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Vanguard Mortgage-Backed Securities ETF

311 hedge funds and large institutions have $7.83B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 85 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
6.77%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
45
Increased
144
Reduced
85
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.46B 46,560,345 +3,485,953 +8%
Bank of America
2
Bank of America
North Carolina
$1.38B 26,160,830 +13,802,351 +112%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$623M 11,795,891 +393,484 +3%
Wells Fargo
4
Wells Fargo
California
$381M 7,215,869 -182,337 -2%
AssetMark Inc
5
AssetMark Inc
California
$182M 3,451,419 -1,571,522 -31%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$179M 3,387,598 +449,303 +15%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$146M 2,764,226 +437,805 +19%
LPL Financial
8
LPL Financial
California
$125M 2,359,390 +162,145 +7%
MG
9
Mather Group
Illinois
$113M 2,135,020 +111,327 +6%
LNC
10
Lincoln National Corp
Pennsylvania
$107M 2,023,008 +104,547 +5%
Stifel Financial
11
Stifel Financial
Missouri
$98.5M 1,869,486 -188,858 -9%
Fisher Asset Management
12
Fisher Asset Management
Washington
$96M 1,817,328 -13,571 -0.7%
CIM
13
Centersquare Investment Management
Pennsylvania
$83M 1,571,300 +1,571,300 New
MIS
14
Morningstar Investment Services
Illinois
$76.9M 1,455,356 +363,821 +33%
KeyBank National Association
15
KeyBank National Association
Ohio
$74.8M 1,415,798 -108,227 -7%
MFM
16
MD Financial Management
Ontario, Canada
$70.7M 1,338,331 +110,984 +9%
USAA
17
United Services Automobile Association
Texas
$69.3M 1,311,000
VA
18
Valmark Advisers
Ohio
$67.1M 1,270,413 -13,194 -1%
AI
19
Atria Investments
North Carolina
$62.3M 1,176,473 +681,996 +138%
AWM
20
AE Wealth Management
Kansas
$61.5M 1,164,022 +699,822 +151%
SS
21
Simplicity Solutions
Minnesota
$60.4M 1,143,429 +674,730 +144%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$58.2M 1,102,573 -172,880 -14%
AG
23
Advisor Group
Arizona
$57.7M 1,091,747 +32,670 +3%
Deutsche Bank
24
Deutsche Bank
Germany
$48.8M 922,787 +143,179 +18%
Morgan Stanley
25
Morgan Stanley
New York
$46.4M 878,793 +76,434 +10%