VHT Institutional Ownership
Vanguard Health Care ETF
1W: -2.4%
1M: -3.9%
3M: +2.0%
YTD: +8.0%
1Y: +17.6%
3Y: +37.1%
5Y: +29.5%
$311.90
+0.18 (+0.06%)
Weekly Expected Move ±2.0%
$300
$306
$312
$318
$324
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VHT
1,192
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
120
New Positions
362
Increased
456
Reduced
72
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1287 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 1,771,554 | $553M | +58,858 | +3.4% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,550,340 | $484M | -22,941 | -1.5% | 60Q | SEC ↗ |
| 3 | UBS Group AG | 1,357,653 | $423M | +154,812 | +12.9% | 47Q | SEC ↗ |
| 4 | PGIM Custom Harvest LLC | 909,110 | $284M | +25,893 | +2.9% | 15Q | SEC ↗ |
| 5 | Clal Insurance Enterprises Holdings Lt | 812,000 | $253M | -61,000 | -7.0% | 3Q | SEC ↗ |
| 6 | LPL Financial LLC | 810,666 | $253M | +17,557 | +2.2% | 54Q | SEC ↗ |
| 7 | EVERETT HARRIS & CO /CA | 733,600 | $229M | +7,395 | +1.0% | 48Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 724,983 | $226M | -39,789 | -5.2% | 75Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 463,799 | $145M | +52,723 | +12.8% | 67Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 426,345 | $133M | -33,356 | -7.3% | 64Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 402,445 | $126M | +18,333 | +4.8% | 7Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 381,223 | $119M | +1,890 | +0.5% | 43Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 367,792 | $115M | +20,655 | +6.0% | 16Q | SEC ↗ |
| 14 | Beacon Capital Management, Inc. | 310,253 | $97M | -42,151 | -12.0% | 51Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 256,444 | $80M | +615 | +0.2% | 26Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 237,159 | $74M | -16,502 | -6.5% | 63Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 222,064 | $69M | +3,433 | +1.6% | 55Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 217,181 | $68M | +7,425 | +3.5% | 49Q | SEC ↗ |
| 19 | MAI Capital Management | 201,925 | $63M | +15,940 | +8.6% | 23Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 192,656 | $60M | -6,429 | -3.2% | 35Q | SEC ↗ |
| 21 | Allied Investment Advisors, LLC | 180,940 | $56M | +9,234 | +5.4% | 35Q | SEC ↗ |
| 22 | INVICTUS PRIVATE WEALTH, LLC | 177,385 | $55M | +214 | +0.1% | 15Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 138,608 | $43M | +2,025 | +1.5% | 68Q | SEC ↗ |
| 24 | PNC Financial Services Group, Inc. | 136,925 | $43M | -4,196 | -3.0% | 15Q | SEC ↗ |
| 25 | Focus Partners Wealth | 134,801 | $42M | -5,209 | -3.7% | 11Q | SEC ↗ |
| 26 | Ameritas Advisory Services, LLC | 132,369 | $41M | +43,732 | +49.3% | 19Q | SEC ↗ |
| 27 | Janney Montgomery Scott LLC | 130,319 | $41M | -4,296 | -3.2% | 52Q | SEC ↗ |
| 28 | Lido Advisors, LLC | 128,929 | $40M | +2,200 | +1.7% | 4Q | SEC ↗ |
| 29 | ARMSTRONG ADVISORY GROUP, INC | 117,430 | $37M | +567 | +0.5% | 15Q | SEC ↗ |
| 30 | MML INVESTORS SERVICES, LLC | 117,147 | $37M | +10,786 | +10.1% | 37Q | SEC ↗ |
| 31 | TRUIST FINANCIAL CORP | 105,841 | $33M | -1,228 | -1.1% | 27Q | SEC ↗ |
| 32 | AGF MANAGEMENT LTD | 101,584 | $32M | -5,356 | -5.0% | 15Q | SEC ↗ |
| 33 | TRUST CO OF VERMONT NEW | 100,678 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 34 | MERCER GLOBAL ADVISORS INC /ADV | 99,226 | $31M | -1,200 | -1.2% | 30Q | SEC ↗ |
| 35 | PEAPACK GLADSTONE FINANCIAL CORP | 98,596 | $31M | -1,337 | -1.3% | 56Q | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 96,248 | $30M | -1,723 | -1.8% | 29Q | SEC ↗ |
| 37 | Wheelhouse Advisory Group LLC | 89,830 | $28M | +4,580 | +5.4% | 11Q | SEC ↗ |
| 38 | Capital Advantage, Inc. | 88,732 | $28M | -331 | -0.4% | 28Q | SEC ↗ |
| 39 | JONES FINANCIAL COMPANIES LLLP | 88,576 | $28M | +6,704 | +8.2% | 23Q | SEC ↗ |
| 40 | Steward Partners Investment Advisory, | 87,583 | $27M | -119,922 | -57.8% | 38Q | SEC ↗ |
