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Vanguard Mortgage-Backed Securities ETF

74 hedge funds and large institutions have $565M invested in Vanguard Mortgage-Backed Securities ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

64% more capital invested

Capital invested by funds: $345M → $565M (+$220M)

21% more funds holding

Funds holding: 6174 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
29
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Partnervest Advisory Services
California
$374K -$68K -1,295 -15%
LPT
52
Legacy Private Trust
Wisconsin
$352K +$352K +6,700 New
RIL
53
Rothschild Investment LLC
Illinois
$315K +$315K +6,000 New
TAIM
54
TD Ameritrade Investment Management
Nebraska
$312K +$5.88K +112 +2%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$279K +$279K +5,307 New
FIG
56
Fusion Investment Group
Pennsylvania
$277K -$18.2K -346 -6%
M&T Bank
57
M&T Bank
New York
$267K +$267K +5,082 New
KFS
58
KMS Financial Services
Washington
$264K +$264K +5,035 New
RCAG
59
Rehmann Capital Advisory Group
Michigan
$245K
JP Morgan Chase
60
JP Morgan Chase
New York
$233K +$233K +4,440 New
AIM
61
Acropolis Investment Management
Missouri
$225K -$9.19K -175 -4%
BCM
62
Bares Capital Management
Texas
$221K -$79.8K -1,520 -27%
Ameriprise
63
Ameriprise
Minnesota
$194K -$9.92K -189 -5%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$168K +$118K +2,250 +237%
Invesco
65
Invesco
Georgia
$70K -$3.15K -60 -4%
DSC
66
Duncker Streett & Co
Missouri
$63K +$63.3K +1,205 New
FMII
67
Farmers & Merchants Investments Inc
Nebraska
$57K
PAG
68
Private Advisor Group
New Jersey
$38K +$38.1K +726 New
AIG
69
American International Group
New York
$26.3K -$840 -16 -3%
Citigroup
70
Citigroup
New York
$11K +$10.5K +200 New
MFS
71
MSI Financial Services
Massachusetts
$8K
NES
72
New England Securities
New York
$8K
WRM
73
Westport Resources Management
Connecticut
$8K +$7.88K +150 New
Bessemer Group
74
Bessemer Group
New Jersey
$3K +$2.63K +50 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.94K +37 New