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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 %
FPB
326
First PREMIER Bank
South Dakota
$25K – – –
JCM
327
Jacobi Capital Management
Pennsylvania
$25K +$9.55K +180 +62%
CMA
328
Cedar Mountain Advisors
Oregon
$25K +$25K +464 New
AF
329
Advisornet Financial
Minnesota
$23K – – –
HNB
330
Huntington National Bank
Ohio
$21K -$38K – –
VFA
331
Values First Advisors
Tennessee
$17K +$17K +331 New
WCG
332
Weaver Consulting Group
California
$16K – – –
AIC
333
Ameritas Investment Company
Nebraska
$15K +$15K +275 New
CHA
334
Carmichael Hill & Associates
Maryland
$15K +$15K +280 New
EI
335
Ellevest Inc
New York
$14K – – –
CAL
336
Capital Analysts LLC
Pennsylvania
$11K +$108 +2 +1%
MAWCM
337
Mine & Arao Wealth Creation & Management
California
$11K +$11K +213 New
GWM
338
Geneos Wealth Management
Colorado
$10K -$125K -2,359 -93%
CAGAS
339
Capital Advisory Group Advisory Services
Minnesota
$10K +$10K +183 New
SF
340
Synovus Financial
Georgia
$10K +$10K +190 New
KFS
341
Kelly Financial Services
Massachusetts
$7.06K +$6.21K +117 +731%
AWM
342
AllSquare Wealth Management
New York
$7K – – –
VFA
343
Valeo Financial Advisors
Indiana
$7K +$52 +1 +0.8%
SIC
344
Samalin Investment Counsel
New York
$7K +$7K +132 New
BB
345
Busey Bank
Illinois
$7K +$7K +136 New
BFC
346
Bedel Financial Consulting
Indiana
$6K -$277K -5,542 -98%
AIC
347
Archer Investment Corporation
Indiana
$6K -$9.5K -171 -61%
FHA
348
Flagship Harbor Advisors
Massachusetts
$6K -$1.64K -32 -21%
EWM
349
EPG Wealth Management
Georgia
$6K +$6K +121 New
IFWM
350
Institute for Wealth Management
Colorado
$6K +$6K +122 New
12 13
14
15 16