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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

160 hedge funds and large institutions have $3.76B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
4%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.27%
New
22
Increased
86
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$349M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.16B
3
AssetMark Inc
3
AssetMark Inc
California
$87.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$403M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$26.2M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
IA
2
IndexIQ Advisors
New York
$1.7M
3
UBS AM
3
UBS AM
Illinois
$34.6M
4
Ameriprise
4
Ameriprise
Minnesota
$264M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Evercore Wealth Management
New York
$264K – – –
BOS
127
Bank of Stockton
California
$263K – – –
RCAG
128
Rehmann Capital Advisory Group
Michigan
$258K – – –
Citigroup
129
Citigroup
New York
$240K +$86.8K +1,643 +57%
MC
130
Moors & Cabot
Massachusetts
$238K – – –
KA
131
Kovack Advisors
Florida
$220K +$220K +4,170 New
CA
132
Continuum Advisory
Idaho
$203K -$7.02K -133 -3%
GWM
133
Geneos Wealth Management
Colorado
$184K +$2.79K +53 +2%
IA
134
IFP Advisors
Florida
$148K -$4.98K -94 -3%
TCM
135
TD Capital Management
Tennessee
$113K +$113K +2,132 New
DSC
136
Duncker Streett & Co
Missouri
$95K -$15K -285 -14%
MFW
137
Mosaic Family Wealth
Missouri
$90K – – –
MAM
138
Meeder Asset Management
Ohio
$72K +$17.4K +328 +32%
WT
139
Whittier Trust
California
$56K – – –
IWM
140
IHT Wealth Management
Illinois
$41K +$367 +7 +0.9%
JWA
141
JFS Wealth Advisors
Pennsylvania
$40K – – –
CCM
142
Cribstone Capital Management
Maine
$37K +$4.44K +85 +14%
GRP
143
Global Retirement Partners
California
$32K -$4.96K -94 -13%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$29K – – –
BF
145
BOK Financial
Oklahoma
$27K +$27K +506 New
WCM
146
Wealthcare Capital Management
Virginia
$27K +$27K +515 New
BCM
147
Blume Capital Management
California
$25K – – –
CPA
148
Clear Perspective Advisors
Illinois
$19K – – –
PA
149
Parallel Advisors
California
$19K +$15.3K +284 +412%
FPB
150
First PREMIER Bank
South Dakota
$18K +$18K +342 New
4 5
6
7 8