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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
UBS Group
1
UBS Group
Switzerland
$264M +$12.6M +69,065 +5%
Morgan Stanley
2
Morgan Stanley
New York
$259M +$41.5M +226,963 +17%
Bank of America
3
Bank of America
North Carolina
$180M +$14.7M +80,597 +8%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$129M +$35.2M +192,859 +33%
Wells Fargo
5
Wells Fargo
California
$117M +$10.8M +58,907 +9%
EHC
6
Everett Harris & Co
California
$115M +$15.1M +82,657 +14%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$84.3M -$71.8M -392,899 -44%
LPL Financial
8
LPL Financial
California
$64.9M -$5.65M -30,914 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$59.7M -$2.66M -14,587 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$58.8M -$6.26M -34,266 -9%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$58.3M -$2.56M -14,030 -4%
Ameriprise
12
Ameriprise
Minnesota
$54.4M -$951K -5,208 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$48.7M +$290M +1,588,610 New
Truist Financial
14
Truist Financial
North Carolina
$40M +$17.9M +97,784 +68%
M&T Bank
15
M&T Bank
New York
$39.2M +$43.1M +236,051 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$36.3M +$1.02M +5,573 +3%
MIM
17
Morningstar Investment Management
Illinois
$36.2M +$4.17M +22,826 +12%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$33.2M +$4.13M +22,633 +13%
Stifel Financial
19
Stifel Financial
Missouri
$29.4M +$3.62M +19,808 +13%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$28.8M +$1.98M +10,843 +7%
MAM
21
Madison Asset Management
Wisconsin
$28.4M +$1.45M +7,960 +5%
PAG
22
Pinnacle Advisory Group
Maryland
$26.8M -$1.18M -6,469 -4%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$24.5M -$21.4M -116,894 -44%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$24.2M +$5.34M +29,231 +25%
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$22.3M -$1.56M -8,540 -6%