Vanguard Health Care ETF
904 hedge funds and large institutions have $5.41B invested in Vanguard Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 311 increasing their positions, 309 reducing their positions, and 79 closing their positions.
110% more call options, than puts
Call options by funds: $9.48M | Put options by funds: $4.53M
1% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 309
5% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 79
1.09% less ownership
Funds ownership: 33.07% → 31.98% (-1.1%)
4% less funds holding
Funds holding: 942 → 904 (-38)
30% less capital inflows, than outflows
Capital inflows: $259M | Capital outflows: $368M
30% less funds holding in top 10
Funds holding in top 10: 56 → 39 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$28.7M |
| 2 |
AMI Investment Management
Kendallville,
Indiana
|
+$9.5M |
| 3 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$9.37M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.33M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$42.1M |
| 2 |
Morgan Stanley
New York
|
-$35.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.2M |
| 4 |
JP Morgan Chase
New York
|
-$12.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12.3M |
VHT Hedge Fund Activity: Q1 2023 in Review
904 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q1 2023, worth a combined $5.41B — down 5.5% from $5.72B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of VHT and 75 opened new positions — a net loss of 4 holders — while 309 trimmed existing stakes and 311 added.
The largest buyer was Bank of America, adding an estimated $28.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $42.1M.
- 904 institutional investors held Vanguard Health Care ETF (VHT) as of Q1 2023, down from 942 in Q4 2022.
- Funds reported $5.41B of Vanguard Health Care ETF stock for Q1 2023, down 5.5% quarter-over-quarter.
- 75 funds opened new Vanguard Health Care ETF positions in Q1 2023 and 79 closed out, a net change of -4 holders.
- The largest Vanguard Health Care ETF buyer in Q1 2023 was Bank of America, an estimated $28.7M added.
- The largest Vanguard Health Care ETF seller in Q1 2023 was Beacon Capital Management Inc (Ohio), an estimated $42.1M sold.
Based on aggregated 13F filings for Q1 2023.