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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

160 hedge funds and large institutions have $3.76B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.27%
New
22
Increased
86
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.16B
3
AssetMark Inc
3
AssetMark Inc
California
$87.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$403M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$26.2M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
IA
2
IndexIQ Advisors
New York
$1.7M
3
UBS AM
3
UBS AM
Illinois
$34.6M
4
Ameriprise
4
Ameriprise
Minnesota
$264M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
101
Flow Traders U.S.
New York
$757K 14,342 +14,342 New
OIA
102
OneDigital Investment Advisors
Kansas
$753K 14,268 +3 +0%
APP
103
Avantax Planning Partners
Iowa
$730K 13,835 – –
AB
104
AT Bancorp
Iowa
$723K 13,702 – –
ACM
105
Aviance Capital Management
Florida
$697K 13,207 -315 -2%
CHA
106
Cedar Hill Associates
Illinois
$685K 12,974 +12,974 New
VF
107
Virtu Financial
New York
$662K 12,538 +12,538 New
FHC
108
First Heartland Consultants
Missouri
$655K 12,414 +5,077 +69%
RIA
109
Regal Investment Advisors
Michigan
$644K 12,204 +2,175 +22%
AllianceBernstein
110
AllianceBernstein
Tennessee
$563K 10,676 +6,580 +161%
RI
111
Ridgewood Investments
New Jersey
$495K 9,370 -40 -0.4%
LA
112
LVW Advisors
New York
$489K 9,260 – –
SWP
113
Stratos Wealth Partners
Ohio
$459K 8,697 +85 +1%
CIAS
114
Capital Investment Advisory Services
North Carolina
$446K 8,452 +3,591 +74%
EIC
115
Equity Investment Corp
Georgia
$435K 8,235 -625 -7%
BAM
116
Belpointe Asset Management
Nevada
$433K 8,211 +8,211 New
WB
117
WesBanco Bank
West Virginia
$424K 8,037 – –
CA
118
Cambridge Advisors
Nebraska
$398K 7,547 +1 +0%
VCM
119
Vivaldi Capital Management
Illinois
$393K 7,447 -4,726 -39%
GC
120
Garde Capital
Washington
$393K 7,443 +379 +5%
MCP
121
Mirador Capital Partners
California
$382K 7,238 +7,238 New
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
$322K 6,082 +6,082 New
FAAS
123
First Allied Advisory Services
California
$302K 5,764 -731 -11%
AIP
124
Almanack Investment Partners
Pennsylvania
$293K 5,554 +3,150 +131%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$292K 5,535 +5,360 +3,063%
3 4
5
6 7