We are live on ! Find out more
VMBS icon

Vanguard Mortgage-Backed Securities ETF

129 hedge funds and large institutions have $2.16B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $1.84B → $2.16B (+$329M)

8% more funds holding

Funds holding: 120129 (+9)

Holders
129
Holders Change
+9
Holders Change %
+7.5%
% of All Funds
3.44%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
24
Increased
50
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$13.1M +$193K +3,599 +1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$10.7M +$415K +7,752 +4%
AG
28
Advisor Group
Arizona
$10.1M +$10M +186,991 New
ERIM
29
Eagle Ridge Investment Management
Connecticut
$9.33M +$1.77M +33,096 +24%
AA
30
Advisory Alpha
Michigan
$9.13M +$1.08M +20,238 +14%
Allianz Asset Management
31
Allianz Asset Management
Germany
$8M +$834K +15,573 +12%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$7.65M +$956K +17,864 +14%
WF
33
WealthTrust Fairport
Ohio
$7.43M +$96.5K +1,802 +1%
ST
34
Spinnaker Trust
Maine
$7.39M -$654K -12,220 -8%
Stifel Financial
35
Stifel Financial
Missouri
$7.35M +$5.32M +99,305 +268%
ICOA
36
Investment Centers of America
North Dakota
$6.87M +$325K +6,072 +5%
TFA
37
Transamerica Financial Advisors
Florida
$6.61M +$814K +15,211 +14%
FA
38
FC Advisory
Pennsylvania
$5.97M +$94.3K +1,761 +2%
HP
39
HT Partners
Connecticut
$5.7M +$87.8K +1,640 +2%
QA
40
Quantitative Advantage
Minnesota
$5.53M -$146K -2,725 -3%
NPC
41
National Planning Corporation
California
$5.17M -$277K -5,180 -5%
LG
42
Leuthold Group
Minnesota
$4.29M
MIS
43
Morningstar Investment Services
Illinois
$4.01M +$3.99M +74,590 New
VWM
44
Venturi Wealth Management
Texas
$4M -$6.26K -117 -0.2%
AC
45
AFAM Capital
Texas
$3.74M -$2.62M -48,882 -41%
BRWA
46
B. Riley Wealth Advisors
Florida
$3.29M +$314K +5,874 +11%
KFA
47
Kays Financial Advisory
Georgia
$2.76M +$199K +3,726 +8%
BCI
48
Brinker Capital Investments
Pennsylvania
$2.21M
MNA
49
Manning & Napier Advisors
New York
$2.21M
Franklin Resources
50
Franklin Resources
California
$1.95M -$581K -10,852 -23%