We are live on ! Find out more
VMBS icon

Vanguard Mortgage-Backed Securities ETF

160 hedge funds and large institutions have $3.76B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 28

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $3.45B → $3.76B (+$306M)

2% more funds holding

Funds holding: 157160 (+3)

1.82% more ownership

Funds ownership: 82.91%84.72% (+1.8%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
3.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.27%
New
22
Increased
86
Reduced
28
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$6.64M -$362K -6,857 -5%
FA
52
FC Advisory
Pennsylvania
$5.4M -$269K -5,096 -5%
SEI Investments
53
SEI Investments
Pennsylvania
$5.3M +$1.54M +29,083 +41%
SB
54
Suntrust Banks
Georgia
$5.09M -$7.34K -139 -0.1%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$5.02M +$211K +3,999 +4%
AI
56
Atria Investments
North Carolina
$5.01M +$721K +13,650 +17%
Jane Street
57
Jane Street
New York
$4.3M +$3.41M +64,633 +383%
BC
58
Bartlett & Co
Ohio
$4.28M +$2.65M +50,090 +161%
PCM
59
Peak Capital Management
Colorado
$4.26M +$1.13M +21,346 +36%
BRWA
60
B. Riley Wealth Advisors
Florida
$4.21M +$667K +12,622 +19%
FIM
61
Freedom Investment Management
Connecticut
$4.12M -$91.5K -1,733 -2%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.78M +$364K +6,900 +11%
NPC
63
National Planning Corporation
California
$3.65M +$1.58M +29,893 +76%
CCA
64
Clearwater Capital Advisors
Illinois
$3.37M +$1.33M +25,236 +65%
KFA
65
Kays Financial Advisory
Georgia
$3.32M +$64.3K +1,217 +2%
FHA
66
First Horizon Advisors
Tennessee
$3.25M +$213K +4,037 +7%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$2.99M -$430K -8,137 -13%
HJA
68
Hugh Johnson Advisors
New York
$2.93M
SFA
69
Sequoia Financial Advisors
Ohio
$2.67M +$274K +5,190 +11%
MD
70
Money Design
Japan
$2.66M +$2.66M +50,337 New
TAT
71
TD Ameritrade Trust
Colorado
$2.17M +$2.17M +41,139 New
BCI
72
Brinker Capital Investments
Pennsylvania
$2.16M
CFG
73
Citizens Financial Group
Rhode Island
$2.06M +$352K +6,671 +21%
SP
74
Symmetry Partners
Connecticut
$2.03M +$204K +3,858 +11%
Franklin Resources
75
Franklin Resources
California
$1.94M +$42.5K +805 +2%