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Vanguard Mortgage-Backed Securities ETF

120 hedge funds and large institutions have $1.84B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
3.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
20
Increased
51
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$619M 11,573,529 +519,387 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$207M 3,867,131 +206,182 +6%
MFRM
3
Milliman Financial Risk Management
Illinois
$159M 2,967,911
Bank of America
4
Bank of America
North Carolina
$127M 2,384,392 +552,002 +30%
Ameriprise
5
Ameriprise
Minnesota
$74.8M 1,398,755 +549,969 +65%
LNC
6
Lincoln National Corp
Pennsylvania
$61M 1,140,173 +42,534 +4%
UBS Group
7
UBS Group
Switzerland
$55.2M 1,031,891 +903,060 +701%
RFS
8
Rockefeller Financial Services
New York
$51.5M 963,011 -18,749 -2%
MG
9
Mather Group
Illinois
$38.6M 722,802 +63,536 +10%
WI
10
WBI Investments
New Jersey
$35.8M 669,464 +266,420 +66%
LPL Financial
11
LPL Financial
California
$33.9M 634,051 -29,920 -5%
AssetMark Inc
12
AssetMark Inc
California
$32.9M 615,223 -544,406 -47%
UBS AM
13
UBS AM
Illinois
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$26.6M 497,569 +55,740 +13%
PAS
15
Park Avenue Securities
New York
$22.5M 422,399 -987 -0.2%
Wells Fargo
16
Wells Fargo
California
$17.1M 320,031 -757 -0.2%
IH
17
IFC Holdings
Florida
$16.8M 314,425 +16,808 +6%
RJA
18
Raymond James & Associates
Florida
$15.5M 289,517 +47,388 +20%
SI
19
SII Investments
Wisconsin
$13.1M 245,496 +15,876 +7%
Morgan Stanley
20
Morgan Stanley
New York
$12.8M 240,253 +71,853 +43%
BAAM
21
Baker Avenue Asset Management
California
$11M 206,339 -4,050 -2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$10.3M 191,730 +9,904 +5%
AIM
23
Acropolis Investment Management
Missouri
$9.37M 175,170 +170,405 +3,576%
ST
24
Spinnaker Trust
Maine
$8M 149,507 -49 -0%
AA
25
Advisory Alpha
Michigan
$7.99M 149,362 -5,842 -4%