We are live on ! Find out more
VHT icon

Vanguard Health Care ETF

228 hedge funds and large institutions have $1.29B invested in Vanguard Health Care ETF in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

158% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 40

130% more call options, than puts

Call options by funds: $3.5M | Put options by funds: $1.52M

27% more capital invested

Capital invested by funds: $1.02B → $1.29B (+$274M)

13% more funds holding

Funds holding: 201228 (+27)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.14% less ownership

Funds ownership: 26.31%26.17% (-0.14%)

Holders
228
Holders Change
+27
Holders Change %
+13.43%
% of All Funds
6.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
43
Increased
103
Reduced
40
Closed
13
Calls
$3.5M
Puts
$1.52M
Net Calls
+$1.98M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$142M +$8.23M +62,488 +6%
UBS Group
2
UBS Group
Switzerland
$113M +$4.55M +34,516 +4%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$88M +$17M +129,209 +25%
Wells Fargo
4
Wells Fargo
California
$86.3M +$9.25M +70,236 +12%
Bank of America
5
Bank of America
North Carolina
$76M +$9.1M +69,086 +14%
EHC
6
Everett Harris & Co
California
$65.5M +$18.5M +140,344 +41%
PAG
7
Pinnacle Advisory Group
Maryland
$53.6M -$870K -6,607 -2%
JCM
8
Janney Capital Management
Pennsylvania
$51M +$40.6M +307,948 +449%
LPL Financial
9
LPL Financial
California
$31M +$4.29M +32,533 +16%
RCYC
10
Richard C. Young & Co
Rhode Island
$27.5M -$287K -2,179 -1%
SPIA
11
Strategic Point Investment Advisors
Rhode Island
$22.3M +$32.3K +245 +0.1%
JG
12
Jefferies Group
New York
$20.3M +$19.8M +150,000 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$19.8M +$4.24M +32,210 +28%
MM
14
Main Management
California
$17.8M -$6.59K -50 -0%
Citigroup
15
Citigroup
New York
$17.4M +$835K +6,339 +5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$17M -$2.75M -20,857 -14%
SMM
17
Stadion Money Management
Georgia
$14.7M +$783K +5,947 +6%
SIA
18
Spruce Investment Advisors
Connecticut
$13.7M +$462K +3,507 +4%
MIH
19
Madison Investment Holdings
Wisconsin
$13.6M +$366K +2,779 +3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$13.4M +$3.12M +23,678 +32%
Jane Street
21
Jane Street
New York
$12.7M +$10.8M +82,171 +708%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$12.6M +$1.44M +10,968 +13%
BCI
23
Brinker Capital Investments
Pennsylvania
$12.4M -$3.78M -28,676 -24%
WAS
24
Winch Advisory Services
Wisconsin
$11.9M +$2.93M +22,272 +34%
Ameriprise
25
Ameriprise
Minnesota
$11.3M +$1.72M +13,083 +19%