Vanguard Health Care ETF
923 hedge funds and large institutions have $5.66B invested in Vanguard Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 273 increasing their positions, 312 reducing their positions, and 48 closing their positions.
334% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $2.47M
58% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 48
5.98% more ownership
Funds ownership: 31.98% → 37.96% (+6%)
3% more funds holding in top 10
Funds holding in top 10: 39 → 40 (+1)
2% more funds holding
Funds holding: 903 → 923 (+20)
5% more capital invested
Capital invested by funds: $5.4B → $5.66B (+$254M)
13% less repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 312
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$764M |
| 2 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
+$91.3M |
| 3 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$68.2M |
| 4 |
Morgan Stanley
New York
|
+$24.6M |
| 5 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26.9M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$15.9M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$13.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.95M |
| 5 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$8.82M |
VHT Hedge Fund Activity: Q2 2023 in Review
923 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q2 2023, worth a combined $5.66B — up 4.7% from $5.4B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new VHT positions and 48 closed out — a net gain of 28 holders — while 273 added to existing stakes and 312 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $764M. The largest seller was Bank of America, cutting an estimated $26.9M.
- 923 institutional investors held Vanguard Health Care ETF (VHT) as of Q2 2023, up from 903 in Q1 2023.
- Funds reported $5.66B of Vanguard Health Care ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
- 76 funds opened new Vanguard Health Care ETF positions in Q2 2023 and 48 closed out, a net change of +28 holders.
- The largest Vanguard Health Care ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $764M added.
- The largest Vanguard Health Care ETF seller in Q2 2023 was Bank of America, an estimated $26.9M sold.
Based on aggregated 13F filings for Q2 2023.