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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 %
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
– -$566K -11,101 Closed
CA
277
Cetera Advisors
Colorado
– -$390K -7,636 Closed
FA
278
FDx Advisors
Illinois
– -$276K -5,421 Closed
RCAG
279
Rehmann Capital Advisory Group
Michigan
– -$250K -4,896 Closed
LJAC
280
L.J. Altfest & Co
New York
– -$237K -4,648 Closed
AWM
281
Altium Wealth Management
New York
– -$230K -4,517 Closed
SFWA
282
Summit Financial Wealth Advisors
Louisiana
– -$213K -4,232 Closed
LA
283
LVW Advisors
New York
– -$215K -4,219 Closed
LFAS
284
Level Four Advisory Services
Texas
– -$213K -4,178 Closed
RWM
285
Ritholtz Wealth Management
New York
– -$209K -4,104 Closed
HR
286
Howe & Rusling
New York
– -$197K -3,867 Closed
AA
287
Advisory Alpha
Michigan
– -$222K -2,806 Closed
VCM
288
Vigilant Capital Management
Maine
– -$131K -2,569 Closed
MPIA
289
Mountain Pacific Investment Advisers
Idaho
– -$92K -1,810 Closed
SFM
290
Signet Financial Management
New Jersey
– -$47K -912 Closed
WTC
291
WhitTier Trust Company
Nevada
– -$40K -790 Closed
JWA
292
JFS Wealth Advisors
Pennsylvania
– -$39K -767 Closed
AF
293
Allworth Financial
California
– -$20K -391 Closed
TPWA
294
TRUE Private Wealth Advisors
Oregon
– -$16.7K -327 Closed
SPIA
295
Steward Partners Investment Advisory
New York
– -$10K -200 Closed
WSTAM
296
Wilbanks Smith & Thomas Asset Management
Virginia
– -$10K -200 Closed
SWMG
297
Signature Wealth Management Group
Georgia
– -$6K -122 Closed
MWM
298
MinichMacGregor Wealth Management
New York
– -$5K -114 Closed
IFA
299
Interactive Financial Advisors
Illinois
– -$5K -90 Closed
CFD
300
Creative Financial Designs
Indiana
– -$4K -84 Closed
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