We are live on ! Find out more
VHT icon

Vanguard Health Care ETF

339 hedge funds and large institutions have $2.01B invested in Vanguard Health Care ETF in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

68% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 84

17% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.95M

7% more capital invested

Capital invested by funds: $1.88B → $2.01B (+$133M)

4% more funds holding

Funds holding: 326339 (+13)

0.06% less ownership

Funds ownership: 28.25%28.19% (-0.06%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
339
Holders Change
+13
Holders Change %
+3.99%
% of All Funds
8.45%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
38
Increased
141
Reduced
84
Closed
22
Calls
$2.28M
Puts
$1.95M
Net Calls
+$328K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$188M -$42.9M -287,690 -19%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$170M +$4.74M +31,780 +3%
Morgan Stanley
3
Morgan Stanley
New York
$155M +$2.2M +14,726 +1%
Bank of America
4
Bank of America
North Carolina
$146M +$6.07M +40,680 +4%
Wells Fargo
5
Wells Fargo
California
$88.9M +$11.1M +74,240 +15%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.7M +$18.2M +122,229 +31%
SCM
7
SCS Capital Management
Massachusetts
$70.8M +$10.7M +71,381 +18%
PAG
8
Pinnacle Advisory Group
Maryland
$65.2M -$826K -5,538 -1%
M&T Bank
9
M&T Bank
New York
$61M -$1.36M -9,119 -2%
EHC
10
Everett Harris & Co
California
$57.1M +$3.15M +21,138 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$43.7M -$2.91M -19,509 -6%
Ameriprise
12
Ameriprise
Minnesota
$43.3M +$8.45M +56,601 +25%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$33M -$3.41M -22,827 -10%
LPL Financial
14
LPL Financial
California
$32M -$567K -3,798 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$30.6M +$747K +5,004 +3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$27.4M +$1.79M +11,991 +7%
RCYC
17
Richard C. Young & Co
Rhode Island
$26.9M +$52.1K +349 +0.2%
DOA
18
D'Orazio & Associates
Virginia
$25.3M +$393K +2,631 +2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$23.9M +$1.65M +11,080 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$19.2M +$185K +1,242 +1%
RJA
21
Raymond James & Associates
Florida
$17.8M +$369K +2,471 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$17.4M +$4.74M +31,785 +38%
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$17M +$775K +5,194 +5%
MM
24
Main Management
California
$16.5M
Wellington Management Group
25
Wellington Management Group
Massachusetts
$15.9M -$6.39M -42,815 -29%