Vanguard Health Care ETF
739 hedge funds and large institutions have $4.38B invested in Vanguard Health Care ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 272 increasing their positions, 204 reducing their positions, and 49 closing their positions.
39% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 49
33% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 204
1% more funds holding
Funds holding: 731 → 739 (+8)
4% more capital invested
Capital invested by funds: $4.2B → $4.38B (+$179M)
5% less call options, than puts
Call options by funds: $4.77M | Put options by funds: $5.02M
1.77% less ownership
Funds ownership: 30.3% → 28.53% (-1.8%)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$41.5M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$10.9M |
| 3 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
+$9.25M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.33M |
| 5 |
Morgan Stanley
New York
|
+$7.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$173M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$43.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$17.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$17.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$12M |
VHT Hedge Fund Activity: Q2 2021 in Review
739 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2021, worth a combined $4.38B — up 4.3% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new VHT positions and 49 closed out — a net gain of 19 holders — while 272 added to existing stakes and 204 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $41.5M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $173M.
- 739 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2021, up from 731 in Q1 2021.
- Funds reported $4.38B of Vanguard Health Care ETF stock for Q2 2021, up 4.3% quarter-over-quarter.
- 68 funds opened new Vanguard Health Care ETF positions in Q2 2021 and 49 closed out, a net change of +19 holders.
- The largest Vanguard Health Care ETF buyer in Q2 2021 was Wellington Management Group, an estimated $41.5M added.
- The largest Vanguard Health Care ETF seller in Q2 2021 was Beacon Capital Management Inc (Ohio), an estimated $173M sold.
Based on aggregated 13F filings for Q2 2021.