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Vanguard Mortgage-Backed Securities ETF

400 hedge funds and large institutions have $9.19B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+20
Holders Change %
+5.26%
% of All Funds
8.22%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.8%
New
72
Increased
166
Reduced
116
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NP
301
NorthRock Partners
Minnesota
$213K +$8.75K +161 +4%
William Blair & Company
302
William Blair & Company
Illinois
$212K -$1.91K -35 -0.9%
DAS
303
Dynamic Advisor Solutions
Arizona
$210K -$49.5K -909 -19%
CL
304
CPWM LLC
Washington
$209K -$5.55K -102 -3%
LSA
305
Lion Street Advisors
Texas
$206K -$4.18K -77 -2%
Fidelity Investments
306
Fidelity Investments
Massachusetts
$203K -$134K -2,466 -40%
PWA
307
Physician Wealth Advisors
Utah
$202K +$202K +3,702 New
IA
308
IFP Advisors
Florida
$190K +$3.07K +56 +2%
HR
309
Howe & Rusling
New York
$184K
Franklin Resources
310
Franklin Resources
California
$183K +$183K +3,365 New
CFFP
311
Center for Financial Planning
Michigan
$182K +$113K +2,084 +164%
CF
312
Centaurus Financial
California
$159K +$20.2K +371 +15%
Bessemer Group
313
Bessemer Group
New Jersey
$151K +$151K +2,770 New
SFS
314
Sowell Financial Services
Arkansas
$149K +$7.04K +129 +5%
HI
315
Hudock Inc
Pennsylvania
$146K +$146K +2,701 New
CCA
316
Catalyst Capital Advisors
New York
$139K -$198K -3,640 -59%
LWM
317
Liberty Wealth Management
California
$138K +$8.53K +157 +7%
APWM
318
Atlas Private Wealth Management
New York
$133K
Citigroup
319
Citigroup
New York
$133K +$2.66K +49 +2%
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$126K -$39.8K -733 -24%
JPLA
321
Joseph P. Lucia & Associates
New York
$126K
MAM
322
Marquette Asset Management
Minnesota
$123K
CAAS
323
Capital Asset Advisory Services
Michigan
$123K +$43.6K +801 +55%
APA
324
American Portfolios Advisors
New York
$120K -$41.6K -765 -26%
PFBT
325
Parkside Financial Bank & Trust
Missouri
$112K -$1.85K -34 -2%