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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

319 hedge funds and large institutions have $8.29B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 75 reducing their positions, and 30 closing their positions.

Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
40
Increased
163
Reduced
75
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.64B
2
Victory Capital Management
2
Victory Capital Management
Texas
$50.1M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$193M
4
Bank of America
4
Bank of America
North Carolina
$1.44B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$661M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
AssetMark Inc
2
AssetMark Inc
California
$146M
3
MNG
3
Manning & Napier Group
New York
$35.4M
4
UBS AM
4
UBS AM
Illinois
$32.5M
5
OFS
5
OneAscent Financial Services
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
101
Brickley Wealth Management
California
$3.86M 72,520 +2,636 +4%
FNT
102
First National Trust
Pennsylvania
$3.42M 64,185 +25,813 +67%
PAG
103
Private Advisory Group
Washington
$3.36M 63,149 +34,974 +124%
APC
104
Aspire Private Capital
North Carolina
$3.28M 61,485 +4,393 +8%
ACP
105
Aveo Capital Partners
Colorado
$3.21M 60,248 +5,930 +11%
SIM
106
Sterling Investment Management
Arizona
$3.12M 58,661 +35,138 +149%
SP
107
Symmetry Partners
Connecticut
$3.09M 58,035 +1,128 +2%
CAM
108
Chandler Asset Management
California
$3.03M 56,885 +6,185 +12%
Betterment LLC
109
Betterment LLC
New York
$2.96M 55,973 – –
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$2.82M 52,942 +33,827 +177%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$2.8M 52,592 -1,274 -2%
NA
112
NewEdge Advisors
Louisiana
$2.68M 50,228 +4,679 +10%
SFA
113
Semmax Financial Advisors
North Carolina
$2.66M 49,988 -7,304 -13%
5L
114
55I LLC
Massachusetts
$2.61M 48,935 -3,636 -7%
Allianz Asset Management
115
Allianz Asset Management
Germany
$2.54M 47,595 -38,496 -45%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$2.51M 47,107 +4,210 +10%
SG
117
Swarthmore Group
Pennsylvania
$2.38M 44,600 – –
PBO
118
Peoples Bank (Ohio)
Ohio
$2.37M 44,431 -12,426 -22%
SP
119
SWS Partners
Ohio
$2.29M 43,048 +4,693 +12%
FHC
120
First Heartland Consultants
Missouri
$2.21M 41,558 +1,658 +4%
BCI
121
Brinker Capital Investments
Pennsylvania
$2.18M 41,000 – –
CCA
122
Clearwater Capital Advisors
Illinois
$2.16M 40,581 -9,672 -19%
BCA
123
Biltmore Capital Advisors
New Jersey
$2.06M 38,631 -3,948 -9%
FGAM
124
Financial Gravity Asset Management
Texas
$2.02M 37,995 -6,278 -14%
TCM
125
Tran Capital Management
California
$1.99M 37,414 +3,415 +10%
3 4
5
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