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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

46 hedge funds and large institutions have $289M invested in Vanguard Mortgage-Backed Securities ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
7
Increased
11
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.16M
3
BCM
3
Bluefin Capital Management
New York
$1.4M
4
RIA
4
Regal Investment Advisors
Michigan
$874K
5
LG
5
Laidlaw Group
New York
$1.61M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$119M
2
UBS AM
2
UBS AM
Illinois
$5.15M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.8M
4
SI
4
SII Investments
Wisconsin
$6.19M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BTW
26
Boston Trust Walden
Massachusetts
$1.01M 19,546 – –
RIA
27
Regal Investment Advisors
Michigan
$874K 16,983 +16,983 New
Franklin Resources
28
Franklin Resources
California
$801K 15,545 +15,545 New
TRCT
29
Tower Research Capital (TRC)
New York
$769K 14,953 +7,927 +113%
Ameriprise
30
Ameriprise
Minnesota
$765K 14,875 +611 +4%
SMM
31
Stadion Money Management
Georgia
$751K 14,589 +14,589 New
JHC
32
JFB Holdings Corp
Georgia
$700K 13,615 -115 -0.8%
LS
33
Lattice Strategies
Pennsylvania
$418K 8,130 +2,945 +57%
FMII
34
Farmers & Merchants Investments Inc
Nebraska
$382K 7,428 -252 -3%
BCM
35
Bares Capital Management
Texas
$371K 7,204 -302 -4%
EC
36
Estate Counselors
Wisconsin
$331K 6,425 -280 -4%
Jane Street
37
Jane Street
New York
$293K 5,699 -19,147 -77%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$260K 5,060 – –
AIM
39
Acropolis Investment Management
Missouri
$236K 4,585 – –
CCMH
40
Cornerstone Capital Management Holdings
New York
$224K 4,350 +4,350 New
TAIM
41
TD Ameritrade Investment Management
Nebraska
$206K 4,002 -361 -8%
PI
42
Placemark Investments
Illinois
$205K 4,009 +4,009 New
TFA
43
Transamerica Financial Advisors
Florida
$203K 3,939 -2,046 -34%
MFS
44
MSI Financial Services
Massachusetts
$201K 3,905 -167 -4%
AIG
45
American International Group
New York
$59.1K 1,149 -195 -15%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$31K 601 +150 +33%
Creative Planning
47
Creative Planning
Kansas
$19K 366 +231 +171%
RJA
48
Raymond James & Associates
Florida
– – -40,500 Closed
LWI
49
Long Wharf Investors
Massachusetts
– – -4,340 Closed
Nomura Holdings
50
Nomura Holdings
Japan
– – -300 Closed
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