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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

129 hedge funds and large institutions have $2.16B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
129
Holders Change
+9
Holders Change %
+7.5%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
24
Increased
50
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$64.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$684M
3
USAA
3
United Services Automobile Association
Texas
$43.5M
4
IA
4
IndexIQ Advisors
New York
$42.9M
5
Bank of America
5
Bank of America
North Carolina
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$25.1M
2
UBS AM
2
UBS AM
Illinois
$31M
3
LPL Financial
3
LPL Financial
California
$19M
4
BAAM
4
Baker Avenue Asset Management
California
$200K
5
RFS
5
Rockefeller Financial Services
New York
$43.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BTW
51
Boston Trust Walden
Massachusetts
$1.7M 31,493 -16,750 -35%
PAG
52
Private Advisor Group
New Jersey
$1.58M 29,307 +9,440 +48%
CCA
53
Checchi Capital Advisers
California
$1.56M 28,935 -259 -0.9%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.49M 27,726 -8,289 -23%
FIM
55
Freedom Investment Management
Connecticut
$1.41M 26,121 +1,296 +5%
AFP
56
Ausdal Financial Partners
Iowa
$1.33M 24,603 +287 +1%
LNWWM
57
Laird Norton Wetherby Wealth Management
California
$1.22M 22,700 – –
SEI Investments
58
SEI Investments
Pennsylvania
$1.2M 22,211 +9,817 +79%
CFG
59
Citizens Financial Group
Rhode Island
$1.09M 20,133 +5,602 +39%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.08M 20,075 +8,257 +70%
CHAM
61
Clear Harbor Asset Management
Connecticut
$1.05M 19,525 +1,550 +9%
ACM
62
Aviance Capital Management
Florida
$1.02M 18,878 +18,878 New
CWM
63
Concert Wealth Management
California
$919K 17,067 -978 -5%
DADC
64
D.A. Davidson & Co
Montana
$905K 16,831 -9,722 -37%
FHA
65
First Horizon Advisors
Tennessee
$901K 16,739 -15,430 -48%
FAAS
66
First Allied Advisory Services
California
$901K 16,699 -4,035 -19%
GC
67
Garde Capital
Washington
$871K 16,173 +4,716 +41%
WCM
68
Weatherstone Capital Management
Colorado
$835K 15,503 -12,102 -44%
GCMG
69
Gyroscope Capital Management Group
Florida
$818K 15,195 +15,195 New
Federated Hermes
70
Federated Hermes
Pennsylvania
$802K 14,900 +9,561 +179%
UCFA
71
United Capital Financial Advisors
Texas
$795K 14,725 +14,725 New
BOH
72
Bank of Hawaii
Hawaii
$791K 14,686 +430 +3%
LIM
73
Leavell Investment Management
Alabama
$787K 14,618 -1,000 -6%
AIM
74
Advantage Investment Management
Iowa
$754K 14,000 +6,722 +92%
MC
75
Moors & Cabot
Massachusetts
$729K 13,578 +13,578 New
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3
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