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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

266 hedge funds and large institutions have $6.01B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 36 closing their positions.

Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
5.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
60
Increased
92
Reduced
85
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.1B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$563M
3
Bank of America
3
Bank of America
North Carolina
$653M
4
Wells Fargo
4
Wells Fargo
California
$386M
5
AG
5
Advisor Group
Arizona
$57M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.14M
2
UBS AM
2
UBS AM
Illinois
$37.5M
3
Jane Street
3
Jane Street
New York
$10M
4
AWM
4
AE Wealth Management
Kansas
$1.08M
5
UCFA
5
United Capital Financial Advisors
Texas
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
101
Brinker Capital Investments
Pennsylvania
$2.11M -$2.11M -41,000 -50%
Betterment LLC
102
Betterment LLC
New York
$2.01M +$384K +7,458 +24%
FHC
103
First Heartland Consultants
Missouri
$1.98M +$234K +4,548 +13%
HFS
104
HL Financial Services
Kentucky
$1.9M +$75.3K +1,463 +4%
SP
105
SWS Partners
Ohio
$1.87M +$361K +7,017 +24%
Truist Financial
106
Truist Financial
North Carolina
$1.76M +$236K +4,583 +16%
TCM
107
Tran Capital Management
California
$1.75M +$1.75M +33,999 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$1.71M +$849K +16,483 +99%
LHC
109
Little House Capital
Massachusetts
$1.66M +$1.66M +32,150 New
Franklin Resources
110
Franklin Resources
California
$1.63M -$28.9K -562 -2%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$1.62M +$293K +5,684 +22%
AA
112
Alesco Advisors
New York
$1.57M +$57.2K +1,110 +4%
ACM
113
AlphaStar Capital Management
North Carolina
$1.55M -$128K -2,496 -8%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$1.54M +$50.3K +976 +3%
LWS
115
Lucia Wealth Services
California
$1.52M -$445K -8,643 -23%
HPC
116
Hobart Private Capital
North Carolina
$1.44M -$36.2K -704 -2%
FM
117
Family Management
New York
$1.38M +$1.38M +26,833 New
DAS
118
Dynamic Advisor Solutions
Arizona
$1.37M +$557K +10,798 +68%
BTS
119
BB&T Securities
Virginia
$1.37M +$1.37M +26,615 New
BTW
120
Boston Trust Walden
Massachusetts
$1.32M -$45.7K -888 -3%
RGC
121
Roberts, Glore & Co
Illinois
$1.29M -$494K -9,600 -28%
BCM
122
Brookstone Capital Management
Illinois
$1.28M +$617K +11,979 +93%
FWM
123
Frontier Wealth Management
Missouri
$1.26M +$540K +10,480 +75%
BOH
124
Bank of Hawaii
Hawaii
$1.24M -$92.4K -1,793 -7%
LNWWM
125
Laird Norton Wetherby Wealth Management
California
$1.23M -$42.8K -831 -3%
3 4
5
6 7