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Vanguard Mortgage-Backed Securities ETF

46 hedge funds and large institutions have $289M invested in Vanguard Mortgage-Backed Securities ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

5% more funds holding

Funds holding: 4446 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

18% less capital invested

Capital invested by funds: $353M → $289M (-$63.9M)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
11
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
26
Boston Trust Walden
Massachusetts
$1.01M
RIA
27
Regal Investment Advisors
Michigan
$874K +$865K +16,983 New
Franklin Resources
28
Franklin Resources
California
$801K +$792K +15,545 New
TRCT
29
Tower Research Capital (TRC)
New York
$769K +$404K +7,927 +113%
Ameriprise
30
Ameriprise
Minnesota
$765K +$31.1K +611 +4%
SMM
31
Stadion Money Management
Georgia
$751K +$743K +14,589 New
JHC
32
JFB Holdings Corp
Georgia
$700K -$5.86K -115 -0.8%
LS
33
Lattice Strategies
Pennsylvania
$418K +$150K +2,945 +57%
FMII
34
Farmers & Merchants Investments Inc
Nebraska
$382K -$12.8K -252 -3%
BCM
35
Bares Capital Management
Texas
$371K -$15.4K -302 -4%
EC
36
Estate Counselors
Wisconsin
$331K -$14.3K -280 -4%
Jane Street
37
Jane Street
New York
$293K -$976K -19,147 -77%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$260K
AIM
39
Acropolis Investment Management
Missouri
$236K
CCMH
40
Cornerstone Capital Management Holdings
New York
$224K +$222K +4,350 New
TAIM
41
TD Ameritrade Investment Management
Nebraska
$206K -$18.4K -361 -8%
PI
42
Placemark Investments
Illinois
$205K +$204K +4,009 New
TFA
43
Transamerica Financial Advisors
Florida
$203K -$104K -2,046 -34%
MFS
44
MSI Financial Services
Massachusetts
$201K -$8.51K -167 -4%
AIG
45
American International Group
New York
$59.1K -$9.94K -195 -15%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$31K +$7.64K +150 +33%
Creative Planning
47
Creative Planning
Kansas
$19K +$11.8K +231 +171%
RJA
48
Raymond James & Associates
Florida
-$2.07M -40,500 Closed
LWI
49
Long Wharf Investors
Massachusetts
-$222K -4,340 Closed
Nomura Holdings
50
Nomura Holdings
Japan
-$15K -300 Closed