invested in Vanguard Health Care ETF in 2014 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 91 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 12

160% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 35

45% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $954K

25% more funds holding

Funds holding: 161201 (+40)

15% more capital invested

Capital invested by funds: $885M → $1.02B (+$135M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.72% less ownership

Funds ownership: 27.03%26.31% (-0.72%)

Holders
201
Holders Change
+40
Holders Change %
+24.84%
% of All Funds
5.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
55
Increased
91
Reduced
35
Closed
12
Calls
$1.38M
Puts
$954K
Net Calls
+$427K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
126
KCM Investment Advisors
California
$324K +$9.82K +80 +3%
FWSM
127
First Wilshire Securities Management
California
$317K +$310K +2,525 New
JPTCCM
128
J.P. Turner & Co Capital Management
Georgia
$312K +$304K +2,475 New
DP
129
Dearborn Partners
Illinois
$310K +$491 +4 +0.2%
BSW
130
Buckingham Strategic Wealth
Missouri
$310K +$303K +2,470 New
SCA
131
Samson Capital Advisors
New York
$308K +$301K +2,450 New
JMPWA
132
JP Morgan Private Wealth Advisors
California
$305K +$298K +2,426 New
LNB
133
Ledyard National Bank
$303K +$74.9K +610 +34%
ECAM
134
East Coast Asset Management
Massachusetts
$292K -$6.75K -55 -2%
TYCC
135
Texas Yale Capital Corp
Florida
$283K +$17.8K +145 +7%
VIA
136
Vantage Investment Advisors
Pennsylvania
$283K +$259K +2,108 +1,415%
PMG
137
ProVise Management Group
Florida
$272K
IWA
138
Inspirion Wealth Advisors
Illinois
$270K +$264K +2,153 New
AW
139
ACG Wealth
Georgia
$259K +$253K +2,064 New
DADC
140
D.A. Davidson & Co
Montana
$257K +$1.47K +12 +0.6%
BW
141
Bison Wealth
Georgia
$247K +$241K +1,965 New
FT
142
Fiduciary Trust
Massachusetts
$241K -$15.4K -125 -6%
SFI
143
SPC Financial Inc
Maryland
$228K
PWS
144
Peloton Wealth Strategists
Indiana
$227K +$222K +1,806 New
SWP
145
Stratos Wealth Partners
Ohio
$223K +$218K +1,778 New
BCM
146
Brookstone Capital Management
Illinois
$219K +$214K +1,745 New
KCPG
147
Kavar Capital Partners Group
Kansas
$215K +$210K +1,710 New
MBT
148
Montecito Bank & Trust
California
$214K +$209K +1,701 New
V
149
Veritable
Delaware
$212K +$208K +1,690 New
TSWM
150
Triangle Securities Wealth Management
North Carolina
$211K -$17.1K -139 -8%

VHT Hedge Fund Activity: Q4 2014 in Review

201 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2014, worth a combined $1.02B — up 15% from $885M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VHT positions and 12 closed out — a net gain of 43 holders — while 91 added to existing stakes and 35 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $42.3M. The largest seller was 1832 Asset Management, cutting an estimated $112M.

  • 201 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2014, up from 161 in Q3 2014.
  • Funds reported $1.02B of Vanguard Health Care ETF stock for Q4 2014, up 15% quarter-over-quarter.
  • 55 funds opened new Vanguard Health Care ETF positions in Q4 2014 and 12 closed out, a net change of +43 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $42.3M added.
  • The largest Vanguard Health Care ETF seller in Q4 2014 was 1832 Asset Management, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2014.