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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

319 hedge funds and large institutions have $8.29B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 75 reducing their positions, and 30 closing their positions.

Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
40
Increased
163
Reduced
75
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.64B
2
Victory Capital Management
2
Victory Capital Management
Texas
$50.1M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$193M
4
Bank of America
4
Bank of America
North Carolina
$1.44B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$661M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
AssetMark Inc
2
AssetMark Inc
California
$146M
3
MNG
3
Manning & Napier Group
New York
$35.4M
4
UBS AM
4
UBS AM
Illinois
$32.5M
5
OFS
5
OneAscent Financial Services
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
51
Wakefield Asset Management
Colorado
$12.7M 238,841 +9,481 +4%
DCM
52
DeGreen Capital Management
Arizona
$12.7M 238,180 -7,349 -3%
FLA
53
Financial Life Advisors
Texas
$12.5M 235,601 +25,482 +12%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$11.5M 215,394 +189,144 +721%
HighTower Advisors
55
HighTower Advisors
Illinois
$11.1M 207,715 +8,688 +4%
PCM
56
Peak Capital Management
Colorado
$10.9M 204,388 -1,804 -0.9%
BBNA
57
Bremer Bank National Association
Minnesota
$10.4M 195,765 +32,283 +20%
KFA
58
Kays Financial Advisory
Georgia
$10.4M 195,049 +2,985 +2%
PG
59
Proffitt & Goodson
Tennessee
$10.1M 190,123 +1,503 +0.8%
AA
60
ALPS Advisors
Colorado
$9.96M 186,917 -3,960 -2%
CM
61
Columbus Macro
Pennsylvania
$9.79M 183,886 +64,024 +53%
ACM
62
Advisors Capital Management
New Jersey
$9.7M 182,046 +6,930 +4%
AllianceBernstein
63
AllianceBernstein
Tennessee
$9.48M 177,979 +54,125 +44%
CST
64
Charles Schwab Trust
Nevada
$9.23M 173,597 +173,597 New
MD
65
Money Design
Japan
$9M 168,996 +15,747 +10%
ICMP
66
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.57M 160,818 -16,477 -9%
FAAS
67
First Allied Advisory Services
California
$8.56M 160,820 +22,018 +16%
GWMIA
68
Global Wealth Management Investment Advisory
Florida
$8.35M 156,793 +7,955 +5%
Truist Financial
69
Truist Financial
North Carolina
$8.13M 152,697 +41,855 +38%
TTWM
70
TCV Trust & Wealth Management
Virginia
$7.92M 148,689 +3,240 +2%
SEI Investments
71
SEI Investments
Pennsylvania
$7.89M 147,927 +11,068 +8%
SB
72
Suntrust Banks
Georgia
$7.43M 139,525 +1,526 +1%
BRWA
73
B. Riley Wealth Advisors
Florida
$7.14M 134,113 +5,549 +4%
LBD
74
Landsberg Bennett & Dubbaneh
Florida
$7.04M 132,363 +1,976 +2%
RT
75
Rockland Trust
Massachusetts
$6.44M 120,798 +45,477 +60%
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