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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

157 hedge funds and large institutions have $3.45B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
23
Increased
75
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Wells Fargo
2
Wells Fargo
California
$189M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$366M
4
Ameriprise
4
Ameriprise
Minnesota
$282M
5
IA
5
IndexIQ Advisors
New York
$36.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$18.3M
2
UBS AM
2
UBS AM
Illinois
$32.9M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$110M
4
MNA
4
Manning & Napier Advisors
New York
$14M
5
QA
5
Quantitative Advantage
Minnesota
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
101
Ironsides Asset Advisors
North Carolina
$527K +$527K +10,000 New
RI
102
Ridgewood Investments
New Jersey
$496K +$18.4K +350 +4%
LA
103
LVW Advisors
New York
$488K – – –
EIC
104
Equity Investment Corp
Georgia
$467K -$51.1K -970 -10%
SWP
105
Stratos Wealth Partners
Ohio
$454K +$34.7K +659 +8%
VKH
106
Virtu KCG Holdings
New York
$436K -$110K -2,081 -20%
WB
107
WesBanco Bank
West Virginia
$423K +$34.9K +664 +9%
CA
108
Cambridge Advisors
Nebraska
$397K +$842 +16 +0.2%
FHC
109
First Heartland Consultants
Missouri
$386K +$386K +7,337 New
GC
110
Garde Capital
Washington
$372K +$372K +7,064 New
FAAS
111
First Allied Advisory Services
California
$338K -$186K -3,565 -35%
LIM
112
Leavell Investment Management
Alabama
$274K – – –
BOS
113
Bank of Stockton
California
$263K – – –
EWM
114
Evercore Wealth Management
New York
$263K – – –
RCAG
115
Rehmann Capital Advisory Group
Michigan
$258K – – –
CIAS
116
Capital Investment Advisory Services
North Carolina
$256K +$256K +4,861 New
MC
117
Moors & Cabot
Massachusetts
$237K – – –
AW
118
ACG Wealth
Georgia
$236K +$236K +4,484 New
LFAS
119
Level Four Advisory Services
Texas
$218K -$12.3K -233 -5%
AllianceBernstein
120
AllianceBernstein
Tennessee
$216K +$5.06K +96 +2%
CA
121
Continuum Advisory
Idaho
$210K +$210K +3,981 New
GWM
122
Geneos Wealth Management
Colorado
$180K -$170K -3,255 -49%
Citigroup
123
Citigroup
New York
$153K +$102K +1,928 +199%
IA
124
IFP Advisors
Florida
$152K -$24K -456 -14%
TAIM
125
TD Ameritrade Investment Management
Nebraska
$134K -$464K -8,847 -78%
3 4
5
6 7