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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

319 hedge funds and large institutions have $8.29B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
40
Increased
163
Reduced
75
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$157M
2
Victory Capital Management
Victory Capital Management
Texas
+$50.1M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$46.2M
4
Bank of America
Bank of America
North Carolina
+$44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.4M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$69.3M
2
AssetMark Inc
AssetMark Inc
California
-$37.7M
3
MNG
Manning & Napier Group
New York
-$34.1M
4
UBS AM
UBS AM
Illinois
-$31.9M
5
OFS
OneAscent Financial Services
Alabama
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
226
Two Sigma Securities
New York
$278K -$2.61K -49 -0.9%
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$274K +$19.9K +374 +8%
GIA
228
Gladstone Institutional Advisory
Florida
$273K -$2.77K -52 -1%
WP
229
WealthPLAN Partners
Nebraska
$272K +$27K +508 +11%
CFS
230
Cannon Financial Strategists
Georgia
$270K +$5.17K +97 +2%
SAMC
231
Spectrum Asset Management (California)
California
$255K +$14.9K +279 +6%
CAN
232
Cetera Advisor Networks
California
$253K -$10.4K -196 -4%
CC
233
Courier Capital
New York
$251K – – –
SCA
234
Snowden Capital Advisors
New York
$248K +$248K +4,653 New
CBFP
235
Cedar Brook Financial Partners
Ohio
$242K -$20K -376 -8%
IWM
236
IHT Wealth Management
Illinois
$240K +$240K +4,501 New
CC
237
Cedar Capital
Illinois
$240K +$240K +4,501 New
DADC
238
D.A. Davidson & Co
Montana
$234K +$234K +4,400 New
MNBTD
239
Moody National Bank Trust Division
Texas
$231K +$16.4K +308 +8%
BWA
240
BDO Wealth Advisors
Florida
$230K +$230K +4,320 New
LJAC
241
L.J. Altfest & Co
New York
$227K +$1.6K +30 +0.7%
DIP
242
DT Investment Partners
Pennsylvania
$222K +$6.6K +124 +3%
VCM
243
Vivaldi Capital Management
Illinois
$221K +$221K +4,144 New
CF
244
Centaurus Financial
California
$220K +$112K +2,098 +103%
APA
245
American Portfolios Advisors
New York
$218K -$110K -2,064 -33%
EWA
246
EP Wealth Advisors
California
$217K +$217K +4,068 New
AAM
247
Advisors Asset Management
Colorado
$212K -$24.7K -462 -10%
GRP
248
Global Retirement Partners
California
$210K +$33.4K +628 +19%
RFN
249
RDA Financial Network
Iowa
$210K +$210K +3,938 New
GSWM
250
Golden State Wealth Management
California
$208K +$585 +11 +0.3%
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