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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

211 hedge funds and large institutions have $4.19B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
211
Holders Change
+51
Holders Change %
+31.88%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
60
Increased
91
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$67.4M
2
Bank of America
2
Bank of America
North Carolina
$405M
3
Ameriprise
3
Ameriprise
Minnesota
$292M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
SS
5
Simplicity Solutions
Minnesota
$22M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$36.6M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
CONA
3
Capital One National Association
New York
$2.29M
4
SI
4
SII Investments
Wisconsin
$10M
5
AIA
5
Allegis Investment Advisors
Idaho
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
51
WealthTrust Fairport
Ohio
$7.1M 135,473 +7,287 +6%
LG
52
Leuthold Group
Minnesota
$6.73M 128,398 +44 +0%
AIA
53
Allegis Investment Advisors
Idaho
$6.19M 118,045 -121,428 -51%
TFA
54
Transamerica Financial Advisors
Florida
$6.03M 115,065 -10,687 -8%
BCA
55
Berman Capital Advisors
Georgia
$5.59M 106,501 +106,501 New
SB
56
Suntrust Banks
Georgia
$5.4M 102,996 +6,566 +7%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$5.39M 102,722 +7,623 +8%
FA
58
FC Advisory
Pennsylvania
$5.35M 102,009 -312 -0.3%
SEI Investments
59
SEI Investments
Pennsylvania
$5.31M 101,345 +824 +0.8%
AI
60
Atria Investments
North Carolina
$5.14M 97,967 +3,119 +3%
BRWA
61
B. Riley Wealth Advisors
Florida
$4.91M 93,617 +13,936 +17%
BC
62
Bartlett & Co
Ohio
$4.75M 90,573 +9,451 +12%
FIM
63
Freedom Investment Management
Connecticut
$4.69M 89,356 +11,303 +14%
ST
64
Smithfield Trust
Pennsylvania
$4.67M 89,110 -48,631 -35%
FAAS
65
First Allied Advisory Services
California
$4.61M 87,821 +82,057 +1,424%
FLA
66
Financial Life Advisors
Texas
$4.36M 83,177 +83,177 New
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.35M 82,924 +11,302 +16%
CM
68
Columbus Macro
Pennsylvania
$4.33M 82,631 +82,631 New
PCM
69
Peak Capital Management
Colorado
$4.26M 80,629 – –
FHA
70
First Horizon Advisors
Tennessee
$4.08M 78,177 +16,539 +27%
MD
71
Money Design
Japan
$3.93M 74,921 +24,584 +49%
CCA
72
Clearwater Capital Advisors
Illinois
$3.67M 69,988 +6,037 +9%
KFA
73
Kays Financial Advisory
Georgia
$3.5M 66,676 +3,736 +6%
SFA
74
Sequoia Financial Advisors
Ohio
$3.29M 62,727 +12,165 +24%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$3.2M 60,964 +43,740 +254%
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3
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