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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

244 hedge funds and large institutions have $5.78B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
244
Holders Change
+17
Holders Change %
+7.49%
% of All Funds
5.59%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
37
Increased
119
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$340M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$85.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.96B
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$84.6M
5
Bank of America
5
Bank of America
North Carolina
$593M

Top Sellers

1
Jane Street
1
Jane Street
New York
$46.4M
2
UBS AM
2
UBS AM
Illinois
$37.1M
3
AssetMark Inc
3
AssetMark Inc
California
$92.9M
4
MNG
4
Manning & Napier Group
New York
$18.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$3.63M +$1.32M +25,976 +58%
GAM
77
Gould Asset Management
California
$3.62M +$212K +4,150 +6%
CFG
78
Citizens Financial Group
Rhode Island
$3.57M +$374K +7,339 +12%
Stifel Financial
79
Stifel Financial
Missouri
$3.53M +$2.18M +42,799 +163%
PCM
80
Peak Capital Management
Colorado
$3.45M -$222K -4,405 -6%
CW
81
CreativeOne Wealth
Kansas
$3.43M +$480K +9,407 +16%
CCA
82
Clearwater Capital Advisors
Illinois
$3.37M -$477K -9,347 -12%
HighTower Advisors
83
HighTower Advisors
Illinois
$3.1M +$542K +10,620 +21%
AI
84
Atria Investments
North Carolina
$3.1M +$102K +1,997 +3%
CAM
85
Chandler Asset Management
California
$3.03M – – –
HJA
86
Hugh Johnson Advisors
New York
$2.83M – – –
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$2.81M +$230K +4,507 +9%
PAG
88
Private Advisor Group
New Jersey
$2.74M +$776K +15,221 +40%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$2.64M -$839K -16,456 -24%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$2.63M -$891K -17,460 -25%
SFA
91
Sequoia Financial Advisors
Ohio
$2.61M +$191K +3,737 +8%
SP
92
Symmetry Partners
Connecticut
$2.48M +$72K +1,411 +3%
BWM
93
Brickley Wealth Management
California
$2.03M -$11.9M -233,519 -85%
LWS
94
Lucia Wealth Services
California
$1.94M +$1.94M +38,075 New
CFGS
95
Concourse Financial Group Securities
Alabama
$1.91M +$1.91M +37,497 New
HFS
96
HL Financial Services
Kentucky
$1.8M +$1.8M +35,382 New
RGC
97
Roberts, Glore & Co
Illinois
$1.77M -$71.4K -1,400 -4%
FHC
98
First Heartland Consultants
Missouri
$1.73M +$290K +5,687 +20%
MML Investors Services
99
MML Investors Services
Massachusetts
$1.71M +$84.1K +1,648 +5%
ACM
100
AlphaStar Capital Management
North Carolina
$1.66M +$18.1K +354 +1%
2 3
4
5 6