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Vanguard Health Care ETF

773 hedge funds and large institutions have $4.84B invested in Vanguard Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 278 increasing their positions, 181 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 26

54% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 181

10% more capital invested

Capital invested by funds: $4.39B → $4.84B (+$446M)

5% more funds holding

Funds holding: 739773 (+34)

1.73% more ownership

Funds ownership: 28.55%30.28% (+1.7%)

4% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $9.79M

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

Holders
773
Holders Change
+34
Holders Change %
+4.6%
% of All Funds
13.53%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
73
Increased
278
Reduced
181
Closed
26
Calls
$10.1M
Puts
$9.79M
Net Calls
+$347K
Net Calls Change
+$590K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
176
Trilogy Capital
California
$2.66M +$260K +1,015 +10%
William Blair & Company
177
William Blair & Company
Illinois
$2.62M +$322K +1,256 +13%
SPC
178
Sigma Planning Corp
Michigan
$2.6M -$89K -347 -3%
APP
179
Avantax Planning Partners
Iowa
$2.59M -$47.7K -186 -2%
APA
180
American Portfolios Advisors
New York
$2.58M +$1.28M +4,995 +92%
MSFS
181
Main Street Financial Solutions
Pennsylvania
$2.53M -$59.8K -233 -2%
BAM
182
Belpointe Asset Management
Nevada
$2.48M +$257K +1,001 +11%
AF
183
Allworth Financial
California
$2.46M +$2.39M +9,309 +1,413%
SW
184
SlateStone Wealth
Florida
$2.43M
RMAM
185
Raab & Moskowitz Asset Management
New Jersey
$2.4M -$68.5K -267 -3%
CHA
186
Carmichael Hill & Associates
Maryland
$2.37M +$15.4K +60 +0.6%
NSIM
187
North Star Investment Management
Illinois
$2.34M +$54.4K +212 +2%
AW
188
ACG Wealth
Georgia
$2.3M +$257K +1,000 +12%
DAS
189
Dynamic Advisor Solutions
Arizona
$2.29M +$315K +1,229 +15%
Prudential Financial
190
Prudential Financial
New Jersey
$2.28M +$146K +569 +7%
BRWA
191
B. Riley Wealth Advisors
Florida
$2.26M -$68K -265 -3%
PBF
192
Petix & Botte Financial
California
$2.25M +$1.29M +5,011 +122%
CAM
193
Cozad Asset Management
Illinois
$2.23M +$124K +485 +6%
FSA
194
Financial Services Advisory
Maryland
$2.2M -$185K -723 -7%
UCFA
195
United Capital Financial Advisors
Texas
$2.15M +$50.8K +198 +2%
MA
196
Mutual Advisors
Nebraska
$2.13M +$307K +1,195 +16%
COCM
197
Charter Oak Capital Management
New Hampshire
$2.09M +$21.8K +85 +1%
GLA
198
Good Life Advisors
Pennsylvania
$2.05M -$68.7K -268 -3%
OC
199
Oppenheimer & Co
New York
$1.98M +$50.5K +197 +3%
Deutsche Bank
200
Deutsche Bank
Germany
$1.96M

VHT Hedge Fund Activity: Q3 2021 in Review

773 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2021, worth a combined $4.84B — up 10% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VHT positions and 26 closed out — a net gain of 47 holders — while 278 added to existing stakes and 181 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $198M. The largest seller was Wellington Management Group, cutting an estimated $42M.

  • 773 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2021, up from 739 in Q2 2021.
  • Funds reported $4.84B of Vanguard Health Care ETF stock for Q3 2021, up 10% quarter-over-quarter.
  • 73 funds opened new Vanguard Health Care ETF positions in Q3 2021 and 26 closed out, a net change of +47 holders.
  • The largest Vanguard Health Care ETF buyer in Q3 2021 was Beacon Capital Management Inc (Ohio), an estimated $198M added.
  • The largest Vanguard Health Care ETF seller in Q3 2021 was Wellington Management Group, an estimated $42M sold.

Based on aggregated 13F filings for Q3 2021.