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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
IA
176
IndexIQ Advisors
New York
$1.48M -$31.2M -574,203 -95%
Goldman Sachs
177
Goldman Sachs
New York
$1.48M +$621K +11,427 +72%
AA
178
AlphaMark Advisors
Kentucky
$1.46M +$381K +7,003 +35%
OWA
179
Outlook Wealth Advisors
Texas
$1.42M -$9.94K -183 -0.7%
PWM
180
Perigon Wealth Management
California
$1.41M +$290K +5,341 +26%
MAFM
181
Mid Atlantic Financial Management
Pennsylvania
$1.41M +$23.9K +439 +2%
SWM
182
SeaCrest Wealth Management
New York
$1.4M +$703K +12,934 +100%
GPA
183
Guidance Point Advisors
Massachusetts
$1.38M +$116K +2,137 +9%
FWM
184
Frontier Wealth Management
Missouri
$1.33M +$697K +12,818 +109%
MW
185
Marcum Wealth
Ohio
$1.3M -$313K -5,763 -19%
SAM
186
Secure Asset Management
Michigan
$1.28M -$210K -3,868 -14%
EH
187
Equitable Holdings
New York
$1.28M -$106K -1,951 -8%
CRWM
188
Castle Rock Wealth Management
California
$1.25M -$604K -11,110 -32%
PP
189
Paloma Partners
Connecticut
$1.25M +$380K +7,000 +44%
FSWA
190
Financial Synergies Wealth Advisors
Texas
$1.24M +$1.24M +22,867 New
CHAM
191
Clear Harbor Asset Management
Connecticut
$1.24M -$31K -570 -2%
CIC
192
Chilton Investment Company
Connecticut
$1.23M +$174K +3,193 +16%
BDS
193
Banco de Sabadell
Florida
$1.2M
WIC
194
Whitegate Investment Counselors
New Hampshire
$1.19M +$1.19M +21,880 New
EAM
195
Eagle Asset Management
Florida
$1.18M -$737K -13,570 -38%
MPW
196
MA Private Wealth
California
$1.11M +$9.4K +173 +0.9%
TCM
197
Tran Capital Management
California
$1.11M -$44K -810 -4%
SPC
198
Sigma Planning Corp
Michigan
$1.09M +$262K +4,820 +32%
TC
199
TownSquare Capital
Utah
$1.08M +$20.9K +385 +2%
C
200
Clearshares
New York
$1.08M +$1.08M +19,854 New