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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

129 hedge funds and large institutions have $2.16B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+9
Holders Change %
+7.5%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
24
Increased
50
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$64.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$684M
3
USAA
3
United Services Automobile Association
Texas
$43.5M
4
IA
4
IndexIQ Advisors
New York
$42.9M
5
Bank of America
5
Bank of America
North Carolina
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$25.1M
2
UBS AM
2
UBS AM
Illinois
$31M
3
LPL Financial
3
LPL Financial
California
$19M
4
BAAM
4
Baker Avenue Asset Management
California
$200K
5
RFS
5
Rockefeller Financial Services
New York
$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$728K +$715K +13,275 +5,463%
AI
77
Atria Investments
North Carolina
$705K +$448K +8,334 +175%
GWM
78
Geneos Wealth Management
Colorado
$620K -$360K -6,708 -37%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$569K -$77.4K -1,437 -12%
JHC
80
JFB Holdings Corp
Georgia
$549K -$147K -2,725 -21%
LA
81
LVW Advisors
New York
$509K +$75.3K +1,398 +17%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$460K +$460K +8,545 New
US Bancorp
83
US Bancorp
Minnesota
$447K +$21K +390 +5%
ST
84
Smithfield Trust
Pennsylvania
$433K +$433K +8,050 New
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$424K +$51K +947 +14%
GAM
86
Gould Asset Management
California
$414K -$9.97K -185 -2%
RIA
87
Regal Investment Advisors
Michigan
$412K -$67K -1,244 -14%
CA
88
Cambridge Advisors
Nebraska
$405K -$108 -2 -0%
SWP
89
Stratos Wealth Partners
Ohio
$380K -$60.2K -1,117 -14%
MCM
90
Millie Capital Management
California
$376K +$149K +2,762 +66%
TAIM
91
TD Ameritrade Investment Management
Nebraska
$358K -$104K -1,933 -23%
UFA
92
US Financial Advisors
Massachusetts
$354K – – –
TTWM
93
TCV Trust & Wealth Management
Virginia
$345K -$108K -2,000 -24%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$326K -$555K -10,300 -63%
SFPM
95
Sensible Financial Planning & Management
Massachusetts
$309K – – –
WB
96
WesBanco Bank
West Virginia
$292K +$292K +5,416 New
BOS
97
Bank of Stockton
California
$269K – – –
EWM
98
Evercore Wealth Management
New York
$269K +$269K +5,000 New
RCAG
99
Rehmann Capital Advisory Group
Michigan
$262K -$1.94K -36 -0.7%
AEPG
100
American Economic Planning Group
New Jersey
$242K +$242K +4,488 New
2 3
4
5 6