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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 %
TA
251
TFG Advisers
Michigan
$204K +$204K +3,831 New
CAC
252
Certified Advisory Corp
Florida
$201K +$180K +3,393 +870%
AA
253
Advisory Alpha
Michigan
$190K -$22.5K -422 -11%
William Blair & Company
254
William Blair & Company
Illinois
$189K +$1.49K +28 +0.8%
PA
255
Parallel Advisors
California
$173K -$158K -2,965 -48%
GWM
256
Geneos Wealth Management
Colorado
$135K +$318 +6 +0.2%
LWM
257
Liberty Wealth Management
California
$132K +$1.98K +37 +2%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$121K -$3.68K -69 -3%
MAM
259
Marquette Asset Management
Minnesota
$120K – – –
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$118K -$23.4K -440 -17%
PFBT
261
Parkside Financial Bank & Trust
Missouri
$109K +$4.51K +85 +4%
EIP
262
Ellis Investment Partners
Pennsylvania
$100K +$476 +9 +0.5%
EFSCE
263
Enterprise Financial Services Corp (EFSC)
Missouri
$93K – – –
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
HS
265
Horan Securities
United States
$77K +$268 +5 +0.3%
HPC
266
HM Payson & Co
Maine
$62K +$62K +1,156 New
BlackRock
267
BlackRock
New York
$56K -$12.7M -236,861 -100%
WT
268
Whittier Trust
California
$56K – – –
PFGIA
269
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$11K +209 +28%
IA
270
IFP Advisors
Florida
$49K +$49K +929 New
CFA
271
Carroll Financial Associates
North Carolina
$47K +$11.5K +217 +32%
FCA
272
FinTrust Capital Advisors
South Carolina
$46K -$25.6K -479 -36%
TFA
273
Transamerica Financial Advisors
Florida
$45K -$2.15M -39,818 -98%
SFS
274
Sowell Financial Services
Arkansas
$43K +$43K +800 New
MA
275
MUFG Americas
New York
$40K – – –
9 10
11
12 13