VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

160 hedge funds and large institutions have $3.76B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.27%
New
22
Increased
86
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.16B
3
AssetMark Inc
3
AssetMark Inc
California
$87.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$403M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$26.2M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
IA
2
IndexIQ Advisors
New York
$1.7M
3
UBS AM
3
UBS AM
Illinois
$34.6M
4
Ameriprise
4
Ameriprise
Minnesota
$264M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IndexIQ Advisors
New York
$1.7M 32,211 -667,861 -95%
AA
77
Alesco Advisors
New York
$1.69M 32,045 +8,415 +36%
GAM
78
Gould Asset Management
California
$1.49M 28,315 +4,155 +17%
BTW
79
Boston Trust Walden
Massachusetts
$1.46M 27,723 +500 +2%
AA
80
Advisory Alpha
Michigan
$1.26M 23,904 -17,505 -42%
FWIA
81
Fort Washington Investment Advisors
Ohio
$1.22M 23,168 -8,669 -27%
CHAM
82
Clear Harbor Asset Management
Connecticut
$1.18M 22,340 +245 +1%
QA
83
Quantitative Advantage
Minnesota
$1.14M 21,621 -1,735 -7%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$1.08M 20,464 +20,464 New
MML Investors Services
85
MML Investors Services
Massachusetts
$1.07M 20,257 +8,330 +70%
IAA
86
Ironsides Asset Advisors
North Carolina
$1.06M 20,000 +10,000 +100%
WI
87
WBI Investments
New Jersey
$1.04M 19,750 +19,750 New
BOH
88
Bank of Hawaii
Hawaii
$1.01M 19,194 -21,619 -53%
LNWWM
89
Laird Norton Wetherby Wealth Management
California
$975K 18,480 – –
US Bancorp
90
US Bancorp
Minnesota
$921K 17,453 +6,673 +62%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$909K 17,224 -1,691 -9%
CCA
92
Checchi Capital Advisers
California
$905K 17,148 – –
Betterment LLC
93
Betterment LLC
New York
$900K 17,050 +3,501 +26%
ASN
94
Advisory Services Network
Georgia
$896K 16,978 +15,386 +966%
PAG
95
Private Advisor Group
New Jersey
$886K 16,804 +3,738 +29%
OMC
96
Old Mission Capital
Illinois
$860K 16,295 +16,295 New
RA
97
RFG Advisory
Alabama
$858K 16,254 +16,254 New
MCM
98
Millie Capital Management
California
$851K 16,130 -986 -6%
Truist Financial
99
Truist Financial
North Carolina
$845K 16,011 +16,011 New
AC
100
AFAM Capital
Texas
$773K 14,646 -82 -0.6%
2 3
4
5 6