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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

266 hedge funds and large institutions have $6.01B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
5.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
60
Increased
92
Reduced
85
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.1B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$563M
3
Bank of America
Bank of America
North Carolina
$653M
4
Wells Fargo
Wells Fargo
California
$386M
5
AG
Advisor Group
Arizona
$57M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$1.14M
2
UBS AM
UBS AM
Illinois
$37.5M
3
Jane Street
Jane Street
New York
$10M
4
AWM
AE Wealth Management
Kansas
$1.08M
5
UCFA
United Capital Financial Advisors
Texas
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Elmwood Wealth Management
California
$37K – – –
PB
227
Pinnacle Bancorp
Nebraska
$35K +$35K +673 New
JPMorgan Chase & Co
228
JPMorgan Chase & Co
New York
$32K -$187K -3,631 -85%
GRP
229
Global Retirement Partners
California
$32K -$993 -19 -3%
LWA
230
Lenox Wealth Advisors
New York
$28K – – –
AIM
231
Advantage Investment Management
Iowa
$27K -$67.7K -1,294 -71%
WCM
232
Wealthcare Capital Management
Virginia
$27K – – –
CCM
233
Cribstone Capital Management
Maine
$27K – – –
BCM
234
Blume Capital Management
California
$25K – – –
ATC
235
Adirondack Trust Company
New York
$21K +$21K +417 New
Citigroup
236
Citigroup
New York
$18K – – –
EWM
237
Executive Wealth Management
Michigan
$17K +$17K +326 New
RFC
238
Regions Financial Corp
Alabama
$15K +$1.1K +22 +8%
GI
239
Gradient Investments
Minnesota
$14K +$14K +267 New
MOS
240
MGO One Seven
Ohio
$12K +$12K +235 New
HFM
241
Hartford Financial Management
Connecticut
$10K – – –
SWP
242
Strategic Wealth Partners
Ohio
$9K +$7.35K +134 +447%
FWM
243
Focused Wealth Management
New York
$9K +$9K +183 New
JCM
244
Jacobi Capital Management
Pennsylvania
$8K -$442 -9 -5%
AF
245
Advisornet Financial
Minnesota
$8K – – –
ME
246
McIlrath & Eck
Washington
$8K – – –
AWM
247
AllSquare Wealth Management
New York
$7K – – –
VFA
248
Valeo Financial Advisors
Indiana
$5K -$833 -15 -14%
SIS
249
Sound Income Strategies
Florida
$5K – – –
1NWS
250
1 North Wealth Services
Maryland
$5K +$5K +102 New
8 9
10
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