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Vanguard Health Care ETF
VHT

773 hedge funds and large institutions have $4.84B invested in Vanguard Health Care ETF in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 278 increasing their positions, 181 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 26

54% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 181

10% more capital invested

Capital invested by funds: $4.39B → $4.84B (+$446M)

5% more funds holding

Funds holding: 739 → 773 (+34)

1.73% more ownership

Funds ownership: 28.55% → 30.28% (+1.7%)

4% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $9.79M

0% more funds holding in top 10

Funds holding in top 10: 28 → 28 (0)

Holders
773
Holders Change
+34
Holders Change %
+4.6%
% of All Funds
13.53%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.49%
New
73
Increased
278
Reduced
181
Closed
26
Calls
$10.1M
Puts
$9.79M
Net Calls
+$347K
Net Calls Change
+$590K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$198M
2
Bessemer Group
Bessemer Group
New Jersey
+$115M
3
ETC
Exchange Traded Concepts
Oklahoma
+$78.1M
4
AIC
Ameritas Investment Company
Nebraska
+$49.2M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$46M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$42M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$9.75M
3
Citigroup
Citigroup
New York
-$8.07M
4
Truist Financial
Truist Financial
North Carolina
-$7.26M
5
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$6.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$366M +$2.5M +9,735 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$322M +$15M +58,505 +5%
Wells Fargo
3
Wells Fargo
California
$273M +$7.82M +30,491 +3%
Bank of America
4
Bank of America
North Carolina
$234M -$224K -872 -0.1%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$196M +$198M +771,178 +3,856%
EHC
6
Everett Harris & Co
California
$188M -$830K -3,237 -0.4%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167M +$46M +179,352 +36%
LPL Financial
8
LPL Financial
California
$139M +$17.5M +68,102 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$129M +$2.39M +9,319 +2%
Ameriprise
10
Ameriprise
Minnesota
$119M +$4.56M +17,790 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$115M +$3.81M +14,834 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$112M +$6.05M +23,579 +6%
Bessemer Group
13
Bessemer Group
New Jersey
$111M +$115M +449,815 +37,959%
ETC
14
Exchange Traded Concepts
Oklahoma
$79.3M +$78.1M +304,313 +1,836%
MIM
15
Morningstar Investment Management
Illinois
$70.1M – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$59.1M +$3.04M +11,844 +5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$58.3M -$2.63M -10,235 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$57.9M +$2.7M +10,509 +5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$51.7M +$748K +2,916 +1%
AIC
20
Ameritas Investment Company
Nebraska
$51.2M +$49.2M +191,657 +1,226%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$49.1M – – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$48.8M +$321K +1,253 +0.6%
Stifel Financial
23
Stifel Financial
Missouri
$45.2M +$5.46M +21,289 +13%
M&T Bank
24
M&T Bank
New York
$42.2M -$944K -3,679 -2%
RJA
25
Raymond James & Associates
Florida
$42.2M +$702K +2,738 +2%
1
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VHT Hedge Fund Activity: Q3 2021 in Review

773 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2021, worth a combined $4.84B — up 10% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VHT positions and 26 closed out — a net gain of 47 holders — while 278 added to existing stakes and 181 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $198M. The largest seller was Wellington Management Group, cutting an estimated $42M.

  • 773 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2021, up from 739 in Q2 2021.
  • Funds reported $4.84B of Vanguard Health Care ETF stock for Q3 2021, up 10% quarter-over-quarter.
  • 73 funds opened new Vanguard Health Care ETF positions in Q3 2021 and 26 closed out, a net change of +47 holders.
  • The largest Vanguard Health Care ETF buyer in Q3 2021 was Beacon Capital Management Inc (Ohio), an estimated $198M added.
  • The largest Vanguard Health Care ETF seller in Q3 2021 was Wellington Management Group, an estimated $42M sold.

Based on aggregated 13F filings for Q3 2021.