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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
AEPG
101
American Economic Planning Group
New Jersey
$297K
WB
102
WesBanco Bank
West Virginia
$292K
BFPW
103
BOK Financial Private Wealth
Colorado
$286K +$285K +5,300 New
BOS
104
Bank of Stockton
California
$270K
EWM
105
Evercore Wealth Management
New York
$270K
RCAG
106
Rehmann Capital Advisory Group
Michigan
$267K +$5K +93 +2%
TTWM
107
TCV Trust & Wealth Management
Virginia
$239K -$107K -1,980 -31%
SS
108
Simplicity Solutions
Minnesota
$233K +$233K +4,326 New
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$209K +$4.14K +77 +2%
BC
110
Bartlett & Co
Ohio
$131K +$109K +2,025 +513%
DSC
111
Duncker Streett & Co
Missouri
$113K -$23.7K -440 -17%
MFW
112
Mosaic Family Wealth
Missouri
$113K
ASN
113
Advisory Services Network
Georgia
$93K +$2.26K +42 +2%
SAM
114
Shamrock Asset Management
Texas
$85K -$13.9K -258 -14%
MFS
115
MSI Financial Services
Massachusetts
$68K +$58.1K +1,080 +571%
CCM
116
Cribstone Capital Management
Maine
$59K
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$59K
WT
118
Whittier Trust
California
$57K
JIC
119
Joel Isaacson & Co
New York
$54K
Creative Planning
120
Creative Planning
Kansas
$40K -$90.5K -1,682 -70%
BCM
121
Blume Capital Management
California
$26K
MAM
122
Meeder Asset Management
Ohio
$19K +$3.12K +58 +20%
KF
123
Krilogy Financial
Missouri
$16K +$15.8K +294 New
ACM
124
Argentus Capital Management
Texas
$15K +$12.9K +239 +598%
NFG
125
Next Financial Group
Texas
$13K +$4.95K +92 +61%