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Vanguard Mortgage-Backed Securities ETF

523 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 235 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.84%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
72
Increased
149
Reduced
235
Closed
73
Calls
$961K
Puts
$2.22M
Net Calls
-$1.26M
Net Calls Change
-$977K
Name Holding Trade Value Shares
Change
Shares
Change %
QA
226
Quantitative Advantage
Minnesota
$923K -$18.3K -382 -2%
ZCA
227
Zeke Capital Advisors
Pennsylvania
$916K
FAIM
228
Financial Advocates Investment Management
Washington
$860K +$18.7K +392 +2%
HGWM
229
Harvest Group Wealth Management
Massachusetts
$859K +$859K +17,444 New
USCWA
230
U.S. Capital Wealth Advisors
Texas
$853K
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$841K +$841K +17,588 New
COCM
232
Charter Oak Capital Management
New Hampshire
$826K -$496K -10,366 -37%
IGWM
233
ICA Group Wealth Management
Colorado
$818K -$48.9K -1,013 -6%
WWM
234
Western Wealth Management
Colorado
$809K -$131K -2,748 -14%
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
$808K +$174K +3,653 +27%
OFS
236
OneAscent Financial Services
Alabama
$785K -$7.61M -159,146 -91%
NP
237
NorthRock Partners
Minnesota
$784K -$1.24K -26 -0.2%
LWAM
238
Legacy Wealth Asset Management
Minnesota
$775K -$14.7K -307 -2%
AWS
239
AJ Wealth Strategies
New York
$768K +$768K +16,067 New
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$761K +$43.9K +919 +6%
BBA
241
BLB&B Advisors
Pennsylvania
$751K -$47.8K -1,000 -6%
PFG
242
PAX Financial Group
Texas
$739K +$360K +7,536 +95%
II
243
Inspire Investing
Idaho
$736K +$358K +7,479 +94%
SS
244
Simplicity Solutions
Minnesota
$729K +$8.56K +179 +1%
KA
245
Kovack Advisors
Florida
$701K -$119K -2,480 -14%
WB
246
WesBanco Bank
West Virginia
$700K +$5.83K +122 +0.8%
CCG
247
Chatham Capital Group
Georgia
$697K -$4.73M -98,790 -87%
OWA
248
Outlook Wealth Advisors
Texas
$694K -$577K -12,064 -45%
HP
249
HT Partners
Connecticut
$687K -$3.94M -82,418 -85%
UB
250
UMB Bank
Missouri
$685K