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Vanguard Mortgage-Backed Securities ETF

58 hedge funds and large institutions have $295M invested in Vanguard Mortgage-Backed Securities ETF in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

26% more funds holding

Funds holding: 4658 (+12)

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

2% more capital invested

Capital invested by funds: $289M → $295M (+$5.72M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
18
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LG
26
Laidlaw Group
New York
$1.84M +$244K +4,750 +15%
TRCT
27
Tower Research Capital (TRC)
New York
$1.73M +$972K +18,891 +126%
FM
28
Forward Management
California
$1.58M
Jane Street
29
Jane Street
New York
$1.52M +$1.24M +24,163 +424%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.48M -$15.8M -307,117 -91%
PAS
31
Partnervest Advisory Services
California
$1.41M +$1.42M +27,571 New
BTW
32
Boston Trust Walden
Massachusetts
$1.28M +$290K +5,640 +29%
RFS
33
Rockefeller Financial Services
New York
$1.24M
FIG
34
Fusion Investment Group
Pennsylvania
$1.23M +$1.24M +24,026 New
BCM
35
Blume Capital Management
California
$1.15M +$1.15M +22,448 New
LNWWM
36
Laird Norton Wetherby Wealth Management
California
$1.14M
Franklin Resources
37
Franklin Resources
California
$1.07M +$282K +5,486 +35%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.05M +$1.06M +20,571 New
LPL Financial
39
LPL Financial
California
$1.05M -$63K -1,225 -6%
RIA
40
Regal Investment Advisors
Michigan
$788K -$79.5K -1,546 -9%
JHC
41
JFB Holdings Corp
Georgia
$695K
Ameriprise
42
Ameriprise
Minnesota
$628K -$133K -2,576 -17%
SMM
43
Stadion Money Management
Georgia
$471K -$276K -5,367 -37%
FMII
44
Farmers & Merchants Investments Inc
Nebraska
$377K -$2.11K -41 -0.6%
BCM
45
Bares Capital Management
Texas
$367K -$514 -10 -0.1%
DS
46
DRW Securities
Illinois
$367K +$370K +7,192 New
EC
47
Estate Counselors
Wisconsin
$328K
MNA
48
Manning & Napier Advisors
New York
$316K
MFS
49
MSI Financial Services
Massachusetts
$281K +$81.9K +1,593 +41%
PI
50
Placemark Investments
Illinois
$269K +$65.8K +1,279 +32%