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Vanguard Health Care ETF

928 hedge funds and large institutions have $5.68B invested in Vanguard Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 308 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $8.7M | Put options by funds: $3.29M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

1% more funds holding

Funds holding: 923928 (+5)

0% more capital invested

Capital invested by funds: $5.66B → $5.68B (+$24.2M)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 324

3.46% less ownership

Funds ownership: 38.38%34.92% (-3.5%)

Holders
928
Holders Change
+5
Holders Change %
+0.54%
% of All Funds
14.73%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.65%
New
59
Increased
308
Reduced
324
Closed
46
Calls
$8.7M
Puts
$3.29M
Net Calls
+$5.41M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$419M -$3.16M -12,949 -0.7%
Bank of America
2
Bank of America
North Carolina
$377M +$8.92M +36,612 +2%
UBS Group
3
UBS Group
Switzerland
$327M -$3.16M -12,969 -0.9%
PCH
4
PGIM Custom Harvest
New Jersey
$220M -$285K -1,168 -0.1%
Wells Fargo
5
Wells Fargo
California
$211M +$17.4M +71,227 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$185M +$68.3M +280,071 +55%
HIIFS
7
Harel Insurance Investments & Financial Services
Israel
$179M
EHC
8
Everett Harris & Co
California
$176M -$596K -2,445 -0.3%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$156M +$159M +652,795 +5,232%
LPL Financial
10
LPL Financial
California
$153M +$10.2M +41,668 +7%
Ameriprise
11
Ameriprise
Minnesota
$139M -$11M -45,051 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$125M +$75.2M +308,478 +137%
Osaic Holdings
13
Osaic Holdings
Arizona
$111M +$44.2M +181,173 +62%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$111M +$3.55M +14,583 +3%
MMEA
15
Main Management ETF Advisors
California
$93.3M +$4.9M +20,100 +5%
MIM
16
Morningstar Investment Management
Illinois
$80M +$17.7M +72,557 +27%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$76.1M +$2.25M +9,211 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$69.8M +$6.47M +26,534 +10%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$69.4M +$1.27M +5,211 +2%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68M -$43.7M -179,257 -38%
JP Morgan Chase
21
JP Morgan Chase
New York
$50.3M +$10.5K +43 +0%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$47.4M +$399K +1,636 +0.8%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$45M +$1.91M +7,821 +4%
AAG
24
Armstrong Advisory Group
Massachusetts
$43.8M -$2.56M -10,484 -5%
Stifel Financial
25
Stifel Financial
Missouri
$42.8M +$37.1K +152 +0.1%