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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 %
VFA
301
Valeo Financial Advisors
Indiana
$7K -$42.3K -803 -86%
FHA
302
Flagship Harbor Advisors
Massachusetts
$7K -$893 -19 -11%
AWM
303
AllSquare Wealth Management
New York
$7K – – –
EAM
304
Eukles Asset Management
Ohio
$7K – – –
SWP
305
Strategic Wealth Partners
Ohio
$5.39K +$2.11K +94 +64%
1NWS
306
1 North Wealth Services
Maryland
$5K +$5K +102 New
1IA
307
1834 Investment Advisors
Wisconsin
$4K -$20.4K -378 -84%
JFA
308
JNBA Financial Advisors
Minnesota
$4K – – –
CAN
309
Claraphi Advisory Network
United States
$4K +$4K +75 New
AF
310
Allworth Financial
California
$3K – – –
LFG
311
Larson Financial Group
Missouri
$3K – – –
TFGT
312
TS Financial Group (TSFG)
Illinois
$3K – – –
FMP
313
Financial Management Professionals
Texas
$2K – – –
RAM
314
Riggs Asset Management
Pennsylvania
$2K – – –
CFN
315
Cordasco Financial Network
Florida
$2K +$2K +38 New
GEA
316
Glen Eagle Advisors
New Jersey
$1.39K – – –
TWA
317
TCI Wealth Advisors
Arizona
$1K – – –
KFS
318
Kelly Financial Services
Massachusetts
$852 +$852 +16 New
UB
319
UMB Bank
Missouri
$243 +$243 +4,558 New
CIA
320
Cascade Investment Advisors
Oregon
$160 +$160 +3 New
USAA
321
United Services Automobile Association
Texas
– -$69.3M -1,311,000 Closed
OFS
322
OneAscent Financial Services
Alabama
– -$22.9M -433,302 Closed
MWM
323
Merriman Wealth Management
Washington
– -$78.1K -148,208 Closed
FA
324
FDx Advisors
Illinois
– -$440K -8,329 Closed
OMC
325
Old Mission Capital
Illinois
– -$430K -8,145 Closed
10 11 12
13
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