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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

97 hedge funds and large institutions have $1.21B invested in Vanguard Mortgage-Backed Securities ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.22%
New
22
Increased
31
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$546M
2
Bank of America
2
Bank of America
North Carolina
$109M
3
Wells Fargo
3
Wells Fargo
California
$21.9M
4
ERIM
4
Eagle Ridge Investment Management
Connecticut
$6.34M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$18.1M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$0
2
WI
2
WBI Investments
New Jersey
$25.6M
3
AIG
3
American International Group
New York
$792K
4
MNA
4
Manning & Napier Advisors
New York
$1.56M
5
UBS AM
5
UBS AM
Illinois
$2.67M
Name Market Value Shares Shares
Change 		Shares
Change %
JHC
51
JFB Holdings Corp
Georgia
$675K 12,645 +1,300 +11%
NG
52
NatWest Group
United Kingdom
$666K 12,480 +3,020 +32%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$637K 11,954 +420 +4%
RIA
54
Regal Investment Advisors
Michigan
$627K 11,755 +956 +9%
PAS
55
Partnervest Advisory Services
California
$573K 10,744 +2,291 +27%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$471K 8,836 +1,993 +29%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$469K 8,796 -194 -2%
GAM
58
Gould Asset Management
California
$414K 7,760 +1,055 +16%
CA
59
Cambridge Advisors
Nebraska
$400K 7,500 +7,500 New
SFPM
60
Sensible Financial Planning & Management
Massachusetts
$359K 6,735 -7,230 -52%
US Bancorp
61
US Bancorp
Minnesota
$335K 6,271 -212 -3%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$321K 6,007 +618 +11%
RIL
63
Rothschild Investment LLC
Illinois
$320K 6,000 – –
UFA
64
US Financial Advisors
Massachusetts
$314K 5,884 +5,494 +1,409%
Federated Hermes
65
Federated Hermes
Pennsylvania
$293K 5,500 -1,722 -24%
SWP
66
Stratos Wealth Partners
Ohio
$274K 5,136 +12 +0.2%
YP
67
Yellowstone Partners
Idaho
$264K 4,953 -5,796 -54%
RCAG
68
Rehmann Capital Advisory Group
Michigan
$263K 4,924 – –
PPA
69
Parametric Portfolio Associates
Washington
$257K 4,816 -56 -1%
AIM
70
Acropolis Investment Management
Missouri
$237K 4,445 – –
BRWA
71
B. Riley Wealth Advisors
Florida
$224K 4,176 +4,176 New
First Trust Advisors
72
First Trust Advisors
Illinois
$221K 4,137 +4,137 New
LA
73
LVW Advisors
New York
$216K 4,040 +4,040 New
NC
74
NewSquare Capital
Pennsylvania
$184K 3,440 +3,440 New
AP
75
Atwood & Palmer
Missouri
$182K 3,408 +3,408 New
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3
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