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Vanguard Health Care ETF

243 hedge funds and large institutions have $1.32B invested in Vanguard Health Care ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $987K

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1.19% less ownership

Funds ownership: 26.41%25.22% (-1.2%)

2% less funds holding

Funds holding: 249243 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

10% less capital invested

Capital invested by funds: $1.47B → $1.32B (-$152M)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
6.48%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
30
Increased
75
Reduced
86
Closed
30
Calls
$2.26M
Puts
$987K
Net Calls
+$1.27M
Net Calls Change
-$522K
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
201
Integrated Wealth Management (Palm Desert)
California
$114K +$243 +2 +0.2%
KA
202
Klingman & Associates
New York
$103K
LWM
203
Lenox Wealth Management
Ohio
$91K
EWM
204
Evercore Wealth Management
New York
$86K
AIM
205
Advantage Investment Management
Iowa
$71K -$486 -4 -0.7%
WTC
206
WhitTier Trust Company
Nevada
$70K
MWP
207
MYCIO Wealth Partners
Pennsylvania
$70K +$243 +2 +0.4%
PSUF
208
People's United Financial
Connecticut
$64K
AC
209
Alexandria Capital
Virginia
$62K
FHA
210
First Horizon Advisors
Tennessee
$59K
CFA
211
Carroll Financial Associates
North Carolina
$53K +$6.08K +50 +13%
VNA
212
Valley National Advisers
Pennsylvania
$52K
BCI
213
Brinker Capital Investments
Pennsylvania
$49K -$7.76M -63,816 -99%
FNBSF
214
First National Bank Sioux Falls
South Dakota
$44K
TDC
215
Thompson Davis & Co
Virginia
$44K +$243 +2 +0.6%
MA
216
MUFG Americas
New York
$43K
VCM
217
Vigilant Capital Management
Maine
$43K
Simplex Trading
218
Simplex Trading
Illinois
$42K +$41.5K +341 New
JWA
219
JFS Wealth Advisors
Pennsylvania
$41K
CHC
220
City Holding Co
West Virginia
$41K +$40.4K +332 New
WT
221
Whittier Trust
California
$39K
FANJ
222
Financial Architects (New Jersey)
New Jersey
$34K +$33.6K +276 New
SSB
223
Sandy Spring Bank
Maryland
$31K
BWP
224
Baldwin Wealth Partners
Massachusetts
$31K +$30.6K +252 New
PVH
225
Psagot Value Holdings
Israel
$26K