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icono de VMBS

Vanguard Mortgage-Backed Securities ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 684 M +USD 60.7 M +1,133,827 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 231 M +USD 22.8 M +426,465 +11%
Bank of America
3
Bank of America
North Carolina
USD 168 M +USD 39.5 M +738,101 +31%
Milliman Financial Risk Management
4
Milliman Financial Risk Management
Illinois
USD 160 M – – –
Lincoln National Corp
5
Lincoln National Corp
Pennsylvania
USD 66.5 M +USD 5.1 M +95,317 +8%
UBS Group
6
UBS Group
Switzerland
USD 65.4 M +USD 9.8 M +183,066 +18%
Valmark Advisers
7
Valmark Advisers
Ohio
USD 64.2 M +USD 63.8 M +1,192,258 Nuevas
United Services Automobile Association
8
United Services Automobile Association
Texas
USD 43.5 M +USD 43.3 M +808,200 Nuevas
Rockefeller Financial Services
9
Rockefeller Financial Services
New York
USD 43.2 M -USD 8.56 M -159,891 -17%
IndexIQ Advisors
10
IndexIQ Advisors
New York
USD 42.9 M +USD 42.6 M +795,997 Nuevas
Mather Group
11
Mather Group
Illinois
USD 41.1 M +USD 2.15 M +40,212 +6%
AssetMark Inc
12
AssetMark Inc
California
USD 36.4 M +USD 3.25 M +60,683 +10%
WBI Investments
13
WBI Investments
New Jersey
USD 34.6 M -USD 1.49 M -27,866 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 32.5 M +USD 5.69 M +106,330 +21%
UBS AM
15
UBS AM
Illinois
USD 31 M – – –
Wells Fargo
16
Wells Fargo
California
USD 28.8 M +USD 11.5 M +214,841 +67%
Cambridge Associates
17
Cambridge Associates
Massachusetts
USD 28.1 M +USD 28 M +522,533 Nuevas
KeyBank National Association
18
KeyBank National Association
Ohio
USD 26.9 M +USD 24.9 M +466,002 +1,371%
Ameriprise
19
Ameriprise
Minnesota
USD 25.1 M -USD 50 M -933,396 -67%
Acropolis Investment Management
20
Acropolis Investment Management
Missouri
USD 23.4 M +USD 13.9 M +259,305 +148%
Park Avenue Securities
21
Park Avenue Securities
New York
USD 23.1 M +USD 440 k +8,213 +2%
IFC Holdings
22
IFC Holdings
Florida
USD 19.5 M +USD 2.6 M +48,494 +15%
LPL Financial
23
LPL Financial
California
USD 19 M -USD 15.1 M -282,105 -44%
Raymond James & Associates
24
Raymond James & Associates
Florida
USD 18.3 M +USD 2.66 M +49,637 +17%
SII Investments
25
SII Investments
Wisconsin
USD 13.9 M +USD 693 k +12,942 +5%