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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
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$733K -$8.51M -159,807 -92%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$675K -$8.62M -161,833 -93%
RIA
53
Regal Investment Advisors
Michigan
$608K -$53K -995 -8%
JHC
54
JFB Holdings Corp
Georgia
$606K +$44.7K +840 +8%
YP
55
Yellowstone Partners
Idaho
$514K +$238K +4,478 +87%
HCMT
56
Highland Capital Management (Tennessee)
Tennessee
$506K +$8.68K +163 +2%
Federated Hermes
57
Federated Hermes
Pennsylvania
$492K +$149K +2,797 +44%
M&T Bank
58
M&T Bank
New York
$465K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$455K +$197K +3,696 +77%
AIM
60
Advantage Investment Management
Iowa
$410K -$3.67K -69 -0.9%
PAS
61
Partnervest Advisory Services
California
$379K +$7.67K +144 +2%
TAIM
62
TD Ameritrade Investment Management
Nebraska
$366K +$70.9K +1,331 +24%
RIL
63
Rothschild Investment LLC
Illinois
$321K
FIG
64
Fusion Investment Group
Pennsylvania
$318K +$8.62K +162 +3%
PPA
65
Parametric Portfolio Associates
Washington
$276K +$275K +5,165 New
RCAG
66
Rehmann Capital Advisory Group
Michigan
$263K -$2.5K -47 -0.9%
Goldman Sachs
67
Goldman Sachs
New York
$251K -$667K -12,538 -73%
AIM
68
Acropolis Investment Management
Missouri
$237K
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$234K -$2.97M -55,740 -93%
CONA
70
Capital One National Association
New York
$227K +$227K +4,255 New
SWP
71
Stratos Wealth Partners
Ohio
$222K +$223K +4,189 New
FA
72
FDx Advisors
Illinois
$213K +$213K +4,000 New
DSC
73
Duncker Streett & Co
Missouri
$135K
Invesco
74
Invesco
Georgia
$68K -$586 -11 -0.9%
FMII
75
Farmers & Merchants Investments Inc
Nebraska
$58K