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Vanguard Mortgage-Backed Securities ETF

266 hedge funds and large institutions have $6.01B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
5.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
60
Increased
92
Reduced
85
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
151
Next Financial Group
Texas
$715K +$715K +13,892 New
RA
152
Rational Advisors
New York
$710K +$283K +5,497 +66%
OIA
153
OneDigital Investment Advisors
Kansas
$695K +$695K +13,492 New
FTS
154
Fifth Third Securities
Ohio
$683K -$136K -2,650 -17%
IC
155
Innealta Capital
Texas
$676K +$676K +13,130 New
FWP
156
FAS Wealth Partners
Kansas
$660K +$660K +12,816 New
WB
157
WesBanco Bank
West Virginia
$641K +$97K +1,883 +18%
OC
158
Oppenheimer & Co
New York
$635K +$635K +12,336 New
AIM
159
AMI Investment Management
Indiana
$631K +$631K +12,250 New
BFA
160
Beaumont Financial Advisors
Massachusetts
$626K -$19.6K -381 -3%
WP
161
WealthShield Partners
North Carolina
$619K +$9.22K +179 +2%
PW
162
Peninsula Wealth
California
$539K +$96.8K +1,882 +22%
FFA
163
First Foundation Advisors
California
$514K +$93K +1,805 +22%
FA
164
Forefront Analytics
Pennsylvania
$509K -$387K -7,528 -43%
ST
165
Spinnaker Trust
Maine
$490K -$12.7M -246,554 -96%
AIC
166
Ameritas Investment Company
Nebraska
$486K +$486K +9,438 New
RI
167
Ridgewood Investments
New Jersey
$469K
RPG
168
Resource Planning Group
Georgia
$468K +$468K +9,083 New
PCG
169
Private Capital Group
Connecticut
$466K -$53K -1,029 -10%
RIA
170
Regal Investment Advisors
Michigan
$461K -$38.9K -755 -8%
IWC
171
Integrated Wealth Concepts
Massachusetts
$449K +$222K +4,310 +98%
JIC
172
Johnson Investment Counsel
Ohio
$443K +$443K +8,615 New
TC
173
Telemus Capital
Michigan
$408K +$408K +7,929 New
PPP
174
Private Portfolio Partners
New Jersey
$397K +$397K +7,706 New
CA
175
Cambridge Advisors
Nebraska
$386K