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icono de VMBS

Vanguard Mortgage-Backed Securities ETF
VMBS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 755 M +USD 68.9 M +1,280,749 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 266 M +USD 34.1 M +633,105 +15%
Bank of America
3
Bank of America
North Carolina
USD 197 M +USD 28.9 M +536,067 +17%
Milliman Financial Risk Management
4
Milliman Financial Risk Management
Illinois
USD 160 M – – –
IndexIQ Advisors
5
IndexIQ Advisors
New York
USD 94.1 M +USD 51 M +947,245 +119%
UBS Group
6
UBS Group
Switzerland
USD 71.8 M +USD 6.2 M +115,230 +9%
Lincoln National Corp
7
Lincoln National Corp
Pennsylvania
USD 69.5 M +USD 2.79 M +51,800 +4%
Valmark Advisers
8
Valmark Advisers
Ohio
USD 64.8 M +USD 480 k +8,920 +0.7%
Rockefeller Financial Services
9
Rockefeller Financial Services
New York
USD 58.5 M +USD 15.1 M +280,111 +35%
United Services Automobile Association
10
United Services Automobile Association
Texas
USD 43.6 M – – –
Mather Group
11
Mather Group
Illinois
USD 43.5 M +USD 2.28 M +42,382 +6%
AssetMark Inc
12
AssetMark Inc
California
USD 40.9 M +USD 4.46 M +82,963 +12%
Ameriprise
13
Ameriprise
Minnesota
USD 40.8 M +USD 15.7 M +291,922 +63%
KeyBank National Association
14
KeyBank National Association
Ohio
USD 37.4 M +USD 10.4 M +193,423 +39%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
USD 36.4 M +USD 3.83 M +71,133 +12%
WBI Investments
16
WBI Investments
New Jersey
USD 36 M +USD 1.33 M +24,638 +4%
Cambridge Associates
17
Cambridge Associates
Massachusetts
USD 33.2 M +USD 5.01 M +93,011 +18%
UBS AM
18
UBS AM
Illinois
USD 32.2 M – – –
Wells Fargo
19
Wells Fargo
California
USD 28.6 M -USD 240 k -4,459 -0.8%
Acropolis Investment Management
20
Acropolis Investment Management
Missouri
USD 27.7 M +USD 4.22 M +78,324 +18%
BlackRock
21
BlackRock
New York
USD 27.1 M +USD 27 M +501,879 +1,003,758%
LPL Financial
22
LPL Financial
California
USD 23.5 M +USD 4.57 M +84,947 +24%
Park Avenue Securities
23
Park Avenue Securities
New York
USD 23.4 M +USD 186 k +3,449 +0.8%
United Capital Financial Advisors
24
United Capital Financial Advisors
Texas
USD 23.3 M +USD 22.5 M +417,280 +2,834%
IFC Holdings
25
IFC Holdings
Florida
USD 21.3 M +USD 1.72 M +31,997 +9%
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