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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

156 hedge funds and large institutions have $2.52B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
156
Holders Change
+25
Holders Change %
+19.08%
% of All Funds
3.91%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.33%
New
39
Increased
57
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$811M
2
UBS AM
2
UBS AM
Illinois
$31.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$282M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.2M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$45.9M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$25.1M
2
WI
2
WBI Investments
New Jersey
$0
3
Bank of America
3
Bank of America
North Carolina
$171M
4
BCM
4
Bluefin Capital Management
New York
$0
5
AA
5
Advisory Alpha
Michigan
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
LG
51
Leuthold Group
Minnesota
$4.17M 79,679 – –
AI
52
Atria Investments
North Carolina
$4.16M 79,548 -6,629 -8%
TAT
53
TD Ameritrade Trust
Colorado
$3.5M 67,008 +1,676 +3%
BRWA
54
B. Riley Wealth Advisors
Florida
$3.23M 61,696 -2,536 -4%
KFA
55
Kays Financial Advisory
Georgia
$3.12M 59,568 +4,148 +7%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.96M 56,552 +25,810 +84%
AC
57
AFAM Capital
Texas
$2.69M 51,479 -12,228 -19%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$2.56M 48,699 +39,392 +423%
FHA
59
First Horizon Advisors
Tennessee
$2.48M 46,107 – –
AA
60
Advisory Alpha
Michigan
$2.23M 42,456 -139,996 -77%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.22M 42,502 +9,471 +29%
FWIA
62
Fort Washington Investment Advisors
Ohio
$2.16M 41,273 +41,273 New
BCI
63
Brinker Capital Investments
Pennsylvania
$2.14M 41,000 – –
HighTower Advisors
64
HighTower Advisors
Illinois
$1.99M 38,026 +38,026 New
SEI Investments
65
SEI Investments
Pennsylvania
$1.98M 37,868 -5,337 -12%
NPC
66
National Planning Corporation
California
$1.97M 37,759 -54,581 -59%
Jane Street
67
Jane Street
New York
$1.86M 35,545 +35,545 New
SFA
68
Sequoia Financial Advisors
Ohio
$1.72M 32,945 +7,291 +28%
Franklin Resources
69
Franklin Resources
California
$1.67M 31,989 -3,305 -9%
FIM
70
Freedom Investment Management
Connecticut
$1.65M 31,551 +6,021 +24%
BTW
71
Boston Trust Walden
Massachusetts
$1.42M 27,223 -3,770 -12%
ACM
72
Aviance Capital Management
Florida
$1.4M 26,783 -76,911 -74%
CCA
73
Checchi Capital Advisers
California
$1.39M 26,635 -2,300 -8%
AFP
74
Ausdal Financial Partners
Iowa
$1.32M 25,243 -125 -0.5%
SP
75
Symmetry Partners
Connecticut
$1.25M 23,834 +23,834 New
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