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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

211 hedge funds and large institutions have $4.19B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
211
Holders Change
+51
Holders Change %
+31.88%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
60
Increased
91
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$67.4M
2
Bank of America
2
Bank of America
North Carolina
$405M
3
Ameriprise
3
Ameriprise
Minnesota
$292M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
SS
5
Simplicity Solutions
Minnesota
$22M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$36.6M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
CONA
3
Capital One National Association
New York
$2.29M
4
SI
4
SII Investments
Wisconsin
$10M
5
AIA
5
Allegis Investment Advisors
Idaho
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
126
Mirador Capital Partners
California
$629K 11,993 +4,755 +66%
PSF
127
Pacific Sun Financial
California
$629K 11,993 +11,993 New
ACM
128
Aviance Capital Management
Florida
$597K 11,383 -1,824 -14%
FGC
129
Financial Gravity Companies
Texas
$565K 10,898 +10,898 New
RIA
130
Regal Investment Advisors
Michigan
$554K 10,563 -1,641 -13%
SWP
131
Stratos Wealth Partners
Ohio
$552K 10,531 +1,834 +21%
IAA
132
Ironsides Asset Advisors
North Carolina
$524K 10,000 -10,000 -50%
FWIA
133
Fort Washington Investment Advisors
Ohio
$514K 9,800 -13,368 -58%
RI
134
Ridgewood Investments
New Jersey
$504K 9,608 +238 +3%
LA
135
LVW Advisors
New York
$486K 9,260 – –
BAM
136
Belpointe Asset Management
Nevada
$473K 9,023 +812 +10%
AWM
137
Altium Wealth Management
New York
$468K 8,928 +8,928 New
PAG
138
Private Advisor Group
New Jersey
$467K 8,924 -7,880 -47%
WB
139
WesBanco Bank
West Virginia
$466K 8,879 +842 +10%
FTS
140
Fifth Third Securities
Ohio
$436K 8,322 +8,322 New
EIC
141
Equity Investment Corp
Georgