We are live on ! Find out more
VHT icon

Vanguard Health Care ETF

600 hedge funds and large institutions have $3.66B invested in Vanguard Health Care ETF in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 220 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

39% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 158

34% more capital invested

Capital invested by funds: $2.73B → $3.66B (+$926M)

25% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $4.8M

7% more funds holding

Funds holding: 563600 (+37)

0.86% less ownership

Funds ownership: 34.5%33.64% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
600
Holders Change
+37
Holders Change %
+6.57%
% of All Funds
12.3%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.57%
New
77
Increased
220
Reduced
158
Closed
36
Calls
$6.01M
Puts
$4.8M
Net Calls
+$1.21M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$318M +$11.7M +62,576 +4%
Morgan Stanley
2
Morgan Stanley
New York
$289M -$10.8M -57,423 -4%
Bank of America
3
Bank of America
North Carolina
$218M +$9.16M +48,839 +5%
Wells Fargo
4
Wells Fargo
California
$152M +$16.4M +87,165 +12%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$138M +$39M +208,031 +41%
EHC
6
Everett Harris & Co
California
$135M +$1.52M +8,110 +1%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124M -$22.9M -122,082 -16%
CL
8
Cabana LLC
Arkansas
$102M +$99.2M +528,624 New
Ameriprise
9
Ameriprise
Minnesota
$94.3M +$28.2M +150,136 +45%
FIA
10
Foundations Investment Advisors
Arizona
$87.9M +$84.3M +449,483 New
LPL Financial
11
LPL Financial
California
$82.5M +$7.08M +37,717 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$80.8M +$11.2M +59,680 +17%
Osaic Holdings
13
Osaic Holdings
Arizona
$76.8M -$223M -1,190,212 -75%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$75.5M +$7.08M +37,728 +11%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$62.3M -$5.11M -27,211 -8%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$51M +$22M +117,084 +79%
Truist Financial
17
Truist Financial
North Carolina
$44.2M -$2.1M -11,181 -5%
M&T Bank
18
M&T Bank
New York
$42.9M -$2.49M -13,266 -6%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$42.3M +$210K +1,118 +0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$40.4M +$1.78M +9,476 +5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$39M +$5.36M +28,579 +16%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$38.7M +$10.4M +55,179 +38%
MIM
23
Morningstar Investment Management
Illinois
$37M -$4.9M -26,129 -12%
PCIG
24
Partners Capital Investment Group
Massachusetts
$36.8M +$20.8M +110,950 +138%
Stifel Financial
25
Stifel Financial
Missouri
$33.8M -$383K -2,043 -1%

VHT Hedge Fund Activity: Q2 2020 in Review

600 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2020, worth a combined $3.66B — up 34% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VHT positions and 36 closed out — a net gain of 41 holders — while 220 added to existing stakes and 158 trimmed.

The largest buyer was Cabana LLC, opening a new position worth an estimated $99.2M. The largest seller was Osaic Holdings, cutting an estimated $223M.

  • 600 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2020, up from 563 in Q1 2020.
  • Funds reported $3.66B of Vanguard Health Care ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 77 funds opened new Vanguard Health Care ETF positions in Q2 2020 and 36 closed out, a net change of +41 holders.
  • The largest Vanguard Health Care ETF buyer in Q2 2020 was Cabana LLC, an estimated $99.2M added.
  • The largest Vanguard Health Care ETF seller in Q2 2020 was Osaic Holdings, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2020.