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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 %
P
326
Pitcairn
Pennsylvania
– -$372K -7,046 Closed
RCAG
327
Rehmann Capital Advisory Group
Michigan
– -$305K -5,765 Closed
MAU
328
MRA Associates USA
Arizona
– -$301K -5,693 Closed
JIC
329
Johnson Investment Counsel
Ohio
– -$267K -5,067 Closed
AP
330
Appleton Partners
Massachusetts
– -$218K -4,122 Closed
UWM
331
USAdvisors Wealth Management
Minnesota
– -$209 -3,951 Closed
Lido Advisors
332
Lido Advisors
California
– -$200K -3,796 Closed
SFG
333
SevenBridge Financial Group
Pennsylvania
– -$117K -2,224 Closed
DSC
334
Duncker Streett & Co
Missouri
– -$95K -1,805 Closed
CFA
335
Camarda Financial Advisors
Florida
– -$39K -742 Closed
RCG
336
Ruggie Capital Group
Florida
– -$24K -455 Closed
FBT
337
First Bank & Trust
South Dakota
– -$21K -393 Closed
S
338
SignatureFD
Georgia
– -$21K -390 Closed
FWM
339
Focused Wealth Management
New York
– -$10K -183 Closed
PCMK
340
Paragon Capital Management (Kansas)
Kansas
– -$9K -171 Closed
ME
341
McIlrath & Eck
Washington
– -$8K -157 Closed
SBL
342
Sargent Bickham Lagudis
Colorado
– -$7K -127 Closed
RWA
343
Redhawk Wealth Advisors
Minnesota
– -$4K -81 Closed
SQA
344
Simon Quick Advisors
New Jersey
– -$3.43K -65 Closed
RFM
345
Royal Fund Management
Florida
– -$3K -64 Closed
CB
346
CNB Bank
Pennsylvania
– -$3K -53 Closed
TA
347
TCG Advisors
Texas
– -$3K -50 Closed
TPWA
348
TRUE Private Wealth Advisors
Oregon
– -$1K -22 Closed
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