Vanguard Health Care ETF
731 hedge funds and large institutions have $4.2B invested in Vanguard Health Care ETF in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 255 increasing their positions, 204 reducing their positions, and 52 closing their positions.
60% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 52
54% more call options, than puts
Call options by funds: $5M | Put options by funds: $3.25M
25% more repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 204
4% more funds holding
Funds holding: 706 → 731 (+25)
1% more capital invested
Capital invested by funds: $4.14B → $4.2B (+$62M)
0% more funds holding in top 10
Funds holding in top 10: 29 → 29 (0)
1.1% less ownership
Funds ownership: 31.4% → 30.3% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$45.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.2M |
| 3 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$11.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$11.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$45.7M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$21M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$19.2M |
| 4 |
Morgan Stanley
New York
|
-$13.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.6M |
VHT Hedge Fund Activity: Q1 2021 in Review
731 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q1 2021, worth a combined $4.2B — up 1.5% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new VHT positions and 52 closed out — a net gain of 31 holders — while 255 added to existing stakes and 204 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $45.4M. The largest seller was Wellington Management Group, cutting an estimated $45.7M.
- 731 institutional investors held Vanguard Health Care ETF (VHT) as of Q1 2021, up from 706 in Q4 2020.
- Funds reported $4.2B of Vanguard Health Care ETF stock for Q1 2021, up 1.5% quarter-over-quarter.
- 83 funds opened new Vanguard Health Care ETF positions in Q1 2021 and 52 closed out, a net change of +31 holders.
- The largest Vanguard Health Care ETF buyer in Q1 2021 was Migdal Insurance & Financial Holdings, an estimated $45.4M added.
- The largest Vanguard Health Care ETF seller in Q1 2021 was Wellington Management Group, an estimated $45.7M sold.
Based on aggregated 13F filings for Q1 2021.