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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
QWM
126
Quaker Wealth Management
New Jersey
$5.64M -$167K -684 -3%
EWA
127
EP Wealth Advisors
California
$5.58M -$769M -3,155,424 -99%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$5.55M +$5.36M +21,994 +1,374%
CAG
129
Compass Advisory Group
New York
$5.44M +$5.42M +22,217 +2,425%
Northern Trust
130
Northern Trust
Illinois
$5.39M +$12.4K +51 +0.2%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$5.2M +$5.4M +22,138 New
SAM
132
SP Asset Management
California
$5.18M +$3.5M +14,349 +187%
VWA
133
Visionary Wealth Advisors
Illinois
$5.12M -$1.67M -6,833 -24%
Kayne Anderson Rudnick Investment Management
134
Kayne Anderson Rudnick Investment Management
California
$5.05M -$187K -766 -3%
RL
135
Retireful LLC
Michigan
$5M +$2.92M +11,994 +129%
SWG
136
Summit Wealth Group
Vermont
$4.94M +$123K +505 +2%
FPB
137
First PREMIER Bank
South Dakota
$4.92M -$44.1K -181 -0.9%
HF
138
HRT Financial
New York
$4.85M -$5.19M -21,312 -51%
JIC
139
Johnson Investment Counsel
Ohio
$4.73M +$11.5K +47 +0.2%
AAS
140
Ameritas Advisory Services
Nebraska
$4.65M +$1.29M +5,291 +37%
SIAG
141
Safeguard Investment Advisory Group
California
$4.65M +$172K +706 +4%
Prudential Financial
142
Prudential Financial
New Jersey
$4.62M +$965K +3,958 +25%
FIS
143
Fischer Investment Strategies
California
$4.58M -$220K -902 -4%
WMG
144
WESCAP Management Group
California
$4.56M -$47.3K -194 -1%
SPIA
145
Steward Partners Investment Advisory
New York
$4.49M +$15.1K +62 +0.3%
WB
146
Webster Bank
Connecticut
$4.48M -$32.4K -133 -0.7%
GWM
147
Gray Wealth Management
Maine
$4.37M +$364K +1,492 +9%
FF
148
Financial Futures
New Jersey
$4.28M +$268K +1,101 +6%
TFCP
149
Twin Focus Capital Partners
Massachusetts
$4.21M -$116K -475 -3%
EH
150
Equitable Holdings
New York
$4.21M +$462K +1,895 +12%