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Vanguard Health Care ETF

963 hedge funds and large institutions have $6.02B invested in Vanguard Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 304 increasing their positions, 353 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $9.58M | Put options by funds: $3.69M

78% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 64

6% more capital invested

Capital invested by funds: $5.68B → $6.02B (+$337M)

4% more funds holding

Funds holding: 927963 (+36)

1.24% more ownership

Funds ownership: 34.92%36.16% (+1.2%)

5% less funds holding in top 10

Funds holding in top 10: 4139 (-2)

14% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 353

Holders
963
Holders Change
+36
Holders Change %
+3.88%
% of All Funds
14.04%
Holding in Top 10
39
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.88%
% of All Funds
0.57%
New
114
Increased
304
Reduced
353
Closed
64
Calls
$9.58M
Puts
$3.69M
Net Calls
+$5.9M
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$889M +$418M +1,765,673 +99%
Bank of America
2
Bank of America
North Carolina
$446M +$41.7M +176,092 +11%
UBS Group
3
UBS Group
Switzerland
$323M -$23.7M -100,247 -7%
PCH
4
PGIM Custom Harvest
New Jersey
$251M +$15.7M +66,340 +7%
Wells Fargo
5
Wells Fargo
California
$213M -$11.1M -46,929 -5%
HIIFS
6
Harel Insurance Investments & Financial Services
Israel
$190M
EHC
7
Everett Harris & Co
California
$189M +$1.31M +5,552 +0.7%
LPL Financial
8
LPL Financial
California
$169M +$5.78M +24,414 +4%
Ameriprise
9
Ameriprise
Minnesota
$150M +$2.79M +11,768 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$127M -$65.9M -278,297 -35%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$111M -$6.75M -28,485 -6%
JP Morgan Chase
12
JP Morgan Chase
New York
$87M +$31.5M +133,197 +62%
MIM
13
Morningstar Investment Management
Illinois
$85.9M +$519K +2,190 +0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$81.7M +$454K +1,917 +0.6%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.2M +$4.35M +18,371 +6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$73.8M -$205K -864 -0.3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$70.1M -$4.11M -17,344 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$65.3M -$49.9M -210,811 -45%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$56.4M -$72.9M -307,880 -58%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$47.7M -$319K -1,346 -0.7%
RJA
21
Raymond James & Associates
Florida
$46.5M +$5.66M +23,901 +15%
AAG
22
Armstrong Advisory Group
Massachusetts
$46.1M -$493K -2,083 -1%
Stifel Financial
23
Stifel Financial
Missouri
$45.6M -$66.1K -279 -0.2%
M&T Bank
24
M&T Bank
New York
$43.4M -$1.52M -6,433 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$42.4M -$7.73M -32,639 -16%