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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

311 hedge funds and large institutions have $7.83B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 85 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
6.77%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
45
Increased
144
Reduced
85
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.38B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.46B
3
CIM
3
Centersquare Investment Management
Pennsylvania
$83M
4
AWM
4
AE Wealth Management
Kansas
$61.5M
5
AI
5
Atria Investments
North Carolina
$62.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$182M
2
UBS AM
2
UBS AM
Illinois
$31.9M
3
MNG
3
Manning & Napier Group
New York
$34.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$98.5M
5
Wells Fargo
5
Wells Fargo
California
$381M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
51
Wakefield Asset Management
Colorado
$12.1M 229,360 -31,541 -12%
FLA
52
Financial Life Advisors
Texas
$11.1M 210,119 +9,888 +5%
PCM
53
Peak Capital Management
Colorado
$10.9M 206,192 +38,411 +23%
HighTower Advisors
54
HighTower Advisors
Illinois
$10.5M 199,027 +146,707 +280%
KFA
55
Kays Financial Advisory
Georgia
$10.1M 192,064 +5,769 +3%
AA
56
ALPS Advisors
Colorado
$10.1M 190,877 +8,804 +5%
PG
57
Proffitt & Goodson
Tennessee
$9.97M 188,620 -2,813 -1%
CFGS
58
Concourse Financial Group Securities
Alabama
$9.68M 183,218 -7,309 -4%
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.37M 177,295 +3,657 +2%
ACM
60
Advisors Capital Management
New Jersey
$9.25M 175,116 +10,398 +6%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$8.94M 169,118 +17,692 +12%
BBNA
62
Bremer Bank National Association
Minnesota
$8.64M 163,482 +75,912 +87%
MD
63
Money Design
Japan
$8.1M 153,249 -39,492 -20%
GWMIA
64
Global Wealth Management Investment Advisory
Florida
$7.86M 148,838 +20,276 +16%
TTWM
65
TCV Trust & Wealth Management
Virginia
$7.68M 145,449 +7,666 +6%
FAAS
66
First Allied Advisory Services
California
$7.33M 138,802 -435 -0.3%
SB
67
Suntrust Banks
Georgia
$7.29M 137,999 +14,791 +12%
SEI Investments
68
SEI Investments
Pennsylvania
$7.24M 136,859 +13,454 +11%
LBD
69
Landsberg Bennett & Dubbaneh
Florida
$6.87M 130,387 +58,900 +82%
BRWA
70
B. Riley Wealth Advisors
Florida
$6.79M 128,564 +11,028 +9%
AllianceBernstein
71
AllianceBernstein
Tennessee
$6.54M 123,854 -1,861 -1%
Ameriprise
72
Ameriprise
Minnesota
$6.47M 122,299 +7,976 +7%
CM
73
Columbus Macro
Pennsylvania
$6.33M 119,862 -1,509 -1%
UCFA
74
United Capital Financial Advisors
Texas
$6.24M 118,196 -3,267 -3%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$6.19M 117,199 +33,077 +39%
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