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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, 311 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

6% more capital invested

Capital invested by funds: $5.34B → $5.66B (+$319M)

3% more funds holding in top 10

Funds holding in top 10: 3940 (+1)

2% more funds holding

Funds holding: 903923 (+20)

0.58% more ownership

Funds ownership: 37.8%38.38% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 311

Holders
923
Holders Change
+20
Holders Change %
+2.21%
% of All Funds
14.49%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.63%
New
76
Increased
273
Reduced
311
Closed
48
Calls
$10.7M
Puts
$2.47M
Net Calls
+$8.25M
Net Calls Change
+$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$439M +$24.6M +100,999 +6%
Bank of America
2
Bank of America
North Carolina
$383M -$26.9M -110,488 -7%
UBS Group
3
UBS Group
Switzerland
$344M -$9.95M -40,892 -3%
PCH
4
PGIM Custom Harvest
New Jersey
$229M +$1.1M +4,526 +0.5%
Wells Fargo
5
Wells Fargo
California
$202M +$4.93M +20,260 +3%
HIIFS
6
Harel Insurance Investments & Financial Services
Israel
$186M
EHC
7
Everett Harris & Co
California
$184M +$105K +432 +0.1%
Ameriprise
8
Ameriprise
Minnesota
$155M -$2.33M -9,564 -1%
LPL Financial
9
LPL Financial
California
$149M -$1.24M -5,078 -0.8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$124M +$656K +2,695 +0.5%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115M -$15.9M -65,166 -12%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$112M +$6.6M +27,120 +6%
MMEA
13
Main Management ETF Advisors
California
$92.3M +$91.3M +375,405 +24,064%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$77M +$10.5M +43,326 +16%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$71M +$361K +1,482 +0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$71M +$473K +1,944 +0.7%
HFRG
17
Houlihan Financial Resource Group
Virginia
$69.9M +$68.2M +280,414 +4,148%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$66.2M +$5M +20,563 +8%
MIM
19
Morningstar Investment Management
Illinois
$65.6M +$16.7M +68,654 +34%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$54.9M -$2.45M -10,066 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$52.4M -$2.84M -11,681 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$49M +$1.84M +7,543 +4%
AAG
23
Armstrong Advisory Group
Massachusetts
$48.1M +$271K +1,113 +0.6%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$45M -$3.49M -14,329 -7%
Stifel Financial
25
Stifel Financial
Missouri
$44.6M -$1.14M -4,671 -3%