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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

372 hedge funds and large institutions have $8.84B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 72 reducing their positions, and 29 closing their positions.

Holders
372
Holders Change
+53
Holders Change %
+16.61%
% of All Funds
7.35%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.67%
New
87
Increased
177
Reduced
72
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$1.53B
3
AssetMark Inc
3
AssetMark Inc
California
$212M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$699M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$35.2M
2
UBS AM
2
UBS AM
Illinois
$32.5M
3
IA
3
IndexIQ Advisors
New York
$13.3M
4
MFM
4
MD Financial Management
Ontario, Canada
$67.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
101
Foothills Asset Management
Arizona
$4.54M +$95.9K +1,803 +2%
SAM
102
Secure Asset Management
Michigan
$4.39M +$4.39M +82,633 New
CCA
103
Checchi Capital Advisers
California
$4.39M -$128K -2,415 -3%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$4.31M +$7.5K +141 +0.2%
BCM
105
Brookstone Capital Management
Illinois
$4.27M +$388K +7,297 +10%
HW
106
Hancock Whitney
Mississippi
$4.22M -$1.14M -21,389 -21%
FA
107
FC Advisory
Pennsylvania
$4.14M -$12.6K -236 -0.3%
LBD
108
Landsberg Bennett & Dubbaneh
Florida
$4.13M -$2.91M -54,702 -41%
SWG
109
Summit Wealth Group
Vermont
$4.13M +$4.13M +77,653 New
TA
110
Tiedemann Advisors
New York
$4.13M – – –
Betterment LLC
111
Betterment LLC
New York
$4.07M +$1.1M +20,621 +37%
BWM
112
Brickley Wealth Management
California
$3.99M +$133K +2,509 +3%
FNT
113
First National Trust
Pennsylvania
$3.99M +$576K +10,825 +17%
PAG
114
Private Advisory Group
Washington
$3.73M +$371K +6,983 +11%
DFG
115
DWM Financial Group
Illinois
$3.73M +$3.73M +70,060 New
FNBOH
116
First National Bank of Hutchinson
Kansas
$3.7M +$3.7M +69,555 New
APC
117
Aspire Private Capital
North Carolina
$3.44M +$171K +3,219 +5%
LWM
118
Lionsbridge Wealth Management
Florida
$3.37M +$3.37M +63,159 New
ACP
119
Aveo Capital Partners
Colorado
$3.31M +$103K +1,942 +3%
SG
120
Swarthmore Group
Pennsylvania
$3.16M +$787K +14,800 +33%
CAM
121
Chandler Asset Management
California
$3.15M +$122K +2,300 +4%
SP
122
Symmetry Partners
Connecticut
$3.09M -$213 -4 -0%
SIM
123
Sterling Investment Management
Arizona
$2.93M -$190K -3,579 -6%
NA
124
NewEdge Advisors
Louisiana
$2.91M +$240K +4,507 +9%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$2.84M +$333K +6,258 +13%
3 4
5
6 7