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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

319 hedge funds and large institutions have $8.29B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 75 reducing their positions, and 30 closing their positions.

Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
40
Increased
163
Reduced
75
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.64B
2
Victory Capital Management
2
Victory Capital Management
Texas
$50.1M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$193M
4
Bank of America
4
Bank of America
North Carolina
$1.44B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$661M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
AssetMark Inc
2
AssetMark Inc
California
$146M
3
MNG
3
Manning & Napier Group
New York
$35.4M
4
UBS AM
4
UBS AM
Illinois
$32.5M
5
OFS
5
OneAscent Financial Services
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
26
Acropolis Investment Management
Missouri
$49.1M 923,777 +50,444 +6%
CFIA
27
Cantor Fitzgerald Investment Advisors
New York
$43.3M 812,102 -33,033 -4%
IA
28
IndexIQ Advisors
New York
$40.7M 763,624 +230,622 +43%
MWM
29
Mission Wealth Management
California
$40.5M 761,003 +45,603 +6%
EWM
30
Executive Wealth Management
Michigan
$38.5M 723,353 +50,401 +7%
MNG
31
Manning & Napier Group
New York
– – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$34M 637,987 +31,692 +5%
RJA
33
Raymond James & Associates
Florida
$32.7M 614,420 -33,667 -5%
UBS AM
34
UBS AM
Illinois
– – – –
UBS Group
35
UBS Group
Switzerland
$31.4M 589,418 +195,131 +49%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$30.5M 573,272 -40,134 -7%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$30.5M 573,086 -7,670 -1%
BCWM
38
Bartlett & Co Wealth Management
Ohio
$26.3M 494,067 +32,313 +7%
BC
39
Bartlett & Co
Ohio
$26.3M 494,067 +32,313 +7%
GFPC
40
Global Financial Private Capital
Florida
$25.4M 476,895 +29,448 +7%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$23.5M 440,752 +271,634 +161%
PAS
42
Park Avenue Securities
New York
$21.4M 400,955 -14,436 -3%
RWM
43
RKL Wealth Management
Pennsylvania
$19.9M 373,952 -5,706 -2%
ERIM
44
Eagle Ridge Investment Management
Connecticut
$16.9M 318,044 +18,915 +6%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$16.1M 302,686 – –
Goldman Sachs
46
Goldman Sachs
New York
$14.4M 270,705 -5,160 -2%
Ameriprise
47
Ameriprise
Minnesota
$14.1M 265,724 +143,425 +117%
AIA
48
Ally Invest Advisors
North Carolina
$14.1M 264,725 +33,021 +14%
Citadel Advisors
49
Citadel Advisors
Florida
$13.8M 259,397 +259,397 New
FIM
50
Freedom Investment Management
Connecticut
$12.8M 239,735 -22,935 -9%
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