VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

157 hedge funds and large institutions have $3.45B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
23
Increased
75
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Wells Fargo
2
Wells Fargo
California
$189M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$366M
4
Ameriprise
4
Ameriprise
Minnesota
$282M
5
IA
5
IndexIQ Advisors
New York
$36.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$18.3M
2
UBS AM
2
UBS AM
Illinois
$32.9M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$110M
4
MNA
4
Manning & Napier Advisors
New York
$14M
5
QA
5
Quantitative Advantage
Minnesota
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
76
Citizens Financial Group
Rhode Island
$1.7M 32,313 +6,434 +25%
FWIA
77
Fort Washington Investment Advisors
Ohio
$1.68M 31,837 -7,847 -20%
BC
78
Bartlett & Co
Ohio
$1.63M 31,032 +6,774 +28%
BTW
79
Boston Trust Walden
Massachusetts
$1.43M 27,223 – –
GAM
80
Gould Asset Management
California
$1.27M 24,160 +2,445 +11%
AA
81
Alesco Advisors
New York
$1.24M 23,630 – –
QA
82
Quantitative Advantage
Minnesota
$1.23M 23,356 -62,707 -73%
CHAM
83
Clear Harbor Asset Management
Connecticut
$1.16M 22,095 -570 -3%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$996K 18,915 +1,726 +10%
LNWWM
85
Laird Norton Wetherby Wealth Management
California
$973K 18,480 -4,220 -19%
CCA
86
Checchi Capital Advisers
California
$903K 17,148 – –
MCM
87
Millie Capital Management
California
$901K 17,116 +3,995 +30%
Jane Street
88
Jane Street
New York
$888K 16,867 +16,867 New
AC
89
AFAM Capital
Texas
$776K 14,728 -641 -4%
OIA
90
OneDigital Investment Advisors
Kansas
$751K 14,265 +14,265 New
APP
91
Avantax Planning Partners
Iowa
$729K 13,835 -369 -3%
AB
92
AT Bancorp
Iowa
$722K 13,702 – –
Betterment LLC
93
Betterment LLC
New York
$713K 13,549 +5,637 +71%
ACM
94
Aviance Capital Management
Florida
$712K 13,522 -3,648 -21%
PAG
95
Private Advisor Group
New Jersey
$686K 13,066 -245 -2%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$644K 12,229 +12,229 New
MML Investors Services
97
MML Investors Services
Massachusetts
$628K 11,927 +11,927 New
AP
98
Appleton Partners
Massachusetts
$606K 11,500 – –
US Bancorp
99
US Bancorp
Minnesota
$567K 10,780 +186 +2%
RIA
100
Regal Investment Advisors
Michigan
$528K 10,029 +1,704 +20%
2 3
4
5 6