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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

78 hedge funds and large institutions have $715M invested in Vanguard Mortgage-Backed Securities ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
19
Increased
33
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RFS
1
Rockefeller Financial Services
New York
$28.3M
2
AUIM
2
Aegon USA Investment Management
Iowa
$197M
3
BAAM
3
Baker Avenue Asset Management
California
$9.77M
4
Wells Fargo
4
Wells Fargo
California
$11.5M
5
HI
5
Horizon Investments
North Carolina
$9.6M

Top Sellers

1
ICOA
1
Investment Centers of America
North Dakota
$0
2
Barclays
2
Barclays
United Kingdom
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$914K
4
BCM
4
Bluefin Capital Management
New York
$0
5
UBS AM
5
UBS AM
Illinois
$2.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$3.72M 70,233 -104 -0.1%
TTWM
27
TCV Trust & Wealth Management
Virginia
$3.71M 69,994 -4,070 -5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$3.23M 60,931 +60,931 New
FM
29
Forward Management
California
$3.2M 60,450 +32,120 +113%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.19M 60,128 +60,128 New
BTW
31
Boston Trust Walden
Massachusetts
$2.9M 54,607 +4,926 +10%
UBS Group
32
UBS Group
Switzerland
$2.68M 50,517 +50,517 New
UBS AM
33
UBS AM
Illinois
– – – –
Stifel Financial
34
Stifel Financial
Missouri
$2.43M 45,847 +908 +2%
KFA
35
Kays Financial Advisory
Georgia
$2.39M 45,153 +1,351 +3%
CS
36
Credit Suisse
Switzerland
$2.22M 41,775 -9,260 -18%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.17M 41,000 – –
AP
38
Agilis Partners
Massachusetts
$2.02M 38,183 +38,183 New
SCM
39
Saba Capital Management
New York
$1.95M 36,709 -1,250 -3%
LPL Financial
40
LPL Financial
California
$1.9M 35,917 +926 +3%
MNA
41
Manning & Napier Advisors
New York
– – – –
EWM
42
Elite Wealth Management
Washington
$1.63M 30,672 +30,672 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.38M 25,945 +4,469 +21%
LPT
44
Legacy Private Trust
Wisconsin
$1.25M 23,660 +16,960 +253%
LNWWM
45
Laird Norton Wetherby Wealth Management
California
$1.03M 19,500 – –
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$959K 18,084 -22,583 -56%
Goldman Sachs
47
Goldman Sachs
New York
$914K 17,233 -54,811 -76%
CHAM
48
Clear Harbor Asset Management
Connecticut
$908K 17,125 -375 -2%
PI
49
Placemark Investments
Illinois
$848K 15,991 +7,200 +82%
RIA
50
Regal Investment Advisors
Michigan
$656K 12,371 -727 -6%
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