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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

297 hedge funds and large institutions have $6.54B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
297
Holders Change
+31
Holders Change %
+11.65%
% of All Funds
6.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
60
Increased
121
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$263M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.26B
3
Stifel Financial
3
Stifel Financial
Missouri
$108M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$44.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$40.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.99M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$647M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$34M 650,320 +194,543 +43%
UBS AM
27
UBS AM
Illinois
– – – –
RJA
28
Raymond James & Associates
Florida
$32.1M 613,496 +33,822 +6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$28.3M 540,333 +69,758 +15%
AI
30
Atria Investments
North Carolina
$25.9M 494,477 +443,479 +870%
MNG
31
Manning & Napier Group
New York
– – – –
SS
32
Simplicity Solutions
Minnesota
$24.5M 468,699 +446,622 +2,023%
AWM
33
AE Wealth Management
Kansas
$24.3M 464,200 +443,176 +2,108%
BCWM
34
Bartlett & Co Wealth Management
Ohio
$23.1M 441,220 +27,149 +7%
BC
35
Bartlett & Co
Ohio
$23.1M 441,220 +27,149 +7%
IA
36
IndexIQ Advisors
New York
$22.7M 433,003 -87,740 -17%
PAS
37
Park Avenue Securities
New York
$22M 423,906 -6,920 -2%
RWM
38
RKL Wealth Management
Pennsylvania
$20.1M 384,242 -21,991 -5%
UBS Group
39
UBS Group
Switzerland
$18.2M 347,600 +42,472 +14%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$15.8M 302,686 +302,686 New
FIM
41
Freedom Investment Management
Connecticut
$15M 285,927 +200,497 +235%
ERIM
42
Eagle Ridge Investment Management
Connecticut
$14.7M 281,634 +99,482 +55%
WAM
43
Wakefield Asset Management
Colorado
$13.7M 260,901 +63,542 +32%
DCM
44
DeGreen Capital Management
Arizona
$12.6M 241,478 +241,478 New
BlackRock
45
BlackRock
New York
$12.4M 237,429 -1,764 -0.7%
GFPC
46
Global Financial Private Capital
Florida
$11.1M 211,907 +11,093 +6%
AIA
47
Ally Invest Advisors
North Carolina
$10.7M 204,241 +27,173 +15%
FLA
48
Financial Life Advisors
Texas
$10.5M 200,231 +40,372 +25%
MD
49
Money Design
Japan
$10.1M 192,741 +32,758 +20%
PG
50
Proffitt & Goodson
Tennessee
$10M 191,433 +879 +0.5%
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