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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
DWM
151
Destination Wealth Management
California
$4.2M -$148K -609 -3%
HI
152
Harbour Investments
Wisconsin
$4.2M +$102K +417 +2%
KWM
153
Keebeck Wealth Management
Illinois
$4.19M -$130K -532 -3%
CS
154
Comerica Securities
Michigan
$4.16M -$8.45M -34,675 -66%
William Blair & Company
155
William Blair & Company
Illinois
$3.97M +$213K +873 +5%
BFG
156
Baron Financial Group
New Jersey
$3.87M -$24.9K -102 -0.6%
TPWA
157
TRUE Private Wealth Advisors
Oregon
$3.86M -$294K -1,208 -7%
CCA
158
Cora Capital Advisors
New Jersey
$3.85M -$402K -1,648 -9%
HTI
159
Hikari Tsushin Inc
Japan
$3.84M
Charles Schwab
160
Charles Schwab
California
$3.79M +$3.93M +16,125 New
MWA
161
Moser Wealth Advisors
Washington
$3.79M +$67K +275 +2%
MECA
162
Miller Equity Capital Advisors
Texas
$3.76M
CAL
163
Capital Analysts LLC
Pennsylvania
$3.68M -$1.17M -4,783 -23%
MAS
164
Madden Advisory Services
Florida
$3.64M +$962K +3,945 +34%
GA
165
Greytown Advisors
Florida
$3.55M +$143K +588 +4%
AIM
166
Anchor Investment Management
South Carolina
$3.53M -$53.4K -219 -1%
WCM
167
Windham Capital Management
Massachusetts
$3.51M +$111K +455 +3%
US Bancorp
168
US Bancorp
Minnesota
$3.5M +$1.36M +5,565 +60%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$3.48M +$237K +972 +7%
LGA
170
Lebenthal Global Advisors
New York
$3.47M -$4.4M -18,051 -55%
P
171
Pariax
California
$3.46M -$169K -694 -5%
SFA
172
Sequoia Financial Advisors
Ohio
$3.45M -$278K -1,141 -7%
BRWA
173
B. Riley Wealth Advisors
Florida
$3.37M +$195K +798 +6%
TFA
174
Tranquilli Financial Advisor
New Jersey
$3.35M +$3.47M +14,246 New
WWA
175
WCG Wealth Advisors
Nevada
$3.32M +$3.43M +14,062 New