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Vanguard Mortgage-Backed Securities ETF

539 hedge funds and large institutions have $13.7B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 199 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+49
Holders Change %
+10%
% of All Funds
8.32%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.74%
New
107
Increased
199
Reduced
171
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AL
351
ACAS LLC
California
$333K
FWM
352
Frontier Wealth Management
Missouri
$330K -$31.7K -600 -9%
SB
353
Strategic Blueprint
Georgia
$330K +$20.4K +386 +7%
CIC
354
Chilton Investment Company
Connecticut
$328K -$223K -4,219 -40%
FIA
355
Foundations Investment Advisors
Arizona
$326K -$105K -2,012 -24%
Fidelity Investments
356
Fidelity Investments
Massachusetts
$323K -$37.3K -705 -10%
WIA
357
World Investment Advisors
California
$322K +$33.8K +661 +12%
BAM
358
Belpointe Asset Management
Nevada
$317K -$48.2K -913 -13%
BFA
359
Bragg Financial Advisors
North Carolina
$317K
PFP
360
Pinnacle Financial Partners
Tennessee
$309K
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$89.6K +1,693 +41%
BWA
362
Beam Wealth Advisors
Louisiana
$306K +$20.8K +394 +7%
FA
363
Forefront Analytics
Pennsylvania
$302K +$302K +5,720 New
BTW
364
Boston Trust Walden
Massachusetts
$300K
SW
365
SVB Wealth
Massachusetts
$296K +$317 +6 +0.1%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$295K +$295K +5,576 New
PIA
367
Pinion Investment Advisors
Kansas
$293K +$846 +16 +0.3%
WCFA
368
Walkner Condon Financial Advisors
Wisconsin
$292K -$34.3K -649 -11%
SWA
369
Stratos Wealth Advisors
Ohio
$291K +$291K +5,514 New
DAS
370
Dynamic Advisor Solutions
Arizona
$289K +$83.1K +1,571 +40%
RCM
371
Raleigh Capital Management
North Carolina
$286K +$286K +5,421 New
PSUF
372
People's United Financial
Connecticut
$285K +$22.7K +430 +9%
DP
373
Dearborn Partners
Illinois
$283K
BFIM
374
Beese Fulmer Investment Management
Ohio
$281K
RJT
375
Raymond James Trust
Florida
$277K -$29.2K -554 -10%