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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

372 hedge funds and large institutions have $8.84B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 72 reducing their positions, and 29 closing their positions.

Holders
372
Holders Change
+53
Holders Change %
+16.61%
% of All Funds
7.35%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.67%
New
87
Increased
177
Reduced
72
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$1.53B
3
AssetMark Inc
3
AssetMark Inc
California
$212M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$699M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$35.2M
2
UBS AM
2
UBS AM
Illinois
$32.5M
3
IA
3
IndexIQ Advisors
New York
$13.3M
4
MFM
4
MD Financial Management
Ontario, Canada
$67.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IndexIQ Advisors
New York
$13.3M 250,069 -513,555 -67%
PCM
52
Peak Capital Management
Colorado
$12.7M 238,236 +33,848 +17%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$12.6M 236,882 +21,488 +10%
DCM
54
DeGreen Capital Management
Arizona
$12.5M 235,100 -3,080 -1%
HighTower Advisors
55
HighTower Advisors
Illinois
$11.6M 217,351 +9,636 +5%
FA
56
Faithward Advisors
Pennsylvania
$11.5M 215,548 +215,548 New
AllianceBernstein
57
AllianceBernstein
Tennessee
$11.1M 208,654 +30,675 +17%
KFA
58
Kays Financial Advisory
Georgia
$10.7M 201,176 +6,127 +3%
BBNA
59
Bremer Bank National Association
Minnesota
$10.4M 194,710 -1,055 -0.5%
PG
60
Proffitt & Goodson
Tennessee
$10.3M 193,194 +3,071 +2%
MD
61
Money Design
Japan
$9.95M 187,087 +18,091 +11%
AA
62
ALPS Advisors
Colorado
$9.77M 183,657 -3,260 -2%
CST
63
Charles Schwab Trust
Nevada
$9.76M 183,566 +9,969 +6%
CM
64
Columbus Macro
Pennsylvania
$9.61M 180,665 -3,221 -2%
Millennium Management
65
Millennium Management
New York
$8.92M 167,844 +146,255 +677%
FAAS
66
First Allied Advisory Services
California
$8.52M 160,379 -441 -0.3%
SEI Investments
67
SEI Investments
Pennsylvania
$8.49M 159,754 +11,827 +8%
TTWM
68
TCV Trust & Wealth Management
Virginia
$8.38M 157,530 +8,841 +6%
GWMIA
69
Global Wealth Management Investment Advisory
Florida
$8.29M 155,850 -943 -0.6%
ICMP
70
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.28M 155,692 -5,126 -3%
SIA
71
Sovereign Investment Advisors
Arizona
$8.2M 154,125 +154,125 New
ASW
72
Astoria Strategic Wealth
Texas
$8.04M 150,770 +150,770 New
VWA
73
Visionary Wealth Advisors
Illinois
$7.84M 147,456 +147,456 New
MWM
74
Merriman Wealth Management
Washington
$7.67M 144,206 +144,206 New
BRWA
75
B. Riley Wealth Advisors
Florida
$7.65M 143,871 +9,758 +7%
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