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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

216 hedge funds and large institutions have $4.46B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 46 reducing their positions, and 25 closing their positions.

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
4.96%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
34
Increased
98
Reduced
46
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.29B
2
Bank of America
2
Bank of America
North Carolina
$470M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$456M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$53M
5
Jane Street
5
Jane Street
New York
$37.9M

Top Sellers

1
CA
1
Cambridge Associates
Massachusetts
$0
2
IH
2
IFC Holdings
Florida
$0
3
IA
3
IndexIQ Advisors
New York
$40.9M
4
Ameriprise
4
Ameriprise
Minnesota
$263M
5
RWM
5
Ritholtz Wealth Management
New York
$324K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$1.18M 22,781 -12,988 -36%
Truist Financial
102
Truist Financial
North Carolina
$1.18M 22,784 +2,202 +11%
HPC
103
Hobart Private Capital
North Carolina
$1.15M 22,326 +2,662 +14%
CONA
104
Capital One National Association
New York
$1.11M 21,412 -22,241 -51%
QA
105
Quantitative Advantage
Minnesota
$1.07M 20,755 +134 +0.6%
PWM
106
Paulson Wealth Management
Illinois
$981K 19,011 +1,824 +11%
MCM
107
Mainstay Capital Management
Michigan
$918K 17,791 +2,309 +15%
AC
108
AFAM Capital
Texas
$905K 17,529 -152 -0.9%
FA
109
Forefront Analytics
Pennsylvania
$900K 17,456 +224 +1%
CCA
110
Checchi Capital Advisers
California
$885K 17,160 +12 +0.1%
OIA
111
OneDigital Investment Advisors
Kansas
$883K 17,117 -181 -1%
SWM
112
SeaCrest Wealth Management
New York
$846K 16,393 +1,460 +10%
BDS
113
Banco de Sabadell
Florida
$794K 15,418 – –
PAG
114
Private Advisor Group
New Jersey
$760K 14,720 +5,796 +65%
WP
115
WealthShield Partners
North Carolina
$739K 14,314 -427 -3%
FTS
116
Fifth Third Securities
Ohio
$734K 14,242 +5,920 +71%
APP
117
Avantax Planning Partners
Iowa
$714K 13,835 – –
SWP
118
Stratos Wealth Partners
Ohio
$693K 13,441 +2,910 +28%
BOH
119
Bank of Hawaii
Hawaii
$677K 13,116 -6,078 -32%
FGC
120
Financial Gravity Companies
Texas
$665K 13,019 +2,121 +19%
FGAM
121
Financial Gravity Asset Management
Texas
$665K 13,019 +13,019 New
ACM
122
Aviance Capital Management
Florida
$647K 12,536 +1,153 +10%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$644K 12,482 +8,450 +210%
Deutsche Bank
124
Deutsche Bank
Germany
$614K 11,916 +11,916 New
FAIM
125
Financial Advocates Investment Management
Washington
$583K 11,296 -4,424 -28%
3 4
5
6 7