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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

160 hedge funds and large institutions have $3.76B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.27%
New
22
Increased
86
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.16B
3
AssetMark Inc
3
AssetMark Inc
California
$87.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$403M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$26.2M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
IA
2
IndexIQ Advisors
New York
$1.7M
3
UBS AM
3
UBS AM
Illinois
$34.6M
4
Ameriprise
4
Ameriprise
Minnesota
$264M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
51
Transamerica Financial Advisors
Florida
$6.64M 125,752 -6,857 -5%
FA
52
FC Advisory
Pennsylvania
$5.4M 102,321 -5,096 -5%
SEI Investments
53
SEI Investments
Pennsylvania
$5.31M 100,521 +29,083 +41%
SB
54
Suntrust Banks
Georgia
$5.09M 96,430 -139 -0.1%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$5.02M 95,099 +3,999 +4%
AI
56
Atria Investments
North Carolina
$5.01M 94,848 +13,650 +17%
Jane Street
57
Jane Street
New York
$4.3M 81,500 +64,633 +383%
BC
58
Bartlett & Co
Ohio
$4.28M 81,122 +50,090 +161%
PCM
59
Peak Capital Management
Colorado
$4.26M 80,629 +21,346 +36%
BRWA
60
B. Riley Wealth Advisors
Florida
$4.21M 79,681 +12,622 +19%
FIM
61
Freedom Investment Management
Connecticut
$4.12M 78,053 -1,733 -2%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.78M 71,622 +6,900 +11%
NPC
63
National Planning Corporation
California
$3.65M 69,109 +29,893 +76%
CCA
64
Clearwater Capital Advisors
Illinois
$3.37M 63,951 +25,236 +65%
KFA
65
Kays Financial Advisory
Georgia
$3.32M 62,940 +1,217 +2%
FHA
66
First Horizon Advisors
Tennessee
$3.25M 61,638 +4,037 +7%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$2.99M 56,725 -8,137 -13%
HJA
68
Hugh Johnson Advisors
New York
$2.93M 55,470 – –
SFA
69
Sequoia Financial Advisors
Ohio
$2.67M 50,562 +5,190 +11%
MD
70
Money Design
Japan
$2.66M 50,337 +50,337 New
TAT
71
TD Ameritrade Trust
Colorado
$2.17M 41,139 +41,139 New
BCI
72
Brinker Capital Investments
Pennsylvania
$2.16M 41,000 – –
CFG
73
Citizens Financial Group
Rhode Island
$2.06M 38,984 +6,671 +21%
SP
74
Symmetry Partners
Connecticut
$2.03M 38,509 +3,858 +11%
Franklin Resources
75
Franklin Resources
California
$1.94M 36,783 +805 +2%
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