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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

244 hedge funds and large institutions have $5.78B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
244
Holders Change
+17
Holders Change %
+7.49%
% of All Funds
5.59%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
37
Increased
119
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$340M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$85.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.96B
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$84.6M
5
Bank of America
5
Bank of America
North Carolina
$593M

Top Sellers

1
Jane Street
1
Jane Street
New York
$46.4M
2
UBS AM
2
UBS AM
Illinois
$37.1M
3
AssetMark Inc
3
AssetMark Inc
California
$92.9M
4
MNG
4
Manning & Napier Group
New York
$18.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$5.26M
Name Market Value Shares Shares
Change 		Shares
Change %
FLA
51
Financial Life Advisors
Texas
$7.64M 149,810 +17,501 +13%
MD
52
Money Design
Japan
$7.47M 146,528 +30,399 +26%
Goldman Sachs
53
Goldman Sachs
New York
$6.87M 134,635 +134,635 New
WAM
54
Wakefield Asset Management
Colorado
$6.23M 122,052 +122,052 New
SEI Investments
55
SEI Investments
Pennsylvania
$6.03M 117,997 -13,183 -10%
BRWA
56
B. Riley Wealth Advisors
Florida
$6.01M 117,889 +11,698 +11%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$5.83M 114,310 +4,871 +4%
TTWM
58
TCV Trust & Wealth Management
Virginia
$5.81M 113,973 +8,345 +8%
SB
59
Suntrust Banks
Georgia
$5.61M 110,086 +5,973 +6%
HP
60
HT Partners
Connecticut
$5.28M 103,832 -85,392 -45%
Lazard Asset Management
61
Lazard Asset Management
New York
– – – –
NCMW
62
Northern Capital Management (Wisconsin)
Wisconsin
$4.95M 97,030 +1,115 +1%
FA
63
FC Advisory
Pennsylvania
$4.91M 96,180 -5,376 -5%
BSB
64
Bangor Savings Bank
Maine
$4.83M 94,610 +94,610 New
TFA
65
Transamerica Financial Advisors
Florida
$4.72M 92,563 +20,840 +29%
FIM
66
Freedom Investment Management
Connecticut
$4.54M 88,731 +1,357 +2%
FHA
67
First Horizon Advisors
Tennessee
$4.53M 88,805 +3,936 +5%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.32M 84,708 -19,656 -19%
BCI
69
Brinker Capital Investments
Pennsylvania
$4.18M 82,000 +41,000 +100%
PBO
70
Peoples Bank (Ohio)
Ohio
$4.02M 78,861 +2,561 +3%
FAAS
71
First Allied Advisory Services
California
$3.98M 77,907 -5,575 -7%
BTNA
72
Bremer Trust National Association
Minnesota
$3.98M 77,957 +29,168 +60%
KFA
73
Kays Financial Advisory
Georgia
$3.89M 76,315 +9,128 +14%
FAM
74
Foothills Asset Management
Arizona
$3.77M 73,947 +73,947 New
CM
75
Columbus Macro
Pennsylvania
$3.71M 72,762 -5,368 -7%
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