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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

150 hedge funds and large institutions have $3.1B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 36 reducing their positions, and 23 closing their positions.

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.25%
New
19
Increased
72
Reduced
36
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$245M
2
CSIA
2
Charles Schwab Investment Advisory
California
$935M
3
Wells Fargo
3
Wells Fargo
California
$135M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$82.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$318M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$120M
2
UBS AM
2
UBS AM
Illinois
$31.8M
3
BlackRock
3
BlackRock
New York
$12.4M
4
MNA
4
Manning & Napier Advisors
New York
$6.96M
5
VWM
5
Venturi Wealth Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
76
Symmetry Partners
Connecticut
$1.42M +$167K +3,172 +13%
CFG
77
Citizens Financial Group
Rhode Island
$1.36M +$327K +6,227 +32%
SS
78
Simplicity Solutions
Minnesota
$1.34M +$906K +17,257 +209%
BC
79
Bartlett & Co
Ohio
$1.27M +$586K +11,161 +85%
AA
80
Alesco Advisors
New York
$1.24M +$1.24M +23,630 New
SFA
81
Sequoia Financial Advisors
Ohio
$1.24M -$494K -9,400 -29%
LNWWM
82
Laird Norton Wetherby Wealth Management
California
$1.19M – – –
CHAM
83
Clear Harbor Asset Management
Connecticut
$1.19M +$159K +3,030 +15%
GAM
84
Gould Asset Management
California
$1.14M +$113K +2,160 +11%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$903K +$139K +2,644 +18%
ACM
86
Aviance Capital Management
Florida
$902K -$505K -9,613 -36%
CCA
87
Checchi Capital Advisers
California
$901K -$498K -9,487 -36%
IAA
88
Independent Advisor Alliance
North Carolina
$838K +$838K +15,935 New
AC
89
AFAM Capital
Texas
$807K -$1.9M -36,110 -70%
Federated Hermes
90
Federated Hermes
Pennsylvania
$798K – – –
APP
91
Avantax Planning Partners
Iowa
$746K +$26.4K +502 +4%
AB
92
AT Bancorp
Iowa
$720K – – –
PAG
93
Private Advisor Group
New Jersey
$700K -$193K -3,672 -22%
MCM
94
Millie Capital Management
California
$689K – – –
Millennium Management
95
Millennium Management
New York
$615K -$604K -11,492 -50%
AP
96
Appleton Partners
Massachusetts
$604K +$604K +11,500 New
TAIM
97
TD Ameritrade Investment Management
Nebraska
$599K +$188K +3,574 +46%
PAG
98
Private Advisory Group
Washington
$556K -$3.77M -71,793 -87%
US Bancorp
99
US Bancorp
Minnesota
$556K -$38.1K -726 -6%
VKH
100
Virtu KCG Holdings
New York
$544K +$314K +5,979 +137%
2 3
4
5 6