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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

319 hedge funds and large institutions have $8.29B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 75 reducing their positions, and 30 closing their positions.

Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
40
Increased
163
Reduced
75
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.64B
2
Victory Capital Management
2
Victory Capital Management
Texas
$50.1M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$193M
4
Bank of America
4
Bank of America
North Carolina
$1.44B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$661M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
AssetMark Inc
2
AssetMark Inc
California
$146M
3
MNG
3
Manning & Napier Group
New York
$35.4M
4
UBS AM
4
UBS AM
Illinois
$32.5M
5
OFS
5
OneAscent Financial Services
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
76
Kovitz Investment Group Partners
Illinois
$6.25M 117,369 +170 +0.1%
CFG
77
Citizens Financial Group
Rhode Island
$5.82M 109,322 +8,854 +9%
FHA
78
First Horizon Advisors
Tennessee
$5.71M 107,127 +3,930 +4%
BHWM
79
Bay Harbor Wealth Management
Maryland
$5.7M 106,980 +4,097 +4%
HP
80
HT Partners
Connecticut
$5.53M 103,880 +1,035 +1%
MML Investors Services
81
MML Investors Services
Massachusetts
$5.43M 101,985 +20,119 +25%
RIG
82
RiverFront Investment Group
Virginia
$5.43M 101,956 +3,866 +4%
HW
83
Hancock Whitney
Mississippi
$5.37M 100,793 +70,196 +229%
LWS
84
Lucia Wealth Services
California
$5.28M 99,191 -3,142 -3%
Jane Street
85
Jane Street
New York
$5.19M 97,392 +97,392 New
GM
86
GeoWealth Management
Illinois
$5.06M 95,006 +95,006 New
LFPWM
87
Leicht Financial Planning & Wealth Management
New Jersey
$5.05M 94,886 +67,031 +241%
UCFA
88
United Capital Financial Advisors
Texas
$4.74M 89,059 -29,137 -25%
FI
89
Financial Insights
Washington
$4.73M 88,874 +649 +0.7%
CW
90
CreativeOne Wealth
Kansas
$4.71M 88,446 +2,675 +3%
EC
91
Estate Counselors
Wisconsin
$4.58M 86,070 – –
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$4.54M 85,309 -1,229 -1%
CCA
93
Checchi Capital Advisers
California
$4.53M 85,029 -4,035 -5%
FAM
94
Foothills Asset Management
Arizona
$4.45M 83,560 +2,060 +3%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$4.44M 83,446 +24,548 +42%
WSTAM
96
Wilbanks Smith & Thomas Asset Management
Virginia
$4.31M 80,840 +61,558 +319%
FA
97
FC Advisory
Pennsylvania
$4.13M 77,772 -124 -0.2%
TA
98
Tiedemann Advisors
New York
$4.13M 77,627 -12,234 -14%
BCM
99
Brookstone Capital Management
Illinois
$3.89M 73,012 +13,748 +23%
FM
100
Family Management
New York
$3.89M 72,958 +15,916 +28%
2 3
4
5 6