Vanguard Health Care ETF
563 hedge funds and large institutions have $2.75B invested in Vanguard Health Care ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 203 increasing their positions, 183 reducing their positions, and 65 closing their positions.
61% more funds holding in top 10
Funds holding in top 10: 18 → 29 (+11)
11% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 183
1.98% more ownership
Funds ownership: 30.01% → 31.99% (+2%)
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: 571 → 563 (-8)
8% less capital invested
Capital invested by funds: $2.99B → $2.75B (-$241M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$43.1M |
| 2 |
Morgan Stanley
New York
|
+$41.5M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$35.2M |
| 4 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$23.6M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$71.8M |
| 2 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
-$29.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$21.4M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$18.5M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.98M |
VHT Hedge Fund Activity: Q1 2020 in Review
563 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q1 2020, worth a combined $2.75B — down 8.1% from $2.99B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of VHT and 62 opened new positions — a net loss of 3 holders — while 183 trimmed existing stakes and 203 added.
The largest buyer was M&T Bank, opening a new position worth an estimated $43.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $71.8M.
- 563 institutional investors held Vanguard Health Care ETF (VHT) as of Q1 2020, down from 571 in Q4 2019.
- Funds reported $2.75B of Vanguard Health Care ETF stock for Q1 2020, down 8.1% quarter-over-quarter.
- 62 funds opened new Vanguard Health Care ETF positions in Q1 2020 and 65 closed out, a net change of -3 holders.
- The largest Vanguard Health Care ETF buyer in Q1 2020 was M&T Bank, an estimated $43.1M added.
- The largest Vanguard Health Care ETF seller in Q1 2020 was Beacon Capital Management Inc (Ohio), an estimated $71.8M sold.
Based on aggregated 13F filings for Q1 2020.