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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

211 hedge funds and large institutions have $4.19B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
211
Holders Change
+51
Holders Change %
+31.88%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
60
Increased
91
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$67.4M
2
Bank of America
2
Bank of America
North Carolina
$405M
3
Ameriprise
3
Ameriprise
Minnesota
$292M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
SS
5
Simplicity Solutions
Minnesota
$22M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$36.6M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
CONA
3
Capital One National Association
New York
$2.29M
4
SI
4
SII Investments
Wisconsin
$10M
5
AIA
5
Allegis Investment Advisors
Idaho
$6.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$23.8M +$3.41M +65,220 +17%
UBS Group
27
UBS Group
Switzerland
$23.6M +$3.2M +60,930 +16%
PAS
28
Park Avenue Securities
New York
$23.1M +$147K +2,808 +0.6%
AWM
29
AE Wealth Management
Kansas
$22.7M +$2.39M +45,546 +12%
SS
30
Simplicity Solutions
Minnesota
$22M +$22M +420,007 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$20.5M +$6.07M +115,729 +42%
MIS
32
Morningstar Investment Services
Illinois
$19.7M +$3.14M +59,878 +19%
GFPC
33
Global Financial Private Capital
Florida
$18.1M +$4.01M +76,559 +29%
RJA
34
Raymond James & Associates
Florida
$18M -$53.5K -1,021 -0.3%
MNG
35
Manning & Napier Group
New York
$17.5M – – –
Allianz Asset Management
36
Allianz Asset Management
Germany
$16.4M -$4.6M -87,707 -22%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$15.9M +$4.29M +81,886 +37%
Lazard Asset Management
38
Lazard Asset Management
New York
$15.1M – – –
RWM
39
RKL Wealth Management
Pennsylvania
$14.4M +$4.67M +89,055 +48%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$12.6M +$1.45M +27,566 +13%
BlackRock
41
BlackRock
New York
$12.4M -$6.08K -116 -0%
ERIM
42
Eagle Ridge Investment Management
Connecticut
$12.1M +$1.04M +19,885 +9%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$12.1M +$9.14M +174,323 +307%
ST
44
Spinnaker Trust
Maine
$12.1M +$458K +8,741 +4%
BWM
45
Brickley Wealth Management
California
$12.1M +$12.1M +229,816 New
RWM
46
Ritholtz Wealth Management
New York
$11.9M -$130K -2,478 -1%
Stifel Financial
47
Stifel Financial
Missouri
$10.1M +$872K +16,645 +9%
Goldman Sachs
48
Goldman Sachs
New York
$10.1M -$1.36M -25,927 -12%
SI
49
SII Investments
Wisconsin
$10M -$7.91M -150,403 -44%
HP
50
HT Partners
Connecticut
$9.7M +$2.22M +42,259 +30%
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