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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

266 hedge funds and large institutions have $6.01B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
5.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
60
Increased
92
Reduced
85
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.1B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$563M
3
Bank of America
3
Bank of America
North Carolina
$653M
4
Wells Fargo
4
Wells Fargo
California
$386M
5
AG
5
Advisor Group
Arizona
$57M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.14M
2
UBS AM
2
UBS AM
Illinois
$37.5M
3
Jane Street
3
Jane Street
New York
$10M
4
AWM
4
AE Wealth Management
Kansas
$1.08M
5
UCFA
5
United Capital Financial Advisors
Texas
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$28.2M -$4.02M -78,243 -13%
IA
27
IndexIQ Advisors
New York
$26.8M -$15.1M -292,716 -36%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$25M +$3.98M +77,355 +19%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$24.2M -$715K -13,889 -3%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$23.5M -$502K -9,753 -2%
PAS
31
Park Avenue Securities
New York
$22.2M -$821K -15,916 -4%
BC
32
Bartlett & Co
Ohio
$21.3M +$2.38M +46,298 +13%
BCWM
33
Bartlett & Co Wealth Management
Ohio
$21.3M +$2.38M +46,298 +13%
RWM
34
RKL Wealth Management
Pennsylvania
$20.9M -$792K -15,382 -4%
MNG
35
Manning & Napier Group
New York
$18.4M -$18.2M – –
UBS Group
36
UBS Group
Switzerland
$15.7M -$1.12M -21,669 -7%
BlackRock
37
BlackRock
New York
$12.3M +$98.8K +1,919 +0.8%
TA
38
Tiedemann Advisors
New York
$12.2M +$12.2M +236,536 New
GFPC
39
Global Financial Private Capital
Florida
$10.3M -$7.91M -153,630 -43%
WAM
40
Wakefield Asset Management
Colorado
$10.2M +$3.88M +75,307 +62%
Jane Street
41
Jane Street
New York
$10M -$36.9M -716,301 -79%
PG
42
Proffitt & Goodson
Tennessee
$9.81M -$3.74M -72,701 -28%
AA
43
ALPS Advisors
Colorado
$9.45M -$1.98M -38,451 -17%
ERIM
44
Eagle Ridge Investment Management
Connecticut
$9.38M -$3.66M -71,030 -28%
AIA
45
Ally Invest Advisors
North Carolina
$9.12M +$9.12M +177,068 New
ICMP
46
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.96M +$8.96M +173,976 New
ACM
47
Advisors Capital Management
New Jersey
$8.48M +$328K +6,365 +4%
MD
48
Money Design
Japan
$8.24M +$693K +13,455 +9%
FLA
49
Financial Life Advisors
Texas
$8.23M +$517K +10,049 +7%
WF
50
WealthTrust Fairport
Ohio
$7.45M -$553K -10,744 -7%
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