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Vanguard Health Care ETF

229 hedge funds and large institutions have $1.28B invested in Vanguard Health Care ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 62

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% less funds holding

Funds holding: 230229 (-1)

2.74% less ownership

Funds ownership: 27.61%24.87% (-2.7%)

18% less capital invested

Capital invested by funds: $1.57B → $1.28B (-$288M)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3.33M

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
6.39%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.28%
New
26
Increased
97
Reduced
62
Closed
24
Calls
$2.49M
Puts
$3.33M
Net Calls
-$846K
Net Calls Change
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Shelton Capital Management
Colorado
$224K +$251K +1,830 New
DAS
177
Dynamic Advisor Solutions
Arizona
$222K +$248K +1,810 New
ICAS
178
Investors Capital Advisory Services
Massachusetts
$207K -$118K -860 -34%
TSWM
179
Triangle Securities Wealth Management
North Carolina
$206K +$137 +1 +0.1%
ECAM
180
East Coast Asset Management
Massachusetts
$205K
FAM
181
Fenimore Asset Management
New York
$205K +$229K +1,671 New
CLOS
182
Compagnie Lombard Odier SCmA
Switzerland
$203K
BCMIO
183
Beacon Capital Management Inc (Ohio)
Ohio
$198K -$109M -795,328 -100%
LWM
184
LBA Wealth Management
Florida
$191K
HNB
185
Huntington National Bank
Ohio
$178K
AA
186
Advisory Alpha
Michigan
$129K -$42.2K -308 -23%
KCPG
187
Kavar Capital Partners Group
Kansas
$129K
WEC
188
Winslow Evans & Crocker
Massachusetts
$127K +$13.7K +100 +11%
AIM
189
Advantage Investment Management
Iowa
$111K -$33.3K -243 -21%
PFG
190
Pacific Financial Group
Washington
$105K -$1.15M -8,420 -91%
KA
191
Klingman & Associates
New York
$102K
KTC
192
Kistler-Tiffany Companies
Pennsylvania
$96K
ASN
193
Advisory Services Network
Georgia
$95K -$50.1K -365 -32%
SCA
194
Strategic Capital Alternatives
United States
$91K +$22.5K +164 +28%
IWMPD
195
Integrated Wealth Management (Palm Desert)
California
$88K +$823 +6 +0.8%
EWM
196
Evercore Wealth Management
New York
$86K
WTC
197
WhitTier Trust Company
Nevada
$70K
MWP
198
MYCIO Wealth Partners
Pennsylvania
$69K +$3.43K +25 +5%
PSUF
199
People's United Financial
Connecticut
$64K
CFA
200
Carroll Financial Associates
North Carolina
$61K -$14.4K -105 -18%