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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
SEI Investments
76
SEI Investments
Pennsylvania
$365K +$340K +6,409 +1,233%
NC
77
NewSquare Capital
Pennsylvania
$360K +$180K +3,393 +99%
SFPM
78
Sensible Financial Planning & Management
Massachusetts
$355K
SWP
79
Stratos Wealth Partners
Ohio
$344K +$74.1K +1,394 +27%
UFA
80
US Financial Advisors
Massachusetts
$339K +$29.1K +548 +9%
US Bancorp
81
US Bancorp
Minnesota
$317K -$13.8K -259 -4%
RIL
82
Rothschild Investment LLC
Illinois
$316K
AIM
83
Advantage Investment Management
Iowa
$272K +$195K +3,672 +248%
RCAG
84
Rehmann Capital Advisory Group
Michigan
$265K +$5.1K +96 +2%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$257K -$59.7K -1,124 -19%
PPA
86
Parametric Portfolio Associates
Washington
$254K
AIM
87
Acropolis Investment Management
Missouri
$251K +$17K +320 +7%
GC
88
Garde Capital
Washington
$243K +$245K +4,610 New
BOH
89
Bank of Hawaii
Hawaii
$237K +$239K +4,501 New
YP
90
Yellowstone Partners
Idaho
$230K -$30.9K -582 -12%
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$209K +$211K +3,968 New
AP
92
Atwood & Palmer
Missouri
$180K
SAM
93
Shamrock Asset Management
Texas
$165K +$166K +3,133 New
DADC
94
D.A. Davidson & Co
Montana
$144K +$144K +2,713 +7,536%
DSC
95
Duncker Streett & Co
Missouri
$133K
MFW
96
Mosaic Family Wealth
Missouri
$110K +$111K +2,087 New
MA
97
MUFG Americas
New York
$67K +$67K +1,262 New
FMII
98
Farmers & Merchants Investments Inc
Nebraska
$57K
WT
99
Whittier Trust
California
$56K
JIC
100
Joel Isaacson & Co
New York
$53K