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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
BTW
51
Boston Trust Walden
Massachusetts
$1.7M -$897K -16,750 -35%
PAG
52
Private Advisor Group
New Jersey
$1.58M +$505K +9,440 +48%
CCA
53
Checchi Capital Advisers
California
$1.56M -$13.9K -259 -0.9%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.49M -$444K -8,289 -23%
FIM
55
Freedom Investment Management
Connecticut
$1.41M +$69.4K +1,296 +5%
AFP
56
Ausdal Financial Partners
Iowa
$1.32M +$15.4K +287 +1%
LNWWM
57
Laird Norton Wetherby Wealth Management
California
$1.22M
SEI Investments
58
SEI Investments
Pennsylvania
$1.2M +$526K +9,817 +79%
CFG
59
Citizens Financial Group
Rhode Island
$1.08M +$300K +5,602 +39%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.08M +$442K +8,257 +70%
CHAM
61
Clear Harbor Asset Management
Connecticut
$1.05M +$83K +1,550 +9%
ACM
62
Aviance Capital Management
Florida
$1.02M +$1.01M +18,878 New
CWM
63
Concert Wealth Management
California
$919K -$52.4K -978 -5%
DADC
64
D.A. Davidson & Co
Montana
$905K -$520K -9,722 -37%
FHA
65
First Horizon Advisors
Tennessee
$901K -$826K -15,430 -48%
FAAS
66
First Allied Advisory Services
California
$901K -$216K -4,035 -19%
GC
67
Garde Capital
Washington
$871K +$252K +4,716 +41%
WCM
68
Weatherstone Capital Management
Colorado
$835K -$648K -12,102 -44%
GCMG
69
Gyroscope Capital Management Group
Florida
$818K +$813K +15,195 New
Federated Hermes
70
Federated Hermes
Pennsylvania
$802K +$512K +9,561 +179%
UCFA
71
United Capital Financial Advisors
Texas
$795K +$788K +14,725 New
BOH
72
Bank of Hawaii
Hawaii
$791K +$23K +430 +3%
LIM
73
Leavell Investment Management
Alabama
$787K -$53.5K -1,000 -6%
AIM
74
Advantage Investment Management
Iowa
$754K +$360K +6,722 +92%
MC
75
Moors & Cabot
Massachusetts
$729K +$727K +13,578 New