We are live on ! Find out more
VMBS icon

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
JHC
51
JFB Holdings Corp
Georgia
$557K
HCMT
52
Highland Capital Management (Tennessee)
Tennessee
$493K +$493K +9,304 New
M&T Bank
53
M&T Bank
New York
$462K +$192K +3,624 +71%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$443K +$273K +5,157 +161%
AIM
55
Advantage Investment Management
Iowa
$410K +$410K +7,736 New
PAS
56
Partnervest Advisory Services
California
$368K -$8.48K -160 -2%
Federated Hermes
57
Federated Hermes
Pennsylvania
$340K +$340K +6,418 New
RIL
58
Rothschild Investment LLC
Illinois
$318K
FIG
59
Fusion Investment Group
Pennsylvania
$307K +$27.5K +519 +10%
TAIM
60
TD Ameritrade Investment Management
Nebraska
$293K -$21.4K -403 -7%
YP
61
Yellowstone Partners
Idaho
$273K +$273K +5,151 New
RCAG
62
Rehmann Capital Advisory Group
Michigan
$264K +$16.8K +316 +7%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$255K -$26.1K -492 -9%
AIM
64
Acropolis Investment Management
Missouri
$236K +$9.01K +170 +4%
BCM
65
Bares Capital Management
Texas
$221K -$1.54K -29 -0.7%
DSC
66
Duncker Streett & Co
Missouri
$134K +$70.2K +1,325 +110%
NFG
67
Next Financial Group
Texas
$92K +$91.7K +1,730 New
Invesco
68
Invesco
Georgia
$68K -$2.33K -44 -3%
FMII
69
Farmers & Merchants Investments Inc
Nebraska
$58K
US Bancorp
70
US Bancorp
Minnesota
$31K +$31.2K +589 New
BCM
71
Blume Capital Management
California
$25K -$1.16M -21,800 -98%
AIG
72
American International Group
New York
$24.5K -$2.02K -38 -8%
MFS
73
MSI Financial Services
Massachusetts
$13K +$4.61K +87 +58%
NES
74
New England Securities
New York
$8K
WRM
75
Westport Resources Management
Connecticut
$8K