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Vanguard Mortgage-Backed Securities ETF

117 hedge funds and large institutions have $1.65B invested in Vanguard Mortgage-Backed Securities ETF in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

36% more capital invested

Capital invested by funds: $1.21B → $1.65B (+$434M)

21% more funds holding

Funds holding: 97117 (+20)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
117
Holders Change
+20
Holders Change %
+20.62%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
33
Increased
46
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Checchi Capital Advisers
California
$1.14M +$1.14M +21,530 New
CWM
52
Concert Wealth Management
California
$1.05M +$1.05M +19,843 New
FAAS
53
First Allied Advisory Services
California
$950K +$954K +17,966 New
CHAM
54
Clear Harbor Asset Management
Connecticut
$804K +$37.2K +700 +5%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$762K +$133K +2,508 +21%
BAC
56
Boys Arnold & Co
North Carolina
$720K +$726K +13,662 New
JHC
57
JFB Holdings Corp
Georgia
$676K +$9.83K +185 +1%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$659K +$664K +12,508 New
CCS
59
Crosspoint Capital Strategies
California
$656K +$653K +12,301 +17,573%
CFG
60
Citizens Financial Group
Rhode Island
$648K +$652K +12,280 New
CS
61
Credit Suisse
Switzerland
$613K -$204K -3,848 -25%
AIG
62
American International Group
New York
$612K -$171K -3,222 -22%
RIA
63
Regal Investment Advisors
Michigan
$604K -$15.5K -292 -2%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$596K +$601K +11,305 New
FM
65
Forward Management
California
$551K -$1.4M -26,267 -72%
TTWM
66
TCV Trust & Wealth Management
Virginia
$546K -$964K -18,149 -64%
Federated Hermes
67
Federated Hermes
Pennsylvania
$507K +$219K +4,123 +75%
LPT
68
Legacy Private Trust
Wisconsin
$496K +$500K +9,408 New
TAIM
69
TD Ameritrade Investment Management
Nebraska
$465K -$1.22K -23 -0.3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$424K -$40.5K -762 -9%
LA
71
LVW Advisors
New York
$408K +$197K +3,707 +92%
CA
72
Cambridge Advisors
Nebraska
$397K +$1.38K +26 +0.3%
GAM
73
Gould Asset Management
California
$396K -$13.3K -250 -3%
PAG
74
Private Advisor Group
New Jersey
$396K +$399K +7,514 New
PWAG
75
Polaris Wealth Advisory Group
California
$373K +$376K +7,072 New