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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

227 hedge funds and large institutions have $5.37B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 50 reducing their positions, and 23 closing their positions.

Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
5.2%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
37
Increased
104
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.91B
2
Bank of America
2
Bank of America
North Carolina
$557M
3
Jane Street
3
Jane Street
New York
$99.4M
4
Ameriprise
4
Ameriprise
Minnesota
$298M
5
MIS
5
Morningstar Investment Services
Illinois
$50.8M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$37.2M
2
MFM
2
MD Financial Management
Ontario, Canada
$46.4M
3
MNG
3
Manning & Napier Group
New York
$18M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.7M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Chandler Asset Management
California
$3.05M +$262K +5,100 +9%
AI
77
Atria Investments
North Carolina
$3.03M -$2.18M -42,320 -42%
CW
78
CreativeOne Wealth
Kansas
$2.97M +$416K +8,089 +16%
HJA
79
Hugh Johnson Advisors
New York
$2.85M – – –
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$2.6M +$406K +7,890 +18%
HighTower Advisors
81
HighTower Advisors
Illinois
$2.58M -$55K -1,069 -2%
BTNA
82
Bremer Trust National Association
Minnesota
$2.51M +$2.51M +48,789 New
SFA
83
Sequoia Financial Advisors
Ohio
$2.44M -$912K -17,748 -27%
SP
84
Symmetry Partners
Connecticut
$2.43M +$50.4K +981 +2%
AllianceBernstein
85
AllianceBernstein
Tennessee
$2.32M +$323K +6,287 +16%
BCI
86
Brinker Capital Investments
Pennsylvania
$2.11M – – –
PAG
87
Private Advisor Group
New Jersey
$1.98M +$1.22M +23,812 +162%
RGC
88
Roberts, Glore & Co
Illinois
$1.86M +$12.9K +250 +0.7%
Franklin Resources
89
Franklin Resources
California
$1.66M -$883K -17,169 -35%
ACM
90
AlphaStar Capital Management
North Carolina
$1.65M -$22.7K -441 -1%
MML Investors Services
91
MML Investors Services
Massachusetts
$1.64M +$284K +5,532 +21%
AA
92
Alesco Advisors
New York
$1.58M +$20.8K +405 +1%
SG
93
Swarthmore Group
Pennsylvania
$1.54M – – –
SP
94
SWS Partners
Ohio
$1.54M +$76K +1,478 +5%
Betterment LLC
95
Betterment LLC
New York
$1.49M +$25K +487 +2%
FHC
96
First Heartland Consultants
Missouri
$1.45M +$239K +4,650 +20%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$1.45M -$364K -7,080 -20%
HPC
98
Hobart Private Capital
North Carolina
$1.42M +$271K +5,278 +24%
BTW
99
Boston Trust Walden
Massachusetts
$1.37M -$62.7K -1,220 -4%
Stifel Financial
100
Stifel Financial
Missouri
$1.35M -$9.33M -182,182 -87%
2 3
4
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