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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

227 hedge funds and large institutions have $5.37B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 50 reducing their positions, and 23 closing their positions.

Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
5.2%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
37
Increased
104
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.91B
2
Bank of America
2
Bank of America
North Carolina
$557M
3
Jane Street
3
Jane Street
New York
$99.4M
4
Ameriprise
4
Ameriprise
Minnesota
$298M
5
MIS
5
Morningstar Investment Services
Illinois
$50.8M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$37.2M
2
MFM
2
MD Financial Management
Ontario, Canada
$46.4M
3
MNG
3
Manning & Napier Group
New York
$18M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.7M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
51
WealthTrust Fairport
Ohio
$7.37M 143,366 -1,433 -1%
FLA
52
Financial Life Advisors
Texas
$6.8M 132,309 +25,244 +24%
SEI Investments
53
SEI Investments
Pennsylvania
$6.74M 131,180 -3,511 -3%
MD
54
Money Design
Japan
$5.97M 116,129 +12,112 +12%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$5.63M 109,439 -3,598 -3%
BRWA
56
B. Riley Wealth Advisors
Florida
$5.46M 106,191 +4,196 +4%
TTWM
57
TCV Trust & Wealth Management
Virginia
$5.43M 105,628 +105,628 New
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.37M 104,364 +4,541 +5%
SB
59
Suntrust Banks
Georgia
$5.35M 104,113 +2,111 +2%
FA
60
FC Advisory
Pennsylvania
$5.22M 101,556 +3,169 +3%
NCMW
61
Northern Capital Management (Wisconsin)
Wisconsin
$4.93M 95,915 +29,395 +44%
FIM
62
Freedom Investment Management
Connecticut
$4.49M 87,374 +2,410 +3%
FHA
63
First Horizon Advisors
Tennessee
$4.36M 84,869 +5,614 +7%
FAAS
64
First Allied Advisory Services
California
$4.28M 83,482 -4,153 -5%
CM
65
Columbus Macro
Pennsylvania
$4.02M 78,130 -3,178 -4%
PBO
66
Peoples Bank (Ohio)
Ohio
$3.92M 76,300 +76,300 New
CCA
67
Clearwater Capital Advisors
Illinois
$3.88M 75,457 +705 +0.9%
PCM
68
Peak Capital Management
Colorado
$3.74M 72,688 +3,357 +5%
TFA
69
Transamerica Financial Advisors
Florida
$3.69M 71,723 -5,255 -7%
Fisher Asset Management
70
Fisher Asset Management
Washington
$3.61M 70,180 +8,717 +14%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$3.54M 68,924 +7,344 +12%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$3.51M 68,282 -3,932 -5%
KFA
73
Kays Financial Advisory
Georgia
$3.45M 67,187 +695 +1%
GAM
74
Gould Asset Management
California
$3.44M 66,870 -1,030 -2%
CFG
75
Citizens Financial Group
Rhode Island
$3.22M 62,605 -524 -0.8%
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