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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 %
GM
376
GeoWealth Management
Illinois
– -$5.06M -95,006 Closed
Janus Henderson Group
377
Janus Henderson Group
United Kingdom
– -$2.82M -52,942 Closed
OIA
378
OneDigital Investment Advisors
Kansas
– -$388K -7,292 Closed
VAS
379
Vestmark Advisory Solutions
Massachusetts
– -$378K -7,094 Closed
MCP
380
Mirador Capital Partners
California
– -$344K -6,467 Closed
IC
381
Innealta Capital
Texas
– -$343K -6,444 Closed
EWM
382
Empirical Wealth Management
Washington
– -$296K -5,558 Closed
9WM
383
9258 Wealth Management
Ohio
– -$289K -5,420 Closed
TSS
384
Two Sigma Securities
New York
– -$278K -5,220 Closed
UB
385
UMB Bank
Missouri
– -$243 -4,558 Closed
VCM
386
Vivaldi Capital Management
Illinois
– -$221K -4,144 Closed
RFN
387
RDA Financial Network
Iowa
– -$210K -3,938 Closed
GSWM
388
Golden State Wealth Management
California
– -$208K -3,910 Closed
CAPTRUST Financial Advisors
389
CAPTRUST Financial Advisors
North Carolina
– -$121K -2,266 Closed
HS
390
Horan Securities
United States
– -$77K -1,438 Closed
EWM
391
Elmwood Wealth Management
California
– -$29K -550 Closed
APW
392
Acima Private Wealth
Virginia
– -$23K -443 Closed
HR
393
Howe & Rusling
New York
– -$20K -382 Closed
FEG
394
Financial Enhancement Group
Indiana
– -$18K -341 Closed
SIM
395
Sonora Investment Management
Arizona
– -$18K -331 Closed
SWP
396
Strategic Wealth Partners
Ohio
– -$5.39K -240 Closed
CCM
397
Cribstone Capital Management
Maine
– -$13K -239 Closed
CAN
398
Claraphi Advisory Network
United States
– -$4K -75 Closed
1IA
399
1834 Investment Advisors
Wisconsin
– -$4K -74 Closed
CIA
400
Cascade Investment Advisors
Oregon
– -$160 -3 Closed
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