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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

156 hedge funds and large institutions have $2.52B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
156
Holders Change
+25
Holders Change %
+19.08%
% of All Funds
3.91%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.33%
New
39
Increased
57
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$811M
2
UBS AM
2
UBS AM
Illinois
$31.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$282M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.2M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$45.9M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$25.1M
2
WI
2
WBI Investments
New Jersey
$0
3
Bank of America
3
Bank of America
North Carolina
$171M
4
BCM
4
Bluefin Capital Management
New York
$0
5
AA
5
Advisory Alpha
Michigan
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
76
Millennium Management
New York
$1.21M 23,197 +15,885 +217%
AIM
77
Advantage Investment Management
Iowa
$1.2M 22,900 -26 -0.1%
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$1.19M 22,700 – –
CHAM
79
Clear Harbor Asset Management
Connecticut
$1.03M 19,635 -615 -3%
CFG
80
Citizens Financial Group
Rhode Island
$1.03M 19,652 +3,360 +21%
GAM
81
Gould Asset Management
California
$1.02M 19,555 +12,210 +166%
Citadel Advisors
82
Citadel Advisors
Florida
$964K 18,432 +18,432 New
FAAS
83
First Allied Advisory Services
California
$936K 17,899 +323 +2%
BOH
84
Bank of Hawaii
Hawaii
$915K 17,507 +854 +5%
PAG
85
Private Advisor Group
New Jersey
$891K 16,983 -5,688 -25%
CCA
86
Clearwater Capital Advisors
Illinois
$844K 16,126 +16,126 New
Federated Hermes
87
Federated Hermes
Pennsylvania
$795K 15,197 +297 +2%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$761K 14,545 +7,169 +97%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$759K 14,518 +14,518 New
GC
90
Garde Capital
Washington
$732K 13,994 +13,994 New
APP
91
Avantax Planning Partners
Iowa
$716K 13,702 +13,702 New
AB
92
AT Bancorp
Iowa
$716K 13,702 +13,702 New
MCM
93
Millie Capital Management
California
$686K 13,121 -1,955 -13%
BC
94
Bartlett & Co
Ohio
$685K 13,097 +10,677 +441%
US Bancorp
95
US Bancorp
Minnesota
$592K 11,320 +3,521 +45%
EIC
96
Equity Investment Corp
Georgia
$511K 9,780 +9,780 New
AWM
97
AE Wealth Management
Kansas
$489K 9,355 +9,355 New
LA
98
LVW Advisors
New York
$477K 9,115 -385 -4%
RI
99
Ridgewood Investments
New Jersey
$465K 8,905 +8,905 New
GWM
100
Geneos Wealth Management
Colorado
$454K 8,694 -2,229 -20%
2 3
4
5 6