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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 %
AAM
276
Advisors Asset Management
Colorado
$214K +$2.45K +46 +1%
KFGK
277
Keystone Financial Group (Kentucky)
Kentucky
$209K +$209K +3,929 New
CAC
278
Certified Advisory Corp
Florida
$206K +$4.79K +90 +2%
WP
279
WealthPLAN Partners
Nebraska
$204K -$69.9K -1,309 -26%
IWM
280
IHT Wealth Management
Illinois
$204K -$35.5K -667 -15%
APA
281
American Portfolios Advisors
New York
$200K -$18.1K -340 -8%
AA
282
Advisory Alpha
Michigan
$196K +$4.6K +86 +2%
IA
283
IFP Advisors
Florida
$181K +$132K +2,474 +266%
FA
284
Fortis Advisors
Pennsylvania
$170K +$152K +2,842 +819%
CFFP
285
Center for Financial Planning
Michigan
$146K +$146K +2,751 New
APWM
286
Atlas Private Wealth Management
New York
$130K +$130K +2,444 New
CF
287
Centaurus Financial
California
$124K -$95.9K -1,804 -44%
LWM
288
Liberty Wealth Management
California
$123K -$8.18K -154 -6%
MAM
289
Marquette Asset Management
Minnesota
$120K – – –
PFBT
290
Parkside Financial Bank & Trust
Missouri
$109K – – –
EFSCE
291
Enterprise Financial Services Corp (EFSC)
Missouri
$92K – – –
SMG
292
Spectrum Management Group
Indiana
$92K +$92K +1,721 New
ACA
293
Aptus Capital Advisors
Alabama
$90K +$90K +1,703 New
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
EIP
295
Ellis Investment Partners
Pennsylvania
$81K -$18.5K -352 -19%
CAAS
296
Capital Asset Advisory Services
Michigan
$81K +$81K +1,508 New
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$78K +$27.9K +526 +56%
GI
298
Gradient Investments
Minnesota
$73K +$64.5K +1,208 +755%
FCA
299
FinTrust Capital Advisors
South Carolina
$64K +$18.2K +343 +40%
HPC
300
HM Payson & Co
Maine
$58K -$3.57K -67 -6%
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