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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

150 hedge funds and large institutions have $3.1B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 36 reducing their positions, and 23 closing their positions.

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.25%
New
19
Increased
72
Reduced
36
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$245M
2
CSIA
2
Charles Schwab Investment Advisory
California
$935M
3
Wells Fargo
3
Wells Fargo
California
$135M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$82.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$318M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$120M
2
UBS AM
2
UBS AM
Illinois
$31.8M
3
BlackRock
3
BlackRock
New York
$12.4M
4
MNA
4
Manning & Napier Advisors
New York
$6.96M
5
VWM
5
Venturi Wealth Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$4.31M +$4.31M +82,019 New
LG
52
Leuthold Group
Minnesota
$4.19M – – –
Allianz Asset Management
53
Allianz Asset Management
Germany
$3.51M -$2.49M -47,320 -41%
BRWA
54
B. Riley Wealth Advisors
Florida
$3.49M +$252K +4,803 +8%
ST
55
Smithfield Trust
Pennsylvania
$3.45M +$3.04M +57,815 +739%
Mackenzie Financial
56
Mackenzie Financial
Ontario, Canada
$3.15M -$1.21M -23,000 -28%
SEI Investments
57
SEI Investments
Pennsylvania
$3.15M +$1.16M +22,076 +58%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$3.07M +$513K +9,770 +20%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.02M +$790K +15,041 +35%
KFA
60
Kays Financial Advisory
Georgia
$2.96M -$173K -3,302 -6%
FHA
61
First Horizon Advisors
Tennessee
$2.8M +$373K +7,085 +15%
HighTower Advisors
62
HighTower Advisors
Illinois
$2.79M +$786K +14,963 +39%
HJA
63
Hugh Johnson Advisors
New York
$2.47M +$2.47M +47,000 New
BCM
64
Bluefin Capital Management
New York
$2.36M +$2.36M +44,856 New
TAT
65
TD Ameritrade Trust
Colorado
$2.29M -$1.23M -23,447 -35%
FIM
66
Freedom Investment Management
Connecticut
$2.25M +$591K +11,260 +36%
BOH
67
Bank of Hawaii
Hawaii
$2.16M +$1.24M +23,671 +135%
BCI
68
Brinker Capital Investments
Pennsylvania
$2.15M – – –
FWIA
69
Fort Washington Investment Advisors
Ohio
$2.08M -$83.4K -1,589 -4%
NPC
70
National Planning Corporation
California
$1.97M -$14.7K -279 -0.7%
Franklin Resources
71
Franklin Resources
California
$1.8M +$119K +2,265 +7%
AA
72
Advisory Alpha
Michigan
$1.62M -$615K -11,676 -28%
CCA
73
Clearwater Capital Advisors
Illinois
$1.6M +$750K +14,258 +88%
BTW
74
Boston Trust Walden
Massachusetts
$1.43M – – –
AWM
75
AE Wealth Management
Kansas
$1.42M +$928K +17,668 +189%
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