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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

311 hedge funds and large institutions have $7.83B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 85 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
6.77%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
45
Increased
144
Reduced
85
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.38B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.46B
3
CIM
3
Centersquare Investment Management
Pennsylvania
$83M
4
AWM
4
AE Wealth Management
Kansas
$61.5M
5
AI
5
Atria Investments
North Carolina
$62.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$182M
2
UBS AM
2
UBS AM
Illinois
$31.9M
3
MNG
3
Manning & Napier Group
New York
$34.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$98.5M
5
Wells Fargo
5
Wells Fargo
California
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
251
Enterprise Financial Services Corp (EFSC)
Missouri
$91K – – –
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
MWM
253
Merriman Wealth Management
Washington
$78.1K -$800 -1,517 -1%
HS
254
Horan Securities
United States
$76K +$212 +4 +0.3%
FCA
255
FinTrust Capital Advisors
South Carolina
$71K – – –
WT
256
Whittier Trust
California
$56K -$2.02K -38 -3%
VFA
257
Valeo Financial Advisors
Indiana
$49K +$44.2K +845 +929%
MA
258
MUFG Americas
New York
$39K -$8.53K -163 -18%
CFA
259
Camarda Financial Advisors
Florida
$39K – – –
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$30.1K +568 +336%
AA
261
AlphaMark Advisors
Kentucky
$37K +$37K +700 New
PB
262
Pinnacle Bancorp
Nebraska
$36K – – –
CFA
263
Carroll Financial Associates
North Carolina
$35K -$5.58K -107 -14%
JPLA
264
Joseph P. Lucia & Associates
New York
$34K -$1.33M -25,390 -98%
LWA
265
Lenox Wealth Advisors
New York
$29K – – –
EWM
266
Elmwood Wealth Management
California
$29K +$10.5K +200 +57%
WCM
267
Wealthcare Capital Management
Virginia
$27K – – –
AIM
268
Advantage Investment Management
Iowa
$26K -$365 -7 -1%
BCM
269
Blume Capital Management
California
$25K – – –
1IA
270
1834 Investment Advisors
Wisconsin
$24K +$24K +452 New
RCG
271
Ruggie Capital Group
Florida
$24K +$24K +455 New
S
272
SignatureFD
Georgia
$21K +$10.6K +196 +101%
CAC
273
Certified Advisory Corp
Florida
$21K +$21K +390 New
FBT
274
First Bank & Trust
South Dakota
$21K +$21K +393 New
FA
275
Fortis Advisors
Pennsylvania
$18K +$157 +3 +0.9%
9 10
11
12 13