VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

266 hedge funds and large institutions have $6.01B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 36 closing their positions.

Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
5.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
60
Increased
92
Reduced
85
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.1B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$563M
3
Bank of America
3
Bank of America
North Carolina
$653M
4
Wells Fargo
4
Wells Fargo
California
$386M
5
AG
5
Advisor Group
Arizona
$57M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.14M
2
UBS AM
2
UBS AM
Illinois
$37.5M
3
Jane Street
3
Jane Street
New York
$10M
4
AWM
4
AE Wealth Management
Kansas
$1.08M
5
UCFA
5
United Capital Financial Advisors
Texas
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$3.92M +$1.27M +24,624 +48%
BTNA
77
Bremer Trust National Association
Minnesota
$3.9M -$115K -2,238 -3%
Stifel Financial
78
Stifel Financial
Missouri
$3.75M +$199K +3,870 +6%
KFA
79
Kays Financial Advisory
Georgia
$3.64M -$286K -5,550 -7%
CW
80
CreativeOne Wealth
Kansas
$3.58M +$116K +2,252 +3%
PBO
81
Peoples Bank (Ohio)
Ohio
$3.34M -$718K -13,949 -18%
5L
82
55I LLC
Massachusetts
$3.18M +$3.18M +61,813 New
CCA
83
Clearwater Capital Advisors
Illinois
$3.07M -$335K -6,500 -10%
CAM
84
Chandler Asset Management
California
$3.03M – – –
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$3.02M +$2.82M +54,731 +1,394%
SFA
86
Semmax Financial Advisors
North Carolina
$2.93M +$2.93M +56,837 New
MPWT
87
MassMutual Private Wealth & Trust
Connecticut
$2.89M +$50.7K +985 +2%
HJA
88
Hugh Johnson Advisors
New York
$2.86M – – –
BWM
89
Brickley Wealth Management
California
$2.83M +$774K +15,028 +38%
MPW
90
MA Private Wealth
California
$2.82M +$2.82M +54,795 New
HighTower Advisors
91
HighTower Advisors
Illinois
$2.71M -$420K -8,163 -13%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$2.71M +$37.7K +733 +1%
TFA
93
Transamerica Financial Advisors
Florida
$2.63M -$2.13M -41,437 -45%
AI
94
Atria Investments
North Carolina
$2.63M -$508K -9,868 -16%
LBD
95
Landsberg Bennett & Dubbaneh
Florida
$2.62M +$2.62M +50,860 New
SP
96
Symmetry Partners
Connecticut
$2.56M +$52.4K +1,018 +2%
SFA
97
Sequoia Financial Advisors
Ohio
$2.51M -$127K -2,462 -5%
APC
98
Aspire Private Capital
North Carolina
$2.34M +$2.34M +45,441 New
SG
99
Swarthmore Group
Pennsylvania
$2.3M +$752K +14,600 +49%
MML Investors Services
100
MML Investors Services
Massachusetts
$2.25M +$520K +10,090 +30%
2 3
4
5 6