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Vanguard Mortgage-Backed Securities ETF

87 hedge funds and large institutions have $1.34B invested in Vanguard Mortgage-Backed Securities ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
2.35%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.3%
New
12
Increased
35
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$491M 9,299,844 +8,824,496 +1,856%
AUIM
2
Aegon USA Investment Management
Iowa
$176M 3,299,287 -330,189 -9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$111M 2,095,660 +382,375 +22%
Bank of America
4
Bank of America
North Carolina
$71M 1,343,018 -436,206 -25%
WI
5
WBI Investments
New Jersey
$67.8M 1,283,621 +509,747 +66%
LNC
6
Lincoln National Corp
Pennsylvania
$57.2M 1,083,459 +75,575 +7%
RFS
7
Rockefeller Financial Services
New York
$51.9M 981,679 +317,734 +48%
AssetMark Inc
8
AssetMark Inc
California
$45.3M 857,751 +143,437 +20%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$22.6M 427,661 +58,334 +16%
PAS
10
Park Avenue Securities
New York
$21.8M 414,656 +22,780 +6%
IH
11
IFC Holdings
Florida
$15.1M 286,151 +30,739 +12%
MAA
12
Managed Account Advisors
New Jersey
$13.7M 259,101 +48,757 +23%
Wells Fargo
13
Wells Fargo
California
$13.2M 249,893 -6,650 -3%
Allianz Asset Management
14
Allianz Asset Management
Germany
$12.7M 241,000 -45,000 -16%
SI
15
SII Investments
Wisconsin
$11M 209,058 +13,909 +7%
BAAM
16
Baker Avenue Asset Management
California
$10.2M 192,377 -4,253 -2%
RJA
17
Raymond James & Associates
Florida
$8.63M 163,410 +38,550 +31%
AA
18
Advisory Alpha
Michigan
$8.02M 151,781 -2,083 -1%
AIG
19
American International Group
New York
$7.43M 140,649 +49,188 +54%
WF
20
WealthTrust Fairport
Ohio
$7.3M 138,093 -31,803 -19%
Morgan Stanley
21
Morgan Stanley
New York
$6.98M 132,010 -2,854 -2%
FA
22
FC Advisory
Pennsylvania
$6.28M 118,857 -1,828 -2%
LG
23
Laidlaw Group
New York
$6.24M 118,075 +5,690 +5%
LPL Financial
24
LPL Financial
California
$5.99M 113,430 +13,799 +14%
NPC
25
National Planning Corporation
California
$5.95M 111,918 -19,216 -15%