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Vanguard Health Care ETF

563 hedge funds and large institutions have $2.73B invested in Vanguard Health Care ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more funds holding in top 10

Funds holding in top 10: 1829 (+11)

12% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 182

1.78% more ownership

Funds ownership: 32.73%34.5% (+1.8%)

1% less call options, than puts

Call options by funds: $5.81M | Put options by funds: $5.9M

5% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 65

1% less funds holding

Funds holding: 571563 (-8)

9% less capital invested

Capital invested by funds: $3B → $2.73B (-$262M)

Holders
563
Holders Change
-8
Holders Change %
-1.4%
% of All Funds
12.41%
Holding in Top 10
29
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+61.11%
% of All Funds
0.64%
New
62
Increased
204
Reduced
182
Closed
65
Calls
$5.81M
Puts
$5.9M
Net Calls
-$83K
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Bellevue Asset Management
Washington
$1.04M -$118K -647 -11%
SFA
202
Sequoia Financial Advisors
Ohio
$1.04M +$18.6K +102 +2%
JPLA
203
Joseph P. Lucia & Associates
New York
$1.03M -$183K -1,004 -14%
OC
204
Oppenheimer & Co
New York
$1.03M +$87K +476 +8%
CWP
205
Capital Wealth Planning
Florida
$1.03M +$1.13M +6,185 New
AFP
206
Ausdal Financial Partners
Iowa
$987K +$405K +2,216 +73%
JFA
207
Johanson Financial Advisors
California
$985K -$258M -1,413,840 -100%
NG
208
Northstar Group
New York
$981K +$183 +1 +0%
SEIA
209
Signature Estate & Investment Advisors
California
$954K +$1.05M +5,746 New
FCFC
210
First Commonwealth Financial Corp
Pennsylvania
$940K
William Blair & Company
211
William Blair & Company
Illinois
$930K +$115K +631 +13%
DI
212
DAGCO Inc
Ohio
$921K +$68.5K +375 +7%
BFA
213
Bragg Financial Advisors
North Carolina
$919K -$84K -460 -8%
MA
214
Mutual Advisors
Nebraska
$910K -$2.92K -16 -0.3%
PWP
215
Personal Wealth Partners
Minnesota
$902K -$308K -1,684 -24%
PPCM
216
Pillar Pacific Capital Management
California
$901K +$18.6K +102 +2%
AAM
217
Autus Asset Management
Arizona
$895K -$75.5K -413 -7%
RCYC
218
Richard C. Young & Co
Rhode Island
$880K +$303K +1,660 +46%
ISL
219
Ingalls & Snyder LLC
New York
$878K +$966K +5,288 New
LJAC
220
L.J. Altfest & Co
New York
$877K -$94.3K -516 -9%
CFS
221
CRA Financial Services
New Jersey
$869K -$12.4K -68 -1%
LWM
222
Loveless Wealth Management
Montana
$853K -$54.8K -300 -6%
AMCA
223
Arthur M. Cohen & Associates
Illinois
$838K
WKWM
224
Walter & Keenan Wealth Management
Indiana
$838K +$959K +5,251 New
WP
225
WMS Partners
Maryland
$818K -$58.5K -320 -6%