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Vanguard Health Care ETF

286 hedge funds and large institutions have $1.51B invested in Vanguard Health Care ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 84 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

71% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $2M

12% more funds holding

Funds holding: 256286 (+30)

1.58% more ownership

Funds ownership: 26.09%27.67% (+1.6%)

3% more capital invested

Capital invested by funds: $1.47B → $1.51B (+$46.5M)

8% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 91

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
286
Holders Change
+30
Holders Change %
+11.72%
% of All Funds
7.15%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.23%
New
66
Increased
84
Reduced
91
Closed
32
Calls
$3.42M
Puts
$2M
Net Calls
+$1.42M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
201
Inspirion Wealth Advisors
Illinois
$255K -$31.9K -250 -11%
FWIA
202
Fort Washington Investment Advisors
Ohio
$255K +$257K +2,015 New
RJA
203
Robshaw & Julian Associates
New York
$253K +$15.3K +120 +6%
RWP
204
RWA Wealth Partners
Massachusetts
$251K +$253K +1,983 New
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$248K +$12.5K +98 +5%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$246K -$50.7K -397 -17%
OFS
207
Orrstown Financial Services
Pennsylvania
$244K
TBA
208
Train Babcock Advisors
New York
$241K
SCM
209
Shelton Capital Management
Colorado
$232K
BC
210
Burney Company
Virginia
$231K -$4.47K -35 -2%
CAM
211
Concorde Asset Management
Michigan
$227K -$42.8K -335 -16%
KTC
212
Kistler-Tiffany Companies
Pennsylvania
$225K +$22.2K +174 +11%
BAS
213
Brown Advisory Securities
Maryland
$222K +$30.6K +240 +16%
IAMOG
214
Investors Asset Management of Georgia
Georgia
$219K +$221K +1,728 New
WP
215
WMS Partners
Maryland
$218K +$13.8K +108 +7%
GIM
216
Goelzer Investment Management
Indiana
$218K +$219K +1,716 New
HCMT
217
Highland Capital Management (Tennessee)
Tennessee
$215K -$894 -7 -0.4%
BCM
218
Brookstone Capital Management
Illinois
$215K +$216K +1,693 New
V
219
Veritable
Delaware
$213K
HPC
220
HM Payson & Co
Maine
$213K +$214K +1,678 New
ECAM
221
East Coast Asset Management
Massachusetts
$212K
NFG
222
Nations Financial Group
Iowa
$211K +$511 +4 +0.2%
BTIS
223
BB&T Investment Services
North Carolina
$205K +$207K +1,619 New
MCM
224
Millie Capital Management
California
$203K -$204K -1,600 -50%
BIAS
225
Beacon Investment Advisory Services
New Jersey
$203K