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Vanguard Mortgage-Backed Securities ETF

478 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
8.34%
Holding in Top 10
44
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.98%
% of All Funds
0.77%
New
49
Increased
217
Reduced
141
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCFA
326
Walkner Condon Financial Advisors
Wisconsin
$333K
AL
327
ACAS LLC
California
$329K
MWC
328
MBM Wealth Consultants
Missouri
$327K -$5.31M -99,361 -94%
VFA
329
Valeo Financial Advisors
Indiana
$324K +$9.13K +171 +3%
Lido Advisors
330
Lido Advisors
California
$323K -$50.4K -943 -13%
BAAM
331
Baker Avenue Asset Management
California
$317K
William Blair & Company
332
William Blair & Company
Illinois
$316K +$49.3K +924 +18%
Fidelity Investments
333
Fidelity Investments
Massachusetts
$310K +$64.4K +1,204 +26%
BTW
334
Boston Trust Walden
Massachusetts
$303K
GSWM
335
Golden State Wealth Management
California
$303K +$58.7K +1,099 +24%
SW
336
SVB Wealth
Massachusetts
$299K
DP
337
Dearborn Partners
Illinois
$297K
BWA
338
Beam Wealth Advisors
Louisiana
$297K +$17.4K +326 +6%
IWM
339
IHT Wealth Management
Illinois
$289K +$17.4K +326 +6%
PFP
340
Pinnacle Financial Partners
Tennessee
$287K -$7.99K -150 -3%
PWA
341
Pinnacle Wealth Advisors
Tennessee
$287K +$287K +5,386 New
BWA
342
BDO Wealth Advisors
Florida
$286K -$11.6K -218 -4%
LJAC
343
L.J. Altfest & Co
New York
$282K +$24.3K +455 +9%
BSB
344
Bangor Savings Bank
Maine
$281K -$41.1K -770 -13%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$281K +$49.1K +922 +21%
SSCA
346
South Shore Capital Advisors
Massachusetts
$276K
WSFS
347
Wilmington Savings Fund Society
Delaware
$274K +$274K +5,130 New
HB
348
Homrich & Berg
Georgia
$266K +$266K +4,987 New
SL
349
SWMG LLC
Texas
$256K +$45.1K +844 +21%
VAM
350
Verity Asset Management
North Carolina
$251K +$14K +262 +6%