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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

117 hedge funds and large institutions have $1.65B invested in Vanguard Mortgage-Backed Securities ETF in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
117
Holders Change
+20
Holders Change %
+20.62%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
33
Increased
46
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$193M
2
CSIA
2
Charles Schwab Investment Advisory
California
$583M
3
Ameriprise
3
Ameriprise
Minnesota
$44.7M
4
MG
4
Mather Group
Illinois
$34.8M
5
LPL Financial
5
LPL Financial
California
$35.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$96.6M
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$12.8M
4
Wells Fargo
4
Wells Fargo
California
$16.9M
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
51
Checchi Capital Advisers
California
$1.14M 21,530 +21,530 New
CWM
52
Concert Wealth Management
California
$1.05M 19,843 +19,843 New
FAAS
53
First Allied Advisory Services
California
$950K 17,966 +17,966 New
CHAM
54
Clear Harbor Asset Management
Connecticut
$804K 15,245 +700 +5%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$762K 14,462 +2,508 +21%
BAC
56
Boys Arnold & Co
North Carolina
$720K 13,662 +13,662 New
JHC
57
JFB Holdings Corp
Georgia
$676K 12,830 +185 +1%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$659K 12,508 +12,508 New
CCS
59
Crosspoint Capital Strategies
California
$656K 12,371 +12,301 +17,573%
CFG
60
Citizens Financial Group
Rhode Island
$648K 12,280 +12,280 New
CS
61
Credit Suisse
Switzerland
$613K 11,625 -3,848 -25%
AIG
62
American International Group
New York
$612K 11,608 -3,222 -22%
RIA
63
Regal Investment Advisors
Michigan
$604K 11,463 -292 -2%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$596K 11,305 +11,305 New
FM
65
Forward Management
California
$551K 10,470 -26,267 -72%
TTWM
66
TCV Trust & Wealth Management
Virginia
$546K 10,365 -18,149 -64%
Federated Hermes
67
Federated Hermes
Pennsylvania
$507K 9,623 +4,123 +75%
LPT
68
Legacy Private Trust
Wisconsin
$496K 9,408 +9,408 New
TAIM
69
TD Ameritrade Investment Management
Nebraska
$465K 8,813 -23 -0.3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$424K 8,034 -762 -9%
LA
71
LVW Advisors
New York
$408K 7,747 +3,707 +92%
CA
72
Cambridge Advisors
Nebraska
$397K 7,526 +26 +0.3%
GAM
73
Gould Asset Management
California
$396K 7,510 -250 -3%
PAG
74
Private Advisor Group
New Jersey
$396K 7,514 +7,514 New
PWAG
75
Polaris Wealth Advisory Group
California
$373K 7,072 +7,072 New
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