VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

156 hedge funds and large institutions have $2.52B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
156
Holders Change
+25
Holders Change %
+19.08%
% of All Funds
3.91%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.33%
New
39
Increased
57
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$811M
2
UBS AM
2
UBS AM
Illinois
$31.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$282M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.2M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$45.9M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$25.1M
2
WI
2
WBI Investments
New Jersey
$0
3
Bank of America
3
Bank of America
North Carolina
$171M
4
BCM
4
Bluefin Capital Management
New York
$0
5
AA
5
Advisory Alpha
Michigan
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
101
Simplicity Solutions
Minnesota
$432K 8,262 +3,936 +91%
SWP
102
Stratos Wealth Partners
Ohio
$415K 7,938 -536 -6%
RIA
103
Regal Investment Advisors
Michigan
$413K 7,892 -241 -3%
ST
104
Smithfield Trust
Pennsylvania
$409K 7,819 -231 -3%
TAIM
105
TD Ameritrade Investment Management
Nebraska
$409K 7,826 +64 +0.8%
LIM
106
Leavell Investment Management
Alabama
$398K 7,618 -2,500 -25%
CA
107
Cambridge Advisors
Nebraska
$394K 7,528 +1 +0%
RWM
108
RKL Wealth Management
Pennsylvania
$345K 6,600 +6,600 New
WB
109
WesBanco Bank
West Virginia
$317K 6,057 +641 +12%
IA
110
IFP Advisors
Florida
$311K 5,942 -2,294 -28%
SFPM
111
Sensible Financial Planning & Management
Massachusetts
$300K 5,735 – –
AEPG
112
American Economic Planning Group
New Jersey
$288K 5,526 +1,038 +23%
BFPW
113
BOK Financial Private Wealth
Colorado
$277K 5,300 – –
DADC
114
D.A. Davidson & Co
Montana
$272K 5,222 -8,215 -61%
BOS
115
Bank of Stockton
California
$261K 5,000 – –
EWM
116
Evercore Wealth Management
New York
$261K 5,000 – –
RCAG
117
Rehmann Capital Advisory Group
Michigan
$256K 4,896 -60 -1%
MC
118
Moors & Cabot
Massachusetts
$236K 4,506 -16,824 -79%
VKH
119
Virtu KCG Holdings
New York
$229K 4,374 +4,374 New
First Trust Advisors
120
First Trust Advisors
Illinois
$227K 4,337 +4,337 New
SGI
121
Summit Global Investments
Utah
$223K 4,257 +4,257 New
TTWM
122
TCV Trust & Wealth Management
Virginia
$218K 4,170 -250 -6%
AllianceBernstein
123
AllianceBernstein
Tennessee
$210K 4,020 +4,020 New
Betterment LLC
124
Betterment LLC
New York
$209K 3,990 +3,990 New
GRP
125
Global Retirement Partners
California
$188K 3,589 +3,589 New
3 4
5
6 7