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Vanguard Mortgage-Backed Securities ETF

411 hedge funds and large institutions have $9.91B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 212 increasing their positions, 86 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 86

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

8% more capital invested

Capital invested by funds: $9.19B → $9.91B (+$726M)

3.8% more ownership

Funds ownership: 80.51%84.31% (+3.8%)

3% more funds holding

Funds holding: 400411 (+11)

0% more funds holding in top 10

Funds holding in top 10: 3939 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $262K

Holders
411
Holders Change
+11
Holders Change %
+2.75%
% of All Funds
8.29%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
58
Increased
212
Reduced
86
Closed
42
Calls
Puts
$262K
Net Calls
-$262K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
RKL Wealth Management
Pennsylvania
$19.9M +$494K +9,100 +3%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$19.8M
Truist Financial
53
Truist Financial
North Carolina
$19.6M -$8.09M -148,885 -29%
USAA
54
United Services Automobile Association
Texas
$18M +$18.1M +332,194 New
HighTower Advisors
55
HighTower Advisors
Illinois
$17.7M +$1.96M +36,072 +12%
RVPG
56
Relative Value Partners Group
$17.4M +$284K +5,226 +2%
MIA
57
MainStreet Investment Advisors
Illinois
$17.3M +$15.8M +291,469 +1,064%
SKK
58
Shepherd Kaplan Krochuk
Massachusetts
$16.7M +$9.79M +180,243 +140%
FLA
59
Financial Life Advisors
Texas
$16.3M +$458K +8,434 +3%
OFS
60
OneAscent Financial Services
Alabama
$15.8M +$950K +17,486 +6%
EFSCE
61
Enterprise Financial Services Corp (EFSC)
Missouri
$15.5M +$1.48M +27,226 +11%
MD
62
Money Design
Japan
$15.5M +$2.76M +50,837 +22%
JP Morgan Chase
63
JP Morgan Chase
New York
$15.2M +$14.2M +260,781 +1,379%
FNBOH
64
First National Bank of Hutchinson
Kansas
$14.9M +$4.6M +84,658 +45%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$14.8M +$1.67M +30,682 +13%
HWA
66
Heartwood Wealth Advisors
Virginia
$14.8M -$3.98M -73,333 -21%
DCM
67
DeGreen Capital Management
Arizona
$13.9M +$1.24M +22,857 +10%
VWA
68
Visionary Wealth Advisors
Illinois
$13.9M +$3.97M +73,060 +40%
PG
69
Proffitt & Goodson
Tennessee
$13M +$760K +13,994 +6%
5L
70
55I LLC
Massachusetts
$12.6M +$957K +17,611 +8%
KFA
71
Kays Financial Advisory
Georgia
$12.6M +$2.34M +43,018 +23%
SAMC
72
Spectrum Asset Management (California)
California
$12.3M +$2.22M +40,897 +22%
UAS
73
United Asset Strategies
New York
$11.8M +$11.9M +218,308 New
FA
74
Faithward Advisors
Pennsylvania
$11.8M -$6.81M -125,412 -37%
MIM
75
Morningstar Investment Management
Illinois
$11M +$1.35M +24,786 +14%