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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

227 hedge funds and large institutions have $5.37B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 50 reducing their positions, and 23 closing their positions.

Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
5.2%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
37
Increased
104
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.91B
2
Bank of America
2
Bank of America
North Carolina
$557M
3
Jane Street
3
Jane Street
New York
$99.4M
4
Ameriprise
4
Ameriprise
Minnesota
$298M
5
MIS
5
Morningstar Investment Services
Illinois
$50.8M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$37.2M
2
MFM
2
MD Financial Management
Ontario, Canada
$46.4M
3
MNG
3
Manning & Napier Group
New York
$18M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.7M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$1.29M 25,009 +1,558 +7%
Truist Financial
102
Truist Financial
North Carolina
$1.26M 24,479 +1,695 +7%
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$1.23M 23,850 – –
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$1.2M 23,256 +475 +2%
CHAM
105
Clear Harbor Asset Management
Connecticut
$1.17M 22,845 -50 -0.2%
CC
106
Courier Capital
New York
$1.12M 21,869 +17,169 +365%
ASN
107
Advisory Services Network
Georgia
$1.12M 21,830 +14,706 +206%
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$1.1M 21,482 +21,482 New
QA
109
Quantitative Advantage
Minnesota
$1.09M 21,112 +357 +2%
MCM
110
Mainstay Capital Management
Michigan
$1.04M 20,137 +2,346 +13%
PWM
111
Paulson Wealth Management
Illinois
$1.02M 19,892 +881 +5%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$1M 19,530 +7,048 +56%
BOH
113
Bank of Hawaii
Hawaii
$903K 17,571 +4,455 +34%
FA
114
Forefront Analytics
Pennsylvania
$899K 17,481 +25 +0.1%
GC
115
Gilbert & Cook
Iowa
$891K 17,339 +17,339 New
SWM
116
SeaCrest Wealth Management
New York
$870K 16,923 +530 +3%
CONA
117
Capital One National Association
New York
$864K 16,804 -4,608 -22%
CCA
118
Checchi Capital Advisers
California
$819K 15,924 -1,236 -7%
BDS
119
Banco de Sabadell
Florida
$793K 15,418 – –
AC
120
AFAM Capital
Texas
$772K 15,010 -2,519 -14%
FGAM
121
Financial Gravity Asset Management
Texas
$767K 14,941 +1,922 +15%
FTS
122
Fifth Third Securities
Ohio
$737K 14,346 +104 +0.7%
WP
123
WealthShield Partners
North Carolina
$736K 14,314 – –
CWM
124
Cornerstone Wealth Management
Missouri
$726K 37,208 +37,208 New
OIA
125
OneDigital Investment Advisors
Kansas
$723K 14,060 -3,057 -18%
3 4
5
6 7