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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

157 hedge funds and large institutions have $3.45B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
23
Increased
75
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Wells Fargo
2
Wells Fargo
California
$189M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$366M
4
Ameriprise
4
Ameriprise
Minnesota
$282M
5
IA
5
IndexIQ Advisors
New York
$36.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$18.3M
2
UBS AM
2
UBS AM
Illinois
$32.9M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$110M
4
MNA
4
Manning & Napier Advisors
New York
$14M
5
QA
5
Quantitative Advantage
Minnesota
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
51
Transamerica Financial Advisors
Florida
$6.98M 132,609 -1,493 -1%
LG
52
Leuthold Group
Minnesota
$6.75M 128,235 +48,556 +61%
WF
53
WealthTrust Fairport
Ohio
$6.54M 124,220 -28,487 -19%
FA
54
FC Advisory
Pennsylvania
$5.66M 107,417 -3,365 -3%
SB
55
Suntrust Banks
Georgia
$5.09M 96,569 +5,903 +7%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$4.8M 91,100 +9,081 +11%
AI
57
Atria Investments
North Carolina
$4.28M 81,198 -5,783 -7%
FIM
58
Freedom Investment Management
Connecticut
$4.2M 79,786 +36,975 +86%
SEI Investments
59
SEI Investments
Pennsylvania
$3.76M 71,438 +11,494 +19%
BRWA
60
B. Riley Wealth Advisors
Florida
$3.53M 67,059 +560 +0.8%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$3.42M 64,862 +6,393 +11%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41M 64,722 +7,179 +12%
KFA
63
Kays Financial Advisory
Georgia
$3.25M 61,723 +5,457 +10%
HighTower Advisors
64
HighTower Advisors
Illinois
$3.18M 60,312 +7,323 +14%
PCM
65
Peak Capital Management
Colorado
$3.12M 59,283 +59,283 New
FHA
66
First Horizon Advisors
Tennessee
$3.04M 57,601 +4,409 +8%
HJA
67
Hugh Johnson Advisors
New York
$2.92M 55,470 +8,470 +18%
SFA
68
Sequoia Financial Advisors
Ohio
$2.39M 45,372 +21,827 +93%
AA
69
Advisory Alpha
Michigan
$2.19M 41,409 +10,629 +35%
BCI
70
Brinker Capital Investments
Pennsylvania
$2.16M 41,000 – –
BOH
71
Bank of Hawaii
Hawaii
$2.15M 40,813 -365 -0.9%
NPC
72
National Planning Corporation
California
$2.06M 39,216 +1,736 +5%
CCA
73
Clearwater Capital Advisors
Illinois
$2.03M 38,715 +8,331 +27%
Franklin Resources
74
Franklin Resources
California
$1.9M 35,978 +1,724 +5%
SP
75
Symmetry Partners
Connecticut
$1.83M 34,651 +7,645 +28%
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