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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

216 hedge funds and large institutions have $4.46B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 46 reducing their positions, and 25 closing their positions.

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
4.96%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
34
Increased
98
Reduced
46
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.29B
2
Bank of America
2
Bank of America
North Carolina
$470M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$456M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$53M
5
Jane Street
5
Jane Street
New York
$37.9M

Top Sellers

1
CA
1
Cambridge Associates
Massachusetts
$0
2
IH
2
IFC Holdings
Florida
$0
3
IA
3
IndexIQ Advisors
New York
$40.9M
4
Ameriprise
4
Ameriprise
Minnesota
$263M
5
RWM
5
Ritholtz Wealth Management
New York
$324K
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
76
Chandler Asset Management
California
$2.8M 54,255 – –
AB
77
AT Bancorp
Iowa
$2.72M 52,678 +7,304 +16%
HighTower Advisors
78
HighTower Advisors
Illinois
$2.65M 51,233 +44,595 +672%
CW
79
CreativeOne Wealth
Kansas
$2.57M 49,752 +49,752 New
Franklin Resources
80
Franklin Resources
California
$2.55M 49,413 -876 -2%
OMC
81
Old Mission Capital
Illinois
$2.53M 49,032 +30,136 +159%
SP
82
Symmetry Partners
Connecticut
$2.39M 46,237 +3,842 +9%
AA
83
ALPS Advisors
Colorado
$2.31M 44,827 +826 +2%
MPWT
84
MassMutual Private Wealth & Trust
Connecticut
$2.2M 42,703 +6,029 +16%
BCI
85
Brinker Capital Investments
Pennsylvania
$2.12M 41,000 – –
AllianceBernstein
86
AllianceBernstein
Tennessee
$2.01M 38,877 +12,095 +45%
RGC
87
Roberts, Glore & Co
Illinois
$1.85M 35,835 -4,965 -12%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$1.82M 35,259 -195,789 -85%
ST
89
Smithfield Trust
Pennsylvania
$1.75M 33,962 -55,148 -62%
ACM
90
AlphaStar Capital Management
North Carolina
$1.68M 32,627 +6,648 +26%
AA
91
Alesco Advisors
New York
$1.57M 30,350 -1,475 -5%
SG
92
Swarthmore Group
Pennsylvania
$1.55M 30,000 – –
SP
93
SWS Partners
Ohio
$1.47M 28,475 +2,747 +11%
Betterment LLC
94
Betterment LLC
New York
$1.46M 28,449 +5,958 +26%
BTW
95
Boston Trust Walden
Massachusetts
$1.43M 27,773 -2,050 -7%
MML Investors Services
96
MML Investors Services
Massachusetts
$1.36M 26,388 -1,074 -4%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$1.23M 23,850 +4,470 +23%
FHC
98
First Heartland Consultants
Missouri
$1.22M 23,576 +7,512 +47%
US Bancorp
99
US Bancorp
Minnesota
$1.21M 23,451 +3,413 +17%
CHAM
100
Clear Harbor Asset Management
Connecticut
$1.18M 22,895 +90 +0.4%
2 3
4
5 6