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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

157 hedge funds and large institutions have $3.45B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
23
Increased
75
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Wells Fargo
2
Wells Fargo
California
$189M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$366M
4
Ameriprise
4
Ameriprise
Minnesota
$282M
5
IA
5
IndexIQ Advisors
New York
$36.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$18.3M
2
UBS AM
2
UBS AM
Illinois
$32.9M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$110M
4
MNA
4
Manning & Napier Advisors
New York
$14M
5
QA
5
Quantitative Advantage
Minnesota
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Almanack Investment Partners
Pennsylvania
$127K +$127K +2,404 New
PAG
127
Private Advisory Group
Washington
$120K -$438K -8,299 -78%
DSC
128
Duncker Streett & Co
Missouri
$110K – – –
MFW
129
Mosaic Family Wealth
Missouri
$90K -$20K -380 -18%
NA
130
NewEdge Advisors
Louisiana
$89.4K +$89.4K +1,702 New
ASN
131
Advisory Services Network
Georgia
$84K +$897 +17 +1%
WT
132
Whittier Trust
California
$55K – – –
MAM
133
Meeder Asset Management
Ohio
$54K +$21.9K +418 +68%
Creative Planning
134
Creative Planning
Kansas
$46K -$13.2K -250 -22%
SF
135
Synovus Financial
Georgia
$44K +$36.4K +685 +479%
JWA
136
JFS Wealth Advisors
Pennsylvania
$40K – – –
GRP
137
Global Retirement Partners
California
$37K – – –
CCM
138
Cribstone Capital Management
Maine
$33K – – –
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$30K +$30K +567 New
BCM
140
Blume Capital Management
California
$25K -$2.41K -46 -9%
SIM
141
Sonora Investment Management
Arizona
$24.3K +$24.3K +461 New
CPA
142
Clear Perspective Advisors
Illinois
$19K – – –
CAL
143
Capital Analysts LLC
Pennsylvania
$16.3K +$53 +1 +0.3%
DADC
144
D.A. Davidson & Co
Montana
$15K -$5.03K -100 -25%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$9K -$56.2K -1,092 -86%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$8.11K +154 +906%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$6K +$6K +117 New
TWA
148
TCI Wealth Advisors
Arizona
$5K +$5K +98 New
GI
149
Gradient Investments
Minnesota
$5K +$5K +101 New
PSW
150
Portfolio Strategies (Washington)
Washington
$4K – – –
3 4 5
6
7