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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

311 hedge funds and large institutions have $7.83B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 85 reducing their positions, and 25 closing their positions.

Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
6.77%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
45
Increased
144
Reduced
85
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.38B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.46B
3
CIM
3
Centersquare Investment Management
Pennsylvania
$83M
4
AWM
4
AE Wealth Management
Kansas
$61.5M
5
AI
5
Atria Investments
North Carolina
$62.3M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$182M
2
UBS AM
2
UBS AM
Illinois
$31.9M
3
MNG
3
Manning & Napier Group
New York
$34.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$98.5M
5
Wells Fargo
5
Wells Fargo
California
$381M
Name Market Value Shares Shares
Change 		Shares
Change %
SP
101
Symmetry Partners
Connecticut
$3.01M 56,907 +6,039 +12%
PBO
102
Peoples Bank (Ohio)
Ohio
$3M 56,857 +1,788 +3%
Betterment LLC
103
Betterment LLC
New York
$2.96M 55,973 +10,759 +24%
ACP
104
Aveo Capital Partners
Colorado
$2.88M 54,318 -2,461 -4%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$2.85M 53,866 +17,208 +47%
5L
106
55I LLC
Massachusetts
$2.78M 52,571 -10,353 -16%
CAM
107
Chandler Asset Management
California
$2.68M 50,700 -3,555 -7%
CCA
108
Clearwater Capital Advisors
Illinois
$2.66M 50,253 -7,251 -13%
NA
109
NewEdge Advisors
Louisiana
$2.41M 45,549 +14,903 +49%
SG
110
Swarthmore Group
Pennsylvania
$2.36M 44,600 +44,600 New
FGAM
111
Financial Gravity Asset Management
Texas
$2.34M 44,273 -12,412 -22%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$2.27M 42,897 -1,379 -3%
BCA
113
Biltmore Capital Advisors
New Jersey
$2.25M 42,579 +494 +1%
BCI
114
Brinker Capital Investments
Pennsylvania
$2.17M 41,000 – –
TFA
115
Transamerica Financial Advisors
Florida
$2.15M 40,652 +39,792 +4,627%
FHC
116
First Heartland Consultants
Missouri
$2.11M 39,900 +842 +2%
SP
117
SWS Partners
Ohio
$2.03M 38,355 +38,355 New
FNT
118
First National Trust
Pennsylvania
$2.03M 38,372 +38,372 New
TCM
119
Tran Capital Management
California
$1.8M 33,999 – –
CRC
120
Curi RMB Capital
Illinois
$1.62M 30,679 -18,960 -38%
HW
121
Hancock Whitney
Mississippi
$1.62M 30,597 +17,511 +134%
PA
122
PFG Advisors
Arizona
$1.6M 30,249 +2,285 +8%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$1.59M 30,045 -998 -3%
SFA
124
Sequoia Financial Advisors
Ohio
$1.54M 29,054 +683 +2%
PAG
125
Private Advisory Group
Washington
$1.49M 28,175 +28,175 New
3 4
5
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