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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 %
1NWS
351
1 North Wealth Services
Maryland
$5K – – –
SFC
352
SYM Financial Corp
Indiana
$5K +$5K +95 New
EW
353
Element Wealth
Mississippi
$5K +$5K +103 New
LFG
354
Larson Financial Group
Missouri
$4K +$870 +15 +28%
AF
355
Allworth Financial
California
$4K +$1K +20 +33%
CWM
356
Cedar Wealth Management
California
$4K +$4K +75 New
RG
357
Retirement Group
California
$4K +$4K +75 New
EAM
358
Eukles Asset Management
Ohio
$3K -$2.95K -61 -50%
RAM
359
Riggs Asset Management
Pennsylvania
$3K – – –
TFGT
360
TS Financial Group (TSFG)
Illinois
$3K – – –
FMP
361
Financial Management Professionals
Texas
$2K – – –
CFN
362
Cordasco Financial Network
Florida
$2K – – –
WFMPM
363
Woodley Farra Manion Portfolio Management
Indiana
$2K +$2K +34 New
AWA
364
Arkadios Wealth Advisors
Georgia
$1.72K +$1.72K +32 New
GEA
365
Glen Eagle Advisors
New Jersey
$1.38K – – –
WQ
366
Wealth Quarterback
New Jersey
$1.27K +$1.27K +10,267 New
TWA
367
TCI Wealth Advisors
Arizona
$1K – – –
TCWM
368
Total Clarity Wealth Management
Illinois
$1K +$1K +10 New
SAM
369
S.A. Mason
Michigan
$1K +$1K +20 New
TPWA
370
TRUE Private Wealth Advisors
Oregon
$1K +$1K +22 New
SBL
371
Sargent Bickham Lagudis
Colorado
$1K +$1K +22 New
S
372
SignatureFD
Georgia
$1K +$1K +23 New
LS
373
Leelyn Smith
Illinois
$18 +$18 +339 New
Citadel Advisors
374
Citadel Advisors
Florida
– -$13.8M -259,397 Closed
ACM
375
Advisors Capital Management
New Jersey
– -$9.7M -182,046 Closed
12 13 14
15
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