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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

211 hedge funds and large institutions have $4.19B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
211
Holders Change
+51
Holders Change %
+31.88%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
60
Increased
91
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$67.4M
2
Bank of America
2
Bank of America
North Carolina
$405M
3
Ameriprise
3
Ameriprise
Minnesota
$292M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
SS
5
Simplicity Solutions
Minnesota
$22M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$36.6M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
CONA
3
Capital One National Association
New York
$2.29M
4
SI
4
SII Investments
Wisconsin
$10M
5
AIA
5
Allegis Investment Advisors
Idaho
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
VF
101
Virtu Financial
New York
$1.1M 21,057 +8,519 +68%
QA
102
Quantitative Advantage
Minnesota
$1.08M 20,621 -1,000 -5%
Truist Financial
103
Truist Financial
North Carolina
$1.08M 20,582 +4,571 +29%
AA
104
Advisory Alpha
Michigan
$1.06M 20,134 -3,770 -16%
US Bancorp
105
US Bancorp
Minnesota
$1.05M 20,038 +2,585 +15%
HPC
106
Hobart Private Capital
North Carolina
$1.03M 19,664 +19,664 New
LNWWM
107
Laird Norton Wetherby Wealth Management
California
$1.02M 19,380 +900 +5%
BOH
108
Bank of Hawaii
Hawaii
$1.01M 19,194 – –
OMC
109
Old Mission Capital
Illinois
$991K 18,896 +2,601 +16%
ASN
110
Advisory Services Network
Georgia
$928K 17,693 +715 +4%
AC
111
AFAM Capital
Texas
$927K 17,681 +3,035 +21%
OIA
112
OneDigital Investment Advisors
Kansas
$907K 17,298 +3,030 +21%
FA
113
Forefront Analytics
Pennsylvania
$904K 17,232 +17,232 New
PWM
114
Paulson Wealth Management
Illinois
$901K 17,187 +17,187 New
CCA
115
Checchi Capital Advisers
California
$899K 17,148 – –
FHC
116
First Heartland Consultants
Missouri
$842K 16,064 +3,650 +29%
FAIM
117
Financial Advocates Investment Management
Washington
$824K 15,720 +15,720 New
MCM
118
Mainstay Capital Management
Michigan
$812K 15,482 +15,482 New
BDS
119
Banco de Sabadell
Florida
$808K 15,418 +15,418 New
SWM
120
SeaCrest Wealth Management
New York
$783K 14,933 +14,933 New
W
121
WealthShield
North Carolina
$773K 14,741 +14,741 New
WP
122
WealthShield Partners
North Carolina
$773K 14,741 +14,741 New
APP
123
Avantax Planning Partners
Iowa
$726K 13,835 – –
CHA
124
Cedar Hill Associates
Illinois
$689K 13,138 +164 +1%
MCM
125
Millie Capital Management
California
$680K 12,973 -3,157 -20%
3 4
5
6 7