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Vanguard Mortgage-Backed Securities ETF

129 hedge funds and large institutions have $2.16B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $1.84B → $2.16B (+$329M)

8% more funds holding

Funds holding: 120129 (+9)

Holders
129
Holders Change
+9
Holders Change %
+7.5%
% of All Funds
3.44%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
24
Increased
50
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$234K +$232K +4,338 New
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$204K -$10.3K -192 -5%
BAAM
103
Baker Avenue Asset Management
California
$200K -$10.8M -202,619 -98%
DSC
104
Duncker Streett & Co
Missouri
$136K
Creative Planning
105
Creative Planning
Kansas
$130K +$119K +2,223 +1,134%
MFW
106
Mosaic Family Wealth
Missouri
$113K
SAM
107
Shamrock Asset Management
Texas
$99K -$68.4K -1,277 -41%
ASN
108
Advisory Services Network
Georgia
$91K -$125K -2,332 -58%
FMII
109
Farmers & Merchants Investments Inc
Nebraska
$59K
CCM
110
Cribstone Capital Management
Maine
$59K +$58.4K +1,091 New
WT
111
Whittier Trust
California
$57K
JIC
112
Joel Isaacson & Co
New York
$54K
BCM
113
Blume Capital Management
California
$26K
Citigroup
114
Citigroup
New York
$23K +$16.9K +315 +303%
BC
115
Bartlett & Co
Ohio
$21K +$14.5K +270 +216%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$19K +$3.37K +63 +22%
MAM
117
Meeder Asset Management
Ohio
$16K -$6.42K -120 -29%
SIM
118
Sonora Investment Management
Arizona
$13K +$13K +242 New
MFS
119
MSI Financial Services
Massachusetts
$10K -$964 -18 -9%
NFG
120
Next Financial Group
Texas
$8K
WRM
121
Westport Resources Management
Connecticut
$8K
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$5K
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.09K +95 New
BlackRock
124
BlackRock
New York
$3K
AA
125
AlphaMark Advisors
Kentucky
$3K +$2.62K +49 New