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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

311 hedge funds and large institutions have $7.83B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 85 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
6.77%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
45
Increased
144
Reduced
85
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.38B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.46B
3
CIM
3
Centersquare Investment Management
Pennsylvania
$83M
4
AWM
4
AE Wealth Management
Kansas
$61.5M
5
AI
5
Atria Investments
North Carolina
$62.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$182M
2
UBS AM
2
UBS AM
Illinois
$31.9M
3
MNG
3
Manning & Napier Group
New York
$34.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$98.5M
5
Wells Fargo
5
Wells Fargo
California
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Allworth Financial
California
$3K +$3K +60 New
RFM
302
Royal Fund Management
Florida
$3K +$3K +64 New
FMP
303
Financial Management Professionals
Texas
$2K – – –
LHC
304
Little House Capital
Massachusetts
$1.75K -$38 -717 -2%
GEA
305
Glen Eagle Advisors
New Jersey
$1.37K – – –
TPWA
306
TRUE Private Wealth Advisors
Oregon
$1K +$1K +22 New
TWA
307
TCI Wealth Advisors
Arizona
$1K +$1K +23 New
UWM
308
USAdvisors Wealth Management
Minnesota
$209 +$209 +3,951 New
WIM
309
Westside Investment Management
California
$4 +$4 +82 New
BFA
310
Beaumont Financial Advisors
Massachusetts
– -$3.46M -65,991 Closed
HPC
311
Hobart Private Capital
North Carolina
– -$1.48M -28,299 Closed
FWM
312
Frontier Wealth Management
Missouri
– -$1.39M -26,443 Closed
LNWWM
313
Laird Norton Wetherby Wealth Management
California
– -$1.25M -23,850 Closed
W
314
WealthOne
New York
– -$808K -15,435 Closed
Franklin Resources
315
Franklin Resources
California
– -$701K -13,390 Closed
Susquehanna International Group
316
Susquehanna International Group
Pennsylvania
– -$476K -9,092 Closed
DADC
317
D.A. Davidson & Co
Montana
– -$462K -8,833 Closed
CMO
318
Covenant Multifamily Offices
Texas
– -$418K -7,988 Closed
PPP
319
Private Portfolio Partners
New Jersey
– -$325K -6,202 Closed
CFG
320
CMC Financial Group
Georgia
– -$221K -4,213 Closed
CA
321
Cetera Advisors
Colorado
– -$169K -3,225 Closed
MFW
322
Mosaic Family Wealth
Missouri
– -$89K -1,707 Closed
DWM
323
Destination Wealth Management
California
– -$31K -588 Closed
GAM
324
Gemmer Asset Management
California
– -$26K -505 Closed
RFC
325
Regions Financial Corp
Alabama
– -$15K -279 Closed
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13
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