VMBS icon

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 %
GWM
251
Geneos Wealth Management
Colorado
$4K -$166K -4,031 -98%
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$737 +14 +23%
JFA
253
JNBA Financial Advisors
Minnesota
$4K +$4K +77 New
RAM
254
Riggs Asset Management
Pennsylvania
$3K – – –
KPW
255
Kore Private Wealth
New York
$3K +$3K +54 New
LFG
256
Larson Financial Group
Missouri
$3K +$3K +54 New
TCM
257
Tradewinds Capital Management
Washington
$3K +$3K +64 New
FMP
258
Financial Management Professionals
Texas
$2K – – –
DWM
259
Doyle Wealth Management
Florida
$2K +$2K +30 New
WCM
260
WealthBridge Capital Management
Ohio
$2K +$2K +41 New
NA
261
NewEdge Advisors
Louisiana
$1.43K +$431 +8,367 +43%
GEA
262
Glen Eagle Advisors
New Jersey
$1.34K – – –
RFA
263
Reilly Financial Advisors
California
$1K -$3.82K -42 -79%
SF
264
Synovus Financial
Georgia
$1K – – –
S
265
SignatureFD
Georgia
$1K +$179 +5 +22%
Bessemer Group
266
Bessemer Group
New Jersey
$1K +$1K +18 New
KCM
267
Karp Capital Management
California
$1K +$1K +20 New
BOPW
268
Brandywine Oak Private Wealth
Pennsylvania
$1K +$1K +350 New
Schroder Investment Management Group
269
Schroder Investment Management Group
United Kingdom
$408 – – –
MWM
270
Merriman Wealth Management
Washington
– -$8.03M -157,514 Closed
RJFSA
271
Raymond James Financial Services Advisors
Florida
– -$5.83M -114,310 Closed
Manulife (Manufacturers Life Insurance)
272
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$4.32M -84,708 Closed
Mackenzie Financial
273
Mackenzie Financial
Ontario, Canada
– -$1.56M -30,669 Closed
CRC
274
Curi RMB Capital
Illinois
– -$1.51M -29,540 Closed
PWM
275
Paulson Wealth Management
Illinois
– -$1.23M -24,326 Closed
9 10
11
12 13