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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

297 hedge funds and large institutions have $6.54B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
297
Holders Change
+31
Holders Change %
+11.65%
% of All Funds
6.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
60
Increased
121
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$263M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.26B
3
Stifel Financial
3
Stifel Financial
Missouri
$108M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$44.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$40.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.99M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$647M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
76
Bay Harbor Wealth Management
Maryland
$5.05M 96,472 +6,736 +8%
CCA
77
Checchi Capital Advisers
California
$4.91M 93,837 +3,417 +4%
Allianz Asset Management
78
Allianz Asset Management
Germany
$4.91M 93,692 -1,801 -2%
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$4.63M 88,404 +32,319 +58%
BBNA
80
Bremer Bank National Association
Minnesota
$4.57M 87,570 +87,570 New
CFG
81
Citizens Financial Group
Rhode Island
$4.56M 87,121 +3,383 +4%
FI
82
Financial Insights
Washington
$4.56M 87,343 +897 +1%
Kovitz Investment Group Partners
83
Kovitz Investment Group Partners
Illinois
$4.41M 84,122 +84,122 New
FA
84
FC Advisory
Pennsylvania
$4.17M 79,552 -672 -0.8%
FAM
85
Foothills Asset Management
Arizona
$4.03M 76,969 -1,503 -2%
CW
86
CreativeOne Wealth
Kansas
$3.97M 75,809 +6,309 +9%
LBD
87
Landsberg Bennett & Dubbaneh
Florida
$3.72M 71,487 +20,627 +41%
BFA
88
Beaumont Financial Advisors
Massachusetts
$3.46M 65,991 +53,842 +443%
5L
89
55I LLC
Massachusetts
$3.3M 62,924 +1,111 +2%
CCA
90
Clearwater Capital Advisors
Illinois
$3.01M 57,504 -2,106 -4%
Truist Financial
91
Truist Financial
North Carolina
$2.98M 56,875 +22,767 +67%
BWM
92
Brickley Wealth Management
California
$2.97M 56,778 +1,868 +3%
ACP
93
Aveo Capital Partners
Colorado
$2.97M 56,779 +56,779 New
RT
94
Rockland Trust
Massachusetts
$2.96M 56,608 +51,752 +1,066%
FGAM
95
Financial Gravity Asset Management
Texas
$2.95M 56,685 +56,685 New
HJA
96
Hugh Johnson Advisors
New York
$2.9M 55,470 – –
PAG
97
Private Advisor Group
New Jersey
$2.89M 55,268 +35,409 +178%
PBO
98
Peoples Bank (Ohio)
Ohio
$2.88M 55,069 -9,843 -15%
CAM
99
Chandler Asset Management
California
$2.84M 54,255 -5,100 -9%
APC
100
Aspire Private Capital
North Carolina
$2.77M 52,904 +7,463 +16%
2 3
4
5 6