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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

372 hedge funds and large institutions have $8.84B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 72 reducing their positions, and 29 closing their positions.

Holders
372
Holders Change
+53
Holders Change %
+16.61%
% of All Funds
7.35%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.67%
New
87
Increased
177
Reduced
72
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$1.53B
3
AssetMark Inc
3
AssetMark Inc
California
$212M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$699M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$35.2M
2
UBS AM
2
UBS AM
Illinois
$32.5M
3
IA
3
IndexIQ Advisors
New York
$13.3M
4
MFM
4
MD Financial Management
Ontario, Canada
$67.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
76
Citizens Financial Group
Rhode Island
$7.53M 141,580 +32,258 +30%
FIM
77
Freedom Investment Management
Connecticut
$7.38M 138,707 -101,028 -42%
LFPWM
78
Leicht Financial Planning & Wealth Management
New Jersey
$7.15M 134,418 +39,532 +42%
Renaissance Technologies
79
Renaissance Technologies
New York
$7.07M 133,006 +114,331 +612%
MML Investors Services
80
MML Investors Services
Massachusetts
$7.06M 132,750 +30,765 +30%
Kovitz Investment Group Partners
81
Kovitz Investment Group Partners
Illinois
$6.45M 121,353 +3,984 +3%
FHA
82
First Horizon Advisors
Tennessee
$6.43M 120,932 +13,805 +13%
BHWM
83
Bay Harbor Wealth Management
Maryland
$6.12M 115,083 +8,103 +8%
OMC
84
Old Mission Capital
Illinois
$5.87M 110,434 +110,434 New
CFGS
85
Concourse Financial Group Securities
Alabama
$5.85M 110,072 +74,300 +208%
FM
86
Family Management
New York
$5.82M 109,385 +36,427 +50%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$5.6M 105,333 +21,887 +26%
HP
88
HT Partners
Connecticut
$5.53M 103,911 +31 +0%
RIG
89
RiverFront Investment Group
Virginia
$5.43M 102,129 +173 +0.2%
Goldman Sachs
90
Goldman Sachs
New York
$5.32M 100,099 -170,606 -63%
Jane Street
91
Jane Street
New York
$5.29M 99,540 +2,148 +2%
CW
92
CreativeOne Wealth
Kansas
$5.15M 96,926 +8,480 +10%
LWS
93
Lucia Wealth Services
California
$5.1M 95,872 -3,319 -3%
VDFA
94
Vickerman & Driscoll Financial Advisors
Washington
$4.82M 90,660 +90,660 New
UCFA
95
United Capital Financial Advisors
Texas
$4.76M 89,572 +513 +0.6%
IAA
96
Independent Advisor Alliance
North Carolina
$4.73M 88,979 +88,979 New
HIM
97
HawsGoodwin Investment Management
Tennessee
$4.72M 88,823 +88,823 New
FI
98
Financial Insights
Washington
$4.66M 87,702 -1,172 -1%
EC
99
Estate Counselors
Wisconsin
$4.63M 87,070 +1,000 +1%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$4.59M 86,322 +1,013 +1%
2 3
4
5 6