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Vanguard Mortgage-Backed Securities ETF

87 hedge funds and large institutions have $1.34B invested in Vanguard Mortgage-Backed Securities ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $832M → $1.34B (+$507M)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

4% more funds holding

Funds holding: 8487 (+3)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
2.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.3%
New
12
Increased
35
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QA
26
Quantitative Advantage
Minnesota
$5.83M +$79.5K +1,494 +1%
ICOA
27
Investment Centers of America
North Dakota
$4.59M +$482K +9,066 +12%
Franklin Resources
28
Franklin Resources
California
$4.5M -$71.4K -1,343 -2%
LG
29
Leuthold Group
Minnesota
$4.21M
VKH
30
Virtu KCG Holdings
New York
$3.81M +$3.83M +72,083 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.79M +$208K +3,905 +6%
TTWM
32
TCV Trust & Wealth Management
Virginia
$3.77M +$49.5K +931 +1%
MNA
33
Manning & Napier Advisors
New York
$3.68M
PFG
34
Pacific Financial Group
Washington
$3.2M +$3.22M +60,621 New
Ameriprise
35
Ameriprise
Minnesota
$3.11M -$3.3K -62 -0.1%
BTW
36
Boston Trust Walden
Massachusetts
$3.1M -$6.65K -125 -0.2%
TFA
37
Transamerica Financial Advisors
Florida
$3.08M +$3.1M +58,267 +5,826,700%
UBS Group
38
UBS Group
Switzerland
$2.82M +$474K +8,907 +20%
UBS AM
39
UBS AM
Illinois
$2.64M
AP
40
Agilis Partners
Massachusetts
$2.52M +$505K +9,498 +25%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.52M +$1.8M +33,896 +247%
KFA
42
Kays Financial Advisory
Georgia
$2.31M -$28.1K -529 -1%
BCI
43
Brinker Capital Investments
Pennsylvania
$2.17M
FM
44
Forward Management
California
$2.12M -$527K -9,900 -20%
Stifel Financial
45
Stifel Financial
Missouri
$1.94M +$32.2K +605 +2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.91M +$426K +8,008 +28%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$1.69M +$543K +10,199 +47%
LPT
48
Legacy Private Trust
Wisconsin
$1.66M -$451K -8,480 -21%
HCMT
49
Highland Capital Management (Tennessee)
Tennessee
$1.3M +$810K +15,230 +161%
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$1.2M