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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

372 hedge funds and large institutions have $8.84B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 72 reducing their positions, and 29 closing their positions.

Holders
372
Holders Change
+53
Holders Change %
+16.61%
% of All Funds
7.35%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.67%
New
87
Increased
177
Reduced
72
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$1.53B
3
AssetMark Inc
3
AssetMark Inc
California
$212M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$699M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$35.2M
2
UBS AM
2
UBS AM
Illinois
$32.5M
3
IA
3
IndexIQ Advisors
New York
$13.3M
4
MFM
4
MD Financial Management
Ontario, Canada
$67.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
26
Acropolis Investment Management
Missouri
$49M 922,219 -1,558 -0.2%
CFIA
27
Cantor Fitzgerald Investment Advisors
New York
$42.5M 799,818 -12,284 -2%
MWM
28
Mission Wealth Management
California
$42.1M 791,585 +30,582 +4%
EWM
29
Executive Wealth Management
Michigan
$41.2M 774,298 +50,945 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$38.5M 724,826 +86,839 +14%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$36.9M 704,082 +130,810 +23%
MNG
32
Manning & Napier Group
New York
– – – –
RJA
33
Raymond James & Associates
Florida
$33.2M 624,374 +9,954 +2%
UBS Group
34
UBS Group
Switzerland
$32.9M 619,025 +29,607 +5%
UBS AM
35
UBS AM
Illinois
– – – –
BCWM
36
Bartlett & Co Wealth Management
Ohio
$28.2M 530,207 +36,140 +7%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$27M 508,472 -64,614 -11%
GFPC
38
Global Financial Private Capital
Florida
$26.2M 492,012 +15,117 +3%
Truist Financial
39
Truist Financial
North Carolina
$25.1M 471,351 +318,654 +209%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$21.9M 412,506 -28,246 -6%
OFS
41
OneAscent Financial Services
Alabama
$21.6M 405,583 +405,583 New
PAS
42
Park Avenue Securities
New York
$20.9M 393,671 -7,284 -2%
RWM
43
RKL Wealth Management
Pennsylvania
$19.1M 359,203 -14,749 -4%
ERIM
44
Eagle Ridge Investment Management
Connecticut
$19.1M 359,047 +41,003 +13%
Ameriprise
45
Ameriprise
Minnesota
$17.9M 337,906 +72,182 +27%
AIA
46
Ally Invest Advisors
North Carolina
$16.5M 311,118 +46,393 +18%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$16.1M 302,686 – –
WAM
48
Wakefield Asset Management
Colorado
$14.1M 265,502 +26,661 +11%
HWA
49
Heartwood Wealth Advisors
Virginia
$13.8M 258,903 +258,903 New
FLA
50
Financial Life Advisors
Texas
$13.4M 252,899 +17,298 +7%
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