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Vanguard Health Care ETF

228 hedge funds and large institutions have $1.29B invested in Vanguard Health Care ETF in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

158% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 40

130% more call options, than puts

Call options by funds: $3.5M | Put options by funds: $1.52M

27% more capital invested

Capital invested by funds: $1.02B → $1.29B (+$274M)

13% more funds holding

Funds holding: 201228 (+27)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.14% less ownership

Funds ownership: 26.31%26.17% (-0.14%)

Holders
228
Holders Change
+27
Holders Change %
+13.43%
% of All Funds
6.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
43
Increased
103
Reduced
40
Closed
13
Calls
$3.5M
Puts
$1.52M
Net Calls
+$1.98M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$507K +$263K +1,998 +114%
GI
127
Glovista Investments
New Jersey
$504K +$8.96K +68 +2%
DWA
128
Douglass Winthrop Advisors
New York
$474K +$461K +3,500 New
SS
129
Simplicity Solutions
Minnesota
$466K +$233K +1,767 +106%
SCG
130
Sonata Capital Group
Washington
$463K +$450K +3,415 New
PCM
131
Parsons Capital Management
Rhode Island
$461K +$46.1K +350 +11%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$456K +$14.1K +107 +3%
FWSM
133
First Wilshire Securities Management
California
$444K +$98.8K +750 +30%
AAM
134
Autus Asset Management
Arizona
$440K +$55.3K +420 +15%
MCM
135
Millie Capital Management
California
$434K -$145K -1,100 -26%
AW
136
ACG Wealth
Georgia
$415K +$131K +998 +48%
LIM
137
Leavell Investment Management
Alabama
$396K
DOA
138
D'Orazio & Associates
Virginia
$394K +$383K +2,905 New
M&T Bank
139
M&T Bank
New York
$388K +$17.3K +131 +5%
DP
140
Dearborn Partners
Illinois
$339K +$4.61K +35 +1%
ALA
141
Atherton Lane Advisers
California
$339K +$329K +2,500 New
BSW
142
Buckingham Strategic Wealth
Missouri
$335K
SCA
143
Samson Capital Advisors
New York
$332K
KIA
144
KCM Investment Advisors
California
$329K -$19.8K -150 -6%
PMG
145
ProVise Management Group
Florida
$314K +$19.8K +150 +7%
JPTCCM
146
J.P. Turner & Co Capital Management
Georgia
$310K -$25.7K -195 -8%
BW
147
Bison Wealth
Georgia
$310K +$42.7K +324 +16%
SWP
148
Stratos Wealth Partners
Ohio
$309K +$67K +509 +29%
TYCC
149
Texas Yale Capital Corp
Florida
$306K
HCMT
150
Highland Capital Management (Tennessee)
Tennessee
$302K -$4.34M -32,923 -94%