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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

216 hedge funds and large institutions have $4.46B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 46 reducing their positions, and 25 closing their positions.

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
4.96%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
34
Increased
98
Reduced
46
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.29B
2
Bank of America
2
Bank of America
North Carolina
$470M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$456M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$53M
5
Jane Street
5
Jane Street
New York
$37.9M

Top Sellers

1
CA
1
Cambridge Associates
Massachusetts
$0
2
IH
2
IFC Holdings
Florida
$0
3
IA
3
IndexIQ Advisors
New York
$40.9M
4
Ameriprise
4
Ameriprise
Minnesota
$263M
5
RWM
5
Ritholtz Wealth Management
New York
$324K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$5.83M 113,037 +10,315 +10%
AIA
52
Allegis Investment Advisors
Idaho
$5.66M 109,655 -8,390 -7%
FLA
53
Financial Life Advisors
Texas
$5.51M 107,065 +23,888 +29%
MD
54
Money Design
Japan
$5.37M 104,017 +29,096 +39%
BRWA
55
B. Riley Wealth Advisors
Florida
$5.26M 101,995 +8,378 +9%
SB
56
Suntrust Banks
Georgia
$5.26M 102,002 -994 -1%
AI
57
Atria Investments
North Carolina
$5.22M 101,189 +3,222 +3%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.15M 99,823 +16,899 +20%
FA
59
FC Advisory
Pennsylvania
$5.08M 98,387 -3,622 -4%
FAAS
60
First Allied Advisory Services
California
$4.53M 87,635 -186 -0.2%
FIM
61
Freedom Investment Management
Connecticut
$4.38M 84,964 -4,392 -5%
CM
62
Columbus Macro
Pennsylvania
$4.19M 81,308 -1,323 -2%
FHA
63
First Horizon Advisors
Tennessee
$4.08M 79,255 +1,078 +1%
TFA
64
Transamerica Financial Advisors
Florida
$3.97M 76,978 -38,087 -33%
CCA
65
Clearwater Capital Advisors
Illinois
$3.86M 74,752 +4,764 +7%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$3.73M 72,214 +11,250 +18%
PCM
67
Peak Capital Management
Colorado
$3.58M 69,331 -11,298 -14%
GAM
68
Gould Asset Management
California
$3.5M 67,900 +32,255 +90%
NCMW
69
Northern Capital Management (Wisconsin)
Wisconsin
$3.43M 66,520 +66,520 New
KFA
70
Kays Financial Advisory
Georgia
$3.43M 66,492 -184 -0.3%
SFA
71
Sequoia Financial Advisors
Ohio
$3.36M 65,190 +2,463 +4%
CFG
72
Citizens Financial Group
Rhode Island
$3.26M 63,129 +16,849 +36%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$3.18M 61,580 +56,934 +1,225%
Fisher Asset Management
74
Fisher Asset Management
Washington
$3.17M 61,463 +5,347 +10%
HJA
75
Hugh Johnson Advisors
New York
$2.86M 55,470 – –
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3
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