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Vanguard Mortgage-Backed Securities ETF

411 hedge funds and large institutions have $9.91B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 212 increasing their positions, 86 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 86

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

8% more capital invested

Capital invested by funds: $9.19B → $9.91B (+$726M)

3.8% more ownership

Funds ownership: 80.51%84.31% (+3.8%)

3% more funds holding

Funds holding: 400411 (+11)

0% more funds holding in top 10

Funds holding in top 10: 3939 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $262K

Holders
411
Holders Change
+11
Holders Change %
+2.75%
% of All Funds
8.29%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
58
Increased
212
Reduced
86
Closed
42
Calls
Puts
$262K
Net Calls
-$262K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
76
TCV Trust & Wealth Management
Virginia
$10.9M +$1.4M +25,816 +15%
PAS
77
Park Avenue Securities
New York
$10.6M +$295K +5,429 +3%
AllianceBernstein
78
AllianceBernstein
Tennessee
$10.2M -$357K -6,569 -3%
BBNA
79
Bremer Bank National Association
Minnesota
$9.92M +$202K +3,712 +2%
ETC
80
Exchange Traded Concepts
Oklahoma
$9.67M +$9.69M +178,236 New
TCWA
81
Ten Capital Wealth Advisors
Washington
$9.6M +$9.61M +176,923 New
BRWA
82
B. Riley Wealth Advisors
Florida
$9.17M +$483K +8,897 +6%
GWMIA
83
Global Wealth Management Investment Advisory
Florida
$8.96M +$618K +11,378 +7%
CFG
84
Citizens Financial Group
Rhode Island
$8.91M +$1.91M +35,147 +27%
FI
85
Financial Insights
Washington
$8.52M +$7.27M +133,732 +574%
CST
86
Charles Schwab Trust
Nevada
$8.47M +$192K +3,529 +2%
SIA
87
Sovereign Investment Advisors
Arizona
$8.41M +$32.9K +606 +0.4%
CM
88
Columbus Macro
Pennsylvania
$8.32M -$1.4M -25,820 -14%
FAAS
89
First Allied Advisory Services
California
$8.08M -$450K -8,274 -5%
CFGS
90
Concourse Financial Group Securities
Alabama
$8.02M +$608K +11,198 +8%
Victory Capital Management
91
Victory Capital Management
Texas
$7.99M
RIG
92
RiverFront Investment Group
Virginia
$7.91M +$511K +9,408 +7%
MMA
93
Miracle Mile Advisors
California
$7.62M +$7.63M +140,425 New
Betterment LLC
94
Betterment LLC
New York
$7.29M +$1.15M +21,091 +19%
CW
95
CreativeOne Wealth
Kansas
$7.26M +$1.37M +25,212 +23%
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$7.11M +$66.8K +1,230 +0.9%
BHWM
97
Bay Harbor Wealth Management
Maryland
$6.93M +$319K +5,873 +5%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$6.55M +$596K +10,964 +10%
FHA
99
First Horizon Advisors
Tennessee
$6.54M +$557K +10,257 +9%
SFA
100
Sequoia Financial Advisors
Ohio
$6.54M +$3.7M +68,015 +130%