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Vanguard Mortgage-Backed Securities ETF

157 hedge funds and large institutions have $3.45B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 34

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

12% more capital invested

Capital invested by funds: $3.1B → $3.45B (+$357M)

5% more funds holding

Funds holding: 150157 (+7)

7.14% less ownership

Funds ownership: 90.04%82.91% (-7.1%)

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
3.91%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
23
Increased
75
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
76
Citizens Financial Group
Rhode Island
$1.7M +$339K +6,434 +25%
FWIA
77
Fort Washington Investment Advisors
Ohio
$1.68M -$414K -7,847 -20%
BC
78
Bartlett & Co
Ohio
$1.63M +$357K +6,774 +28%
BTW
79
Boston Trust Walden
Massachusetts
$1.43M
GAM
80
Gould Asset Management
California
$1.27M +$129K +2,445 +11%
AA
81
Alesco Advisors
New York
$1.24M
QA
82
Quantitative Advantage
Minnesota
$1.23M -$3.31M -62,707 -73%
CHAM
83
Clear Harbor Asset Management
Connecticut
$1.16M -$30.1K -570 -3%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$996K +$91K +1,726 +10%
LNWWM
85
Laird Norton Wetherby Wealth Management
California
$973K -$223K -4,220 -19%
CCA
86
Checchi Capital Advisers
California
$903K
MCM
87
Millie Capital Management
California
$901K +$211K +3,995 +30%
Jane Street
88
Jane Street
New York
$888K +$890K +16,867 New
AC
89
AFAM Capital
Texas
$776K -$33.8K -641 -4%
OIA
90
OneDigital Investment Advisors
Kansas
$751K +$752K +14,265 New
APP
91
Avantax Planning Partners
Iowa
$729K -$19.5K -369 -3%
AB
92
AT Bancorp
Iowa
$722K
Betterment LLC
93
Betterment LLC
New York
$713K +$297K +5,637 +71%
ACM
94
Aviance Capital Management
Florida
$712K -$192K -3,648 -21%
PAG
95
Private Advisor Group
New Jersey
$686K -$12.9K -245 -2%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$644K +$645K +12,229 New
MML Investors Services
97
MML Investors Services
Massachusetts
$628K +$629K +11,927 New
AP
98
Appleton Partners
Massachusetts
$606K
US Bancorp
99
US Bancorp
Minnesota
$567K +$9.81K +186 +2%
RIA
100
Regal Investment Advisors
Michigan
$528K +$89.9K +1,704 +20%