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Vanguard Health Care ETF

476 hedge funds and large institutions have $2.52B invested in Vanguard Health Care ETF in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 112 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 53

60% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 112

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

7% more funds holding

Funds holding: 443476 (+33)

1.65% less ownership

Funds ownership: 32.39%30.75% (-1.6%)

11% less capital invested

Capital invested by funds: $2.84B → $2.52B (-$321M)

68% less call options, than puts

Call options by funds: $1.64M | Put options by funds: $5.06M

Holders
476
Holders Change
+33
Holders Change %
+7.45%
% of All Funds
10.61%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.56%
New
93
Increased
179
Reduced
112
Closed
53
Calls
$1.64M
Puts
$5.06M
Net Calls
-$3.42M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
201
Bragg Financial Advisors
North Carolina
$894K +$31.5K +186 +3%
MC
202
Matisse Capital
Oregon
$882K +$11K +65 +1%
EWA
203
Evolution Wealth Advisors
Florida
$820K +$865K +5,105 New
CFS
204
CRA Financial Services
New Jersey
$814K +$859K +5,068 New
SCA
205
Snowden Capital Advisors
New York
$813K +$73.9K +436 +9%
PA
206
PFG Advisors
Arizona
$810K +$562K +3,318 +235%
HSA
207
HBK Sorce Advisory
Pennsylvania
$795K +$1.52K +9 +0.2%
PPCM
208
Pillar Pacific Capital Management
California
$784K +$7.29K +43 +0.9%
AWM
209
AE Wealth Management
Kansas
$779K -$112K -661 -12%
ACM
210
Advisors Capital Management
New Jersey
$767K -$565K -3,335 -41%
SCM
211
SOL Capital Management
Maryland
$748K +$84.7K +500 +12%
SHWM
212
Smith & Howard Wealth Management
Georgia
$731K +$771K +4,549 New
AAM
213
Autus Asset Management
Arizona
$726K -$15.8K -93 -2%
PCM
214
Parsons Capital Management
Rhode Island
$704K +$59.3K +350 +9%
GT
215
Greenleaf Trust
Michigan
$699K
Allianz Asset Management
216
Allianz Asset Management
Germany
$688K -$1.72M -10,171 -70%
SB
217
Simmons Bank
Arkansas
$672K -$847 -5 -0.1%
SNBOSD
218
Security National Bank of So Dak
Iowa
$666K
CPA
219
Clear Perspective Advisors
Illinois
$650K
GI
220
Glovista Investments
New Jersey
$650K +$33.9K +200 +5%
AAS
221
Avantax Advisory Services
Texas
$644K +$681K +4,022 New
FT
222
Fiduciary Trust
Massachusetts
$633K -$83K -490 -11%
CAG
223
Csenge Advisory Group
Florida
$631K -$718K -4,239 -52%
DI
224
DAGCO Inc
Ohio
$624K +$658K +3,885 New
AA
225
Ancora Advisors
Ohio
$623K -$37.4K -221 -5%

VHT Hedge Fund Activity: Q4 2018 in Review

476 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q4 2018, worth a combined $2.52B — down 11% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VHT positions and 53 closed out — a net gain of 40 holders — while 179 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $76.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $198M.

  • 476 institutional investors held Vanguard Health Care ETF (VHT) as of Q4 2018, up from 443 in Q3 2018.
  • Funds reported $2.52B of Vanguard Health Care ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 93 funds opened new Vanguard Health Care ETF positions in Q4 2018 and 53 closed out, a net change of +40 holders.
  • The largest Vanguard Health Care ETF buyer in Q4 2018 was UBS Group, an estimated $76.1M added.
  • The largest Vanguard Health Care ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $198M sold.

Based on aggregated 13F filings for Q4 2018.