We are live on ! Find out more
VMBS icon

Vanguard Mortgage-Backed Securities ETF

87 hedge funds and large institutions have $1.34B invested in Vanguard Mortgage-Backed Securities ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $832M → $1.34B (+$507M)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

4% more funds holding

Funds holding: 8487 (+3)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
2.34%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.3%
New
12
Increased
35
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$62K -$5.11K -96 -8%
FMII
77
Farmers & Merchants Investments Inc
Nebraska
$57K
WT
78
Whittier Trust
California
$56K +$3.99K +75 +8%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$36K +$36.7K +690 New
RCG
80
Ruggie Capital Group
Florida
$31K +$31.4K +591 New
BCM
81
Blume Capital Management
California
$25K
UFA
82
US Financial Advisors
Massachusetts
$21K +$20.7K +390 New
MFS
83
MSI Financial Services
Massachusetts
$16K -$4.63K -87 -22%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$9K
WRM
85
Westport Resources Management
Connecticut
$8K
Citigroup
86
Citigroup
New York
$5K +$5.53K +104 New
DADC
87
D.A. Davidson & Co
Montana
$1K +$1.92K +36 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69 +$266 +5 +0.4%
HI
89
Horizon Investments
North Carolina
-$10.1M -189,918 Closed
BCM
90
Bluefin Capital Management
New York
-$2.08M -38,984 Closed
AIM
91
Advantage Investment Management
Iowa
-$410K -7,667 Closed
Goldman Sachs
92
Goldman Sachs
New York
-$251K -4,695 Closed
CONA
93
Capital One National Association
New York
-$227K -4,255 Closed
FA
94
FDx Advisors
Illinois
-$213K -4,000 Closed
WP
95
WealthPLAN Partners
Nebraska
-$42K -788 Closed
IFA
96
Interactive Financial Advisors
Illinois
-$33K -623 Closed
WAS
97
Winch Advisory Services
Wisconsin
-$3K -52 Closed