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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

297 hedge funds and large institutions have $6.54B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
297
Holders Change
+31
Holders Change %
+11.65%
% of All Funds
6.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
60
Increased
121
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$263M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.26B
3
Stifel Financial
3
Stifel Financial
Missouri
$108M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$44.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$40.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.99M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$647M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ST
301
Spinnaker Trust
Maine
– – -9,533 Closed
GAM
302
Gould Asset Management
California
– – -6,430 Closed
BAM
303
Belpointe Asset Management
Nevada
– – -6,041 Closed
DIP
304
DT Investment Partners
Pennsylvania
– – -5,461 Closed
AAS
305
Avantax Advisory Services
Texas
– – -5,246 Closed
CA
306
Continuum Advisory
Idaho
– – -5,087 Closed
SFS
307
Sowell Financial Services
Arkansas
– – -5,026 Closed
CWM
308
Connecticut Wealth Management
Connecticut
– – -4,808 Closed
TCM
309
TD Capital Management
Tennessee
$0 6 -2,201 -100%
TRCT
310
Tower Research Capital (TRC)
New York
– – -960 Closed
PCIA
311
Prime Capital Investment Advisors
Kansas
– – -912 Closed
ATC
312
Adirondack Trust Company
New York
– – -417 Closed
BOPW
313
Brandywine Oak Private Wealth
Pennsylvania
– – -350 Closed
MOS
314
MGO One Seven
Ohio
– – -235 Closed
HFM
315
Hartford Financial Management
Connecticut
– – -195 Closed
SWP
316
Strategic Wealth Partners
Ohio
– – -164 Closed
TCM
317
Tradewinds Capital Management
Washington
– – -64 Closed
WCM
318
WealthBridge Capital Management
Ohio
– – -41 Closed
DWM
319
Doyle Wealth Management
Florida
– – -30 Closed
KCM
320
Karp Capital Management
California
– – -20 Closed
Bessemer Group
321
Bessemer Group
New Jersey
– – -18 Closed
RFA
322
Reilly Financial Advisors
California
– – -11 Closed
SL
323
Salomon & Ludwin
Virginia
– – – –
Lazard Asset Management
324
Lazard Asset Management
New York
– – – –
Parallax Volatility Advisers
325
Parallax Volatility Advisers
California
$0 1 – –
10 11 12
13
14