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Vanguard Mortgage-Backed Securities ETF

84 hedge funds and large institutions have $832M invested in Vanguard Mortgage-Backed Securities ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

16% more capital invested

Capital invested by funds: $715M → $832M (+$117M)

8% more funds holding

Funds holding: 7884 (+6)

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
2.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
16
Increased
35
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$5.32M +$3.39M +63,714 +177%
AIG
27
American International Group
New York
$4.89M +$4.84M +90,998 +19,654%
Franklin Resources
28
Franklin Resources
California
$4.63M +$869K +16,320 +23%
LG
29
Leuthold Group
Minnesota
$4.26M
ICOA
30
Investment Centers of America
North Dakota
$4.16M +$4.16M +78,092 New
TTWM
31
TCV Trust & Wealth Management
Virginia
$3.77M +$25.8K +485 +0.7%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$3.63M +$370K +6,943 +11%
Ameriprise
33
Ameriprise
Minnesota
$3.15M +$3.14M +58,911 New
BTW
34
Boston Trust Walden
Massachusetts
$3.14M +$219K +4,111 +8%
UBS AM
35
UBS AM
Illinois
$2.67M
FM
36
Forward Management
California
$2.67M -$558K -10,483 -17%
UBS Group
37
UBS Group
Switzerland
$2.38M -$321K -6,031 -12%
KFA
38
Kays Financial Advisory
Georgia
$2.36M -$52.4K -985 -2%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.19M
LPT
40
Legacy Private Trust
Wisconsin
$2.13M +$866K +16,270 +69%
BCM
41
Bluefin Capital Management
New York
$2.08M +$2.08M +38,984 New
AP
42
Agilis Partners
Massachusetts
$2.04M
Stifel Financial
43
Stifel Financial
Missouri
$1.93M -$515K -9,669 -21%
MNA
44
Manning & Napier Advisors
New York
$1.81M
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.5M +$119K +2,228 +9%
LNWWM
46
Laird Norton Wetherby Wealth Management
California
$1.21M +$170K +3,200 +16%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$1.16M +$714K +13,420 +161%
CS
48
Credit Suisse
Switzerland
$1.16M -$1.06M -19,994 -48%
SFPM
49
Sensible Financial Planning & Management
Massachusetts
$943K -$22.7K -426 -2%
CHAM
50
Clear Harbor Asset Management
Connecticut
$915K