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Vanguard Mortgage-Backed Securities ETF

78 hedge funds and large institutions have $715M invested in Vanguard Mortgage-Backed Securities ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $565M → $715M (+$149M)

5% more funds holding

Funds holding: 7478 (+4)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
33
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$3.72M -$5.51K -104 -0.1%
TTWM
27
TCV Trust & Wealth Management
Virginia
$3.71M -$216K -4,070 -5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$3.23M +$3.23M +60,931 New
FM
29
Forward Management
California
$3.2M +$1.7M +32,120 +113%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.19M +$3.19M +60,128 New
BTW
31
Boston Trust Walden
Massachusetts
$2.9M +$261K +4,926 +10%
UBS Group
32
UBS Group
Switzerland
$2.68M +$2.68M +50,517 New
UBS AM
33
UBS AM
Illinois
$2.65M
Stifel Financial
34
Stifel Financial
Missouri
$2.43M +$48.1K +908 +2%
KFA
35
Kays Financial Advisory
Georgia
$2.39M +$71.6K +1,351 +3%
CS
36
Credit Suisse
Switzerland
$2.21M -$491K -9,260 -18%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.17M
AP
38
Agilis Partners
Massachusetts
$2.02M +$2.02M +38,183 New
SCM
39
Saba Capital Management
New York
$1.95M -$66.3K -1,250 -3%
LPL Financial
40
LPL Financial
California
$1.9M +$49.1K +926 +3%
MNA
41
Manning & Napier Advisors
New York
$1.67M
EWM
42
Elite Wealth Management
Washington
$1.63M +$1.63M +30,672 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.38M +$237K +4,469 +21%
LPT
44
Legacy Private Trust
Wisconsin
$1.25M +$899K +16,960 +253%
LNWWM
45
Laird Norton Wetherby Wealth Management
California
$1.03M
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$959K -$1.2M -22,583 -56%
Goldman Sachs
47
Goldman Sachs
New York
$914K -$2.91M -54,811 -76%
CHAM
48
Clear Harbor Asset Management
Connecticut
$908K -$19.9K -375 -2%
PI
49
Placemark Investments
Illinois
$848K +$382K +7,200 +82%
RIA
50
Regal Investment Advisors
Michigan
$656K -$38.5K -727 -6%