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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

372 hedge funds and large institutions have $8.84B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+53
Holders Change %
+16.61%
% of All Funds
7.35%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.67%
New
87
Increased
177
Reduced
72
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$1.53B
3
AssetMark Inc
3
AssetMark Inc
California
$212M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$699M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$35.2M
2
UBS AM
2
UBS AM
Illinois
$32.5M
3
IA
3
IndexIQ Advisors
New York
$13.3M
4
MFM
4
MD Financial Management
Ontario, Canada
$67.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$381K -$4.36K -82 -1%
RDWM
227
Red Door Wealth Management
Tennessee
$370K +$370K +6,925 New
DP
228
Dearborn Partners
Illinois
$356K – – –
Fidelity Investments
229
Fidelity Investments
Massachusetts
$354K +$44.8K +843 +15%
FM
230
Foster & Motley
Ohio
$346K +$346K +6,514 New
Lido Advisors
231
Lido Advisors
California
$340K +$340K +6,386 New
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$336K +$218K +4,108 +185%
DI
233
Disciplined Investments
Oklahoma
$333K +$333K +6,260 New
FFN
234
Focus Financial Network
Minnesota
$332K +$1.91K +36 +0.6%
BSB
235
Bangor Savings Bank
Maine
$332K -$73.3K -1,377 -18%
AA
236
Alesco Advisors
New York
$330K -$853K -16,020 -72%
BWA
237
BDO Wealth Advisors
Florida
$330K +$100K +1,891 +44%
Cerity Partners
238
Cerity Partners
New York
$321K +$4.95K +93 +2%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$316K +$7.29K +137 +2%
Comerica Bank
240
Comerica Bank
Texas
$315K -$25.6K -478 -8%
FSC
241
Full Sail Capital
Oklahoma
$312K – – –
GC
242
Garde Capital
Washington
$310K – – –
DAS
243
Dynamic Advisor Solutions
Arizona
$307K -$184K -3,463 -37%
GIA
244
Gladstone Institutional Advisory
Florida
$305K +$32.3K +608 +12%
JPMorgan Chase & Co
245
JPMorgan Chase & Co
New York
$302K +$9.75K +183 +3%
CAN
246
Cetera Advisor Networks
California
$293K +$42.7K +809 +17%
BAM
247
Belpointe Asset Management
Nevada
$292K +$2.34K +44 +0.8%
SCA
248
Snowden Capital Advisors
New York
$289K +$41.1K +773 +17%
AAMA
249
Advanced Asset Management Advisors
Ohio
$287K +$4.73K +89 +2%
GRP
250
Global Retirement Partners
California
$283K +$72.7K +1,366 +35%
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10
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