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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

311 hedge funds and large institutions have $7.83B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 85 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
6.77%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
45
Increased
144
Reduced
85
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.38B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.46B
3
CIM
3
Centersquare Investment Management
Pennsylvania
$83M
4
AWM
4
AE Wealth Management
Kansas
$61.5M
5
AI
5
Atria Investments
North Carolina
$62.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$182M
2
UBS AM
2
UBS AM
Illinois
$31.9M
3
MNG
3
Manning & Napier Group
New York
$34.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$98.5M
5
Wells Fargo
5
Wells Fargo
California
$381M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$5.86M 110,842 +53,967 +95%
FHA
77
First Horizon Advisors
Tennessee
$5.45M 103,197 +4,754 +5%
BHWM
78
Bay Harbor Wealth Management
Maryland
$5.44M 102,883 +6,411 +7%
HP
79
HT Partners
Connecticut
$5.43M 102,845 -20 -0%
LWS
80
Lucia Wealth Services
California
$5.41M 102,333 +69,079 +208%
CFG
81
Citizens Financial Group
Rhode Island
$5.31M 100,468 +13,347 +15%
RIG
82
RiverFront Investment Group
Virginia
$5.18M 98,090 +21 +0%
TA
83
Tiedemann Advisors
New York
$4.75M 89,861 -30,426 -25%
CCA
84
Checchi Capital Advisers
California
$4.71M 89,064 -4,773 -5%
FI
85
Financial Insights
Washington
$4.68M 88,225 +882 +1%
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$4.57M 86,538 -1,866 -2%
Allianz Asset Management
87
Allianz Asset Management
Germany
$4.55M 86,091 -7,601 -8%
EC
88
Estate Counselors
Wisconsin
$4.55M 86,070 +63,120 +275%
CW
89
CreativeOne Wealth
Kansas
$4.53M 85,771 +9,962 +13%
MML Investors Services
90
MML Investors Services
Massachusetts
$4.33M 81,866 +33,120 +68%
FAM
91
Foothills Asset Management
Arizona
$4.31M 81,500 +4,531 +6%
FA
92
FC Advisory
Pennsylvania
$4.11M 77,896 -1,656 -2%
RT
93
Rockland Trust
Massachusetts
$3.98M 75,321 +18,713 +33%
BWM
94
Brickley Wealth Management
California
$3.69M 69,884 +13,106 +23%
HJA
95
Hugh Johnson Advisors
New York
$3.43M 64,970 +9,500 +17%
BCM
96
Brookstone Capital Management
Illinois
$3.13M 59,264 +20,078 +51%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$3.11M 58,898 +17,042 +41%
SFA
98
Semmax Financial Advisors
North Carolina
$3.03M 57,292 +4,864 +9%
APC
99
Aspire Private Capital
North Carolina
$3.02M 57,092 +4,188 +8%
FM
100
Family Management
New York
$3.01M 57,042 +44,877 +369%
2 3
4
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