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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
$2.64B
2
Victory Capital Management
Victory Capital Management
Texas
$50.1M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$193M
4
Bank of America
Bank of America
North Carolina
$1.44B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$661M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$0
2
AssetMark Inc
AssetMark Inc
California
$146M
3
MNG
Manning & Napier Group
New York
$35.4M
4
UBS AM
UBS AM
Illinois
$32.5M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
276
Huntington National Bank
Ohio
$38K – – –
AA
277
AlphaMark Advisors
Kentucky
$37K – – –
PB
278
Pinnacle Bancorp
Nebraska
$37K +$896 +17 +2%
OIA
279
Optimum Investment Advisors
Illinois
$35K +$35K +656 New
Citigroup
280
Citigroup
New York
$31K +$15.3K +285 +97%
LWA
281
Lenox Wealth Advisors
New York
$30K +$270 +5 +0.9%
EWM
282
Elmwood Wealth Management
California
$29K – – –
JPLA
283
Joseph P. Lucia & Associates
New York
$27K -$8.1K -150 -23%
WCM
284
Wealthcare Capital Management
Virginia
$27K – – –
AIM
285
Advantage Investment Management
Iowa
$27K +$686 +13 +3%
BCM
286
Blume Capital Management
California
$25K – – –
FPB
287
First PREMIER Bank
South Dakota
$25K +$25K +470 New
AF
288
Advisornet Financial
Minnesota
$23K +$11K +210 +92%
APW
289
Acima Private Wealth
Virginia
$23K +$23K +443 New
HR
290
Howe & Rusling
New York
$20K +$20K +382 New
FA
291
Fortis Advisors
Pennsylvania
$18K +$104 +2 +0.6%
SIM
292
Sonora Investment Management
Arizona
$18K +$15.2K +280 +549%
FEG
293
Financial Enhancement Group
Indiana
$18K +$18K +341 New
WCG
294
Weaver Consulting Group
California
$16K – – –
JCM
295
Jacobi Capital Management
Pennsylvania
$15K +$4.38K +85 +41%
AIC
296
Archer Investment Corporation
Indiana
$15K +$6.99K +130 +87%
EI
297
Ellevest Inc
New York
$14K +$14K +268 New
CCM
298
Cribstone Capital Management
Maine
$13K – – –
CAL
299
Capital Analysts LLC
Pennsylvania
$10K +$50 +1 +0.5%
GI
300
Gradient Investments
Minnesota
$9K -$9.28K -165 -51%
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