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Vanguard Mortgage-Backed Securities ETF

156 hedge funds and large institutions have $2.52B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

84.59% more ownership

Funds ownership: 0%84.59% (+85%)

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

19% more funds holding

Funds holding: 131156 (+25)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% less capital invested

Capital invested by funds: $2.53B → $2.52B (-$11.4M)

Holders
156
Holders Change
+25
Holders Change %
+19.08%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.33%
New
39
Increased
57
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
76
Millennium Management
New York
$1.21M +$843K +15,885 +217%
AIM
77
Advantage Investment Management
Iowa
$1.2M -$1.38K -26 -0.1%
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$1.19M
CHAM
79
Clear Harbor Asset Management
Connecticut
$1.03M -$32.6K -615 -3%
CFG
80
Citizens Financial Group
Rhode Island
$1.03M +$178K +3,360 +21%
GAM
81
Gould Asset Management
California
$1.02M +$648K +12,210 +166%
Citadel Advisors
82
Citadel Advisors
Florida
$964K +$978K +18,432 New
FAAS
83
First Allied Advisory Services
California
$936K +$17.1K +323 +2%
BOH
84
Bank of Hawaii
Hawaii
$915K +$45.3K +854 +5%
PAG
85
Private Advisor Group
New Jersey
$891K -$302K -5,688 -25%
CCA
86
Clearwater Capital Advisors
Illinois
$844K +$856K +16,126 New
Federated Hermes
87
Federated Hermes
Pennsylvania
$795K +$15.8K +297 +2%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$761K +$380K +7,169 +97%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$759K +$770K +14,518 New
GC
90
Garde Capital
Washington
$732K +$743K +13,994 New
AB
91
AT Bancorp
Iowa
$716K +$727K +13,702 New
APP
92
Avantax Planning Partners
Iowa
$716K +$727K +13,702 New
MCM
93
Millie Capital Management
California
$686K -$104K -1,955 -13%
BC
94
Bartlett & Co
Ohio
$685K +$567K +10,677 +441%
US Bancorp
95
US Bancorp
Minnesota
$592K +$187K +3,521 +45%
EIC
96
Equity Investment Corp
Georgia
$511K +$519K +9,780 New
AWM
97
AE Wealth Management
Kansas
$489K +$496K +9,355 New
LA
98
LVW Advisors
New York
$477K -$20.4K -385 -4%
RI
99
Ridgewood Investments
New Jersey
$465K +$473K +8,905 New
GWM
100
Geneos Wealth Management
Colorado
$454K -$118K -2,229 -20%