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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 %
WIA
251
World Investment Advisors
California
$281K +$281K +5,294 New
AA
252
AlphaMark Advisors
Kentucky
$279K +$242K +4,550 +650%
TA
253
TFG Advisers
Michigan
$277K +$73.7K +1,390 +36%
BWA
254
Beam Wealth Advisors
Louisiana
$273K +$273K +5,128 New
ECA
255
Elevated Capital Advisors
Utah
$273K +$273K +5,136 New
PA
256
Parallel Advisors
California
$261K +$88K +1,657 +51%
CGFA
257
Colton Groome Financial Advisors
North Carolina
$259K -$25.6K -482 -9%
SP
258
Successful Portfolios
Florida
$259K +$259K +4,870 New
W
259
WealthOne
New York
$253K +$253K +4,767 New
CC
260
Courier Capital
New York
$251K – – –
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$245K -$29.3K -550 -11%
CC
262
Cedar Capital
Illinois
$245K +$6K +113 +3%
NRI
263
NFP Retirement Inc
California
$245K +$245K +4,601 New
HAS
264
HBW Advisory Services
California
$242K +$242K +4,537 New
MNBTD
265
Moody National Bank Trust Division
Texas
$240K +$10K +188 +4%
SAMC
266
Spectrum Asset Management (California)
California
$239K -$14.8K -279 -6%
RT
267
Rockland Trust
Massachusetts
$237K -$6.18M -116,339 -96%
DADC
268
D.A. Davidson & Co
Montana
$234K – – –
EAMA
269
EFG Asset Management (Americas)
Florida
$231K +$231K +4,352 New
LJAC
270
L.J. Altfest & Co
New York
$228K +$905 +17 +0.4%
William Blair & Company
271
William Blair & Company
Illinois
$228K +$38.9K +730 +21%
SFS
272
Sowell Financial Services
Arkansas
$226K +$183K +3,451 +431%
DIP
273
DT Investment Partners
Pennsylvania
$222K +$213 +4 +0.1%
AP
274
Appleton Partners
Massachusetts
$221K +$221K +4,165 New
EWA
275
EP Wealth Advisors
California
$216K -$799 -15 -0.4%
9 10
11
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