| 41 | M&T Bank Corp | 83,896 | $26M | -4,578 | -5.2% | 20Q | SEC ↗ |
| 42 | ALTFEST L J & CO INC | 81,445 | $25M | +75,703 | +1318.4% | 33Q | SEC ↗ |
| 43 | Creative Planning | 81,231 | $25M | -2,013 | -2.4% | 59Q | SEC ↗ |
| 44 | CAPTRUST FINANCIAL ADVISORS | 80,846 | $25M | -2,353 | -2.8% | 38Q | SEC ↗ |
| 45 | Cerity Partners LLC | 78,577 | $25M | -2,404 | -3.0% | 19Q | SEC ↗ |
| 46 | CHAI TRUST CO LLC | 64,431 | $20M | +352 | +0.5% | 27Q | SEC ↗ |
| 47 | Stratos Wealth Partners, LTD. | 64,153 | $20M | -211 | -0.3% | 47Q | SEC ↗ |
| 48 | PRINCIPAL SECURITIES, INC. | 63,260 | $20M | +5,578 | +9.7% | 11Q | SEC ↗ |
| 49 | Main Management LLC | 61,738 | $19M | +11 | +0.0% | 47Q | SEC ↗ |
| 50 | GOLDMAN SACHS GROUP INC | 61,152 | $19M | +1,544 | +2.6% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TRUST CO OF VERMONT | 100,678 | $31M |
| PRUDENTIAL PLC | 30,700 | $10M |
| RENAISSANCE TECHNOLOGIES LLC | 16,120 | $5M |
| MARSHALL WACE, LLP | 9,710 | $3M |
| NORTHSTAR ASSET MANAGEMENT Co | 8,465 | $3M |
| Gotham Asset Management, LLC | 7,778 | $2M |
| Lighthouse Investment Partners, LLC | 6,121 | $2M |
| SAPIENT CAPITAL LLC | 5,619 | $2M |
| Jupiter Topco LLC | 5,320 | $2M |
| Timbuktu Capital Management, LLC | 4,549 | $1M |
| Stonebridge Financial Group, LLC/CA | 4,046 | $1M |
| CORDA Investment Management, LLC. | 3,944 | $1M |
| Triton Financial Group Inc | 3,650 | $1M |
| Diversify Advisory Services, LLC | 3,550 | $1M |
| Great Diamond Partners, LLC | 3,387 | $1M |
| Nuveen, LLC | 2,921 | $911K |
| Xcelsior Advisor Partners LLC | 2,919 | $910K |
| Summit Global Investments | 2,845 | $887K |
| OceanIQ Capital, LLC | 2,832 | $883K |
| Allied Private Wealth LLC | 2,801 | $874K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 91,100 | $28M |
| FIRST MANHATTAN CO. LLC. | 87,532 | $27M |
| Corient Private Wealth LLC | 43,907 | $14M |
| Geneva Partners, LLC | 29,538 | $9M |
| TUDOR INVESTMENT CORP ET AL | 24,229 | $8M |
| Kinloch Capital, LLC | 22,180 | $7M |
| Empirical Asset Management, LLC | 20,840 | $6M |
| Independent Advisor Alliance | 19,772 | $6M |
| Union Bancaire Privee, UBP SA | 19,733 | $6M |
| VMS Asset Management Limited | 19,733 | $6M |
| Tower Research Capital LLC (TRC) | 14,415 | $4M |
| TIAA TRUST, NATIONAL ASSOCIATION | 14,375 | $4M |
| Axiom Financial Strategies, LLC | 12,295 | $4M |
| BEARING POINT CAPITAL, LLC | 12,262 | $4M |
| Crown Wealth Group, LLC | 10,312 | $3M |
| EVOKE WEALTH, LLC | 10,200 | $3M |
| Mirae Asset Global Investments Co., | 9,076 | $3M |
| GENESIS PRIVATE WEALTH, LLC | 8,087 | $3M |
| Point72 Asset Management, L.P. | 7,967 | $2M |
| FLOW TRADERS U.S. LLC | 7,115 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +154,812 | +12.9% | 1,357,653 |
| ALTFEST L J & CO INC | +75,703 | +1318.4% | 81,445 |
| BANK OF AMERICA CORP /DE | +58,858 | +3.4% | 1,771,554 |
| ROYAL BANK OF CANADA | +52,723 | +12.8% | 463,799 |
| Ameritas Advisory Services, LLC | +43,732 | +49.3% | 132,369 |
| SPIRIT OF AMERICA MANAGEMENT CORP/N | +38,964 | +26871.7% | 39,109 |
| Mosley Wealth Management | +35,358 | +1964.3% | 37,158 |
| PGIM Custom Harvest LLC | +25,893 | +2.9% | 909,110 |
| LM Advisors LLC | +22,409 | +263.9% | 30,901 |
| AMERIPRISE FINANCIAL INC | +20,655 | +6.0% | 367,792 |
| RAYMOND JAMES FINANCIAL INC | +18,333 | +4.8% | 402,445 |
| LPL Financial LLC | +17,557 | +2.2% | 810,666 |
| Curran Financial Partners, LLC | +16,109 | +808.7% | 18,101 |
| MAI Capital Management | +15,940 | +8.6% | 201,925 |
| Empower Advisory Group, LLC | +15,035 | +46.0% | 47,734 |
| Arax Advisory Partners | +14,368 | +163.7% | 23,144 |
| MML INVESTORS SERVICES, LLC | +10,786 | +10.1% | 117,147 |
| Allied Investment Advisors, LLC | +9,234 | +5.4% | 180,940 |
| Tradewinds, LLC. | +8,071 | +592.1% | 9,434 |
| STIFEL FINANCIAL CORP | +7,425 | +3.5% | 217,181 |