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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

311 hedge funds and large institutions have $7.83B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 85 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
6.77%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
45
Increased
144
Reduced
85
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.38B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.46B
3
CIM
3
Centersquare Investment Management
Pennsylvania
$83M
4
AWM
4
AE Wealth Management
Kansas
$61.5M
5
AI
5
Atria Investments
North Carolina
$62.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$182M
2
UBS AM
2
UBS AM
Illinois
$31.9M
3
MNG
3
Manning & Napier Group
New York
$34.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$98.5M
5
Wells Fargo
5
Wells Fargo
California
$381M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
26
Acropolis Investment Management
Missouri
$46.1M 873,333 +21,666 +3%
CFIA
27
Cantor Fitzgerald Investment Advisors
New York
$44.6M 845,135 -4,228 -0.5%
MWM
28
Mission Wealth Management
California
$37.8M 715,400 +6,422 +0.9%
EWM
29
Executive Wealth Management
Michigan
$35.6M 672,952 +672,917 +1,922,620%
RJA
30
Raymond James & Associates
Florida
$34.2M 648,087 +34,591 +6%
MNG
31
Manning & Napier Group
New York
– – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$32.4M 613,406 -36,914 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$32M 606,295 -111,749 -16%
UBS AM
34
UBS AM
Illinois
– – – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$30.7M 580,756 +40,423 +7%
IA
36
IndexIQ Advisors
New York
$28.2M 533,002 +99,999 +23%
BCWM
37
Bartlett & Co Wealth Management
Ohio
$24.4M 461,754 +20,534 +5%
BC
38
Bartlett & Co
Ohio
$24.4M 461,754 +20,534 +5%
GFPC
39
Global Financial Private Capital
Florida
$23.6M 447,447 +235,540 +111%
OFS
40
OneAscent Financial Services
Alabama
$22.9M 433,302 +433,302 New
PAS
41
Park Avenue Securities
New York
$21.9M 415,391 -8,515 -2%
UBS Group
42
UBS Group
Switzerland
$20.8M 394,287 +46,687 +13%
RWM
43
RKL Wealth Management
Pennsylvania
$20.1M 379,658 -4,584 -1%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$16M 302,686 – –
ERIM
45
Eagle Ridge Investment Management
Connecticut
$15.8M 299,129 +17,495 +6%
Goldman Sachs
46
Goldman Sachs
New York
$14.6M 275,865 +141,239 +105%
FIM
47
Freedom Investment Management
Connecticut
$13.9M 262,670 -23,257 -8%
DCM
48
DeGreen Capital Management
Arizona
$13M 245,529 +4,051 +2%
BlackRock
49
BlackRock
New York
$12.6M 237,903 +474 +0.2%
AIA
50
Ally Invest Advisors
North Carolina
$12.2M 231,704 +27,463 +13%
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