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Vanguard Mortgage-Backed Securities ETF

131 hedge funds and large institutions have $2.53B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $2.16B → $2.53B (+$370M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2% more funds holding

Funds holding: 129131 (+2)

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
3.5%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
12
Increased
68
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
76
Allegis Investment Advisors
Idaho
$964K +$961K +17,856 New
FAAS
77
First Allied Advisory Services
California
$948K +$47.2K +877 +5%
BOH
78
Bank of Hawaii
Hawaii
$899K +$106K +1,967 +13%
CFG
79
Citizens Financial Group
Rhode Island
$879K -$207K -3,841 -19%
MCM
80
Millie Capital Management
California
$814K +$436K +8,100 +116%
Federated Hermes
81
Federated Hermes
Pennsylvania
$804K
DADC
82
D.A. Davidson & Co
Montana
$724K -$183K -3,394 -20%
GWM
83
Geneos Wealth Management
Colorado
$589K -$33.8K -628 -5%
LIM
84
Leavell Investment Management
Alabama
$546K -$242K -4,500 -31%
JHC
85
JFB Holdings Corp
Georgia
$528K -$22.3K -415 -4%
LA
86
LVW Advisors
New York
$513K +$2.8K +52 +0.6%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$503K +$41K +762 +9%
SWP
88
Stratos Wealth Partners
Ohio
$457K +$76.7K +1,426 +20%
IA
89
IFP Advisors
Florida
$444K -$284K -5,282 -39%
RIA
90
Regal Investment Advisors
Michigan
$439K +$25.9K +481 +6%
ST
91
Smithfield Trust
Pennsylvania
$434K
US Bancorp
92
US Bancorp
Minnesota
$422K -$27K -502 -6%
TAIM
93
TD Ameritrade Investment Management
Nebraska
$419K +$59.7K +1,109 +17%
CA
94
Cambridge Advisors
Nebraska
$406K +$54 +1 +0%
WCM
95
Weatherstone Capital Management
Colorado
$405K -$431K -8,004 -52%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$398K -$27.1K -503 -6%
GAM
97
Gould Asset Management
California
$396K -$18K -335 -4%
Millennium Management
98
Millennium Management
New York
$395K +$394K +7,312 New
JHIU
99
Janus Henderson Investors US
Colorado
$353K +$352K +6,539 New
SFPM
100
Sensible Financial Planning & Management
Massachusetts
$309K