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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
TIAA Trust, National Association
126
TIAA Trust, National Association
North Carolina
$5.92M -$352K -1,485 -6%
CFP
127
Curran Financial Partners
South Carolina
$5.89M -$305K -1,286 -5%
Brown Advisory
128
Brown Advisory
Maryland
$5.84M -$443K -1,872 -7%
BCMIO
129
Beacon Capital Management Inc (Ohio)
Ohio
$5.83M -$152M -642,013 -97%
SRC
130
Sage Rhino Capital
California
$5.79M -$502K -2,118 -8%
SWG
131
Summit Wealth Group
Vermont
$5.6M +$309K +1,303 +6%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$5.4M +$1.7M +7,185 +50%
SGI
133
Summit Global Investments
Utah
$5.39M +$5.09M +21,494 New
Kayne Anderson Rudnick Investment Management
134
Kayne Anderson Rudnick Investment Management
California
$5.24M -$142K -601 -3%
SIAG
135
Safeguard Investment Advisory Group
California
$5.16M +$185K +780 +4%
Jane Street
136
Jane Street
New York
$5.12M -$2.46M -10,378 -34%
FPB
137
First PREMIER Bank
South Dakota
$5.07M -$173K -729 -3%
GWM
138
Gray Wealth Management
Maine
$5.07M +$380K +1,604 +9%
JIC
139
Johnson Investment Counsel
Ohio
$5.02M -$31.3K -132 -0.7%
MAS
140
Madden Advisory Services
Florida
$4.97M +$1.03M +4,343 +28%
VWA
141
Visionary Wealth Advisors
Illinois
$4.93M -$501K -2,115 -10%
CA
142
Clearstead Advisors
Ohio
$4.84M -$4.63M -19,569 -50%
TC
143
TAP Consulting
Missouri
$4.77M -$1.87M -7,876 -29%
EH
144
Equitable Holdings
New York
$4.69M +$189K +799 +4%
WMG
145
WESCAP Management Group
California
$4.68M -$169K -712 -4%
SPIA
146
Steward Partners Investment Advisory
New York
$4.66M -$121K -513 -3%
WB
147
Webster Bank
Connecticut
$4.65M -$117K -495 -3%
FF
148
Financial Futures
New Jersey
$4.64M +$78.9K +333 +2%
HI
149
Harbour Investments
Wisconsin
$4.58M +$103K +434 +2%
Prudential Financial
150
Prudential Financial
New Jersey
$4.56M -$352K -1,488 -8%