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Vanguard Mortgage-Backed Securities ETF

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
301
Ignite Planners
California
$423K -$17.9K -395 -4%
PMA
302
Prudent Man Advisors
Illinois
$421K -$12.1K -269 -3%
FTS
303
Fifth Third Securities
Ohio
$421K -$2.12K -47 -0.5%
TA
304
TrueWealth Advisors
Alabama
$417K -$15.8K -350 -4%
CYG
305
Clean Yield Group
Vermont
$400K -$30.7K -680 -7%
KFGK
306
Keystone Financial Group (Kentucky)
Kentucky
$400K +$3.88K +86 +1%
CF
307
Centaurus Financial
California
$400K +$298K +6,606 +291%
DJSG
308
D.J. St. Germain
Massachusetts
$397K
RJT
309
Raymond James Trust
Florida
$392K +$28.7K +636 +8%
W
310
WealthOne
New York
$387K -$11.2K -249 -3%
WCFA
311
Walkner Condon Financial Advisors
Wisconsin
$387K +$7.21K +160 +2%
SA
312
SWM Advisors
Florida
$382K
SSWM
313
Smith Salley Wealth Management
North Carolina
$381K +$381K +8,448 New
GL
314
Graypoint LLC
New York
$377K +$25.1K +556 +7%
MWM
315
Merriman Wealth Management
Washington
$375K +$141K +3,123 +60%
CAL
316
Capital Analysts LLC
Pennsylvania
$374K +$240K +5,333 +180%
IWC
317
Integrated Wealth Concepts
Massachusetts
$360K -$17.5K -387 -5%
GPA
318
Garrison Point Advisors
California
$355K -$8.13K -180 -2%
IC
319
IEQ Capital
California
$353K -$6.55K -145 -2%
RIG
320
RiverFront Investment Group
Virginia
$343K -$9.01K -200 -3%
PP
321
Prosperity Planning
Missouri
$338K +$338K +7,486 New
Fisher Asset Management
322
Fisher Asset Management
Washington
$335K +$335K +7,432 New
VFA
323
Valeo Financial Advisors
Indiana
$334K -$1.8K -40 -0.5%
WMA
324
West Michigan Advisors
Michigan
$332K -$62.2K -1,380 -16%
ASN
325
Advisory Services Network
Georgia
$331K -$113K -2,508 -25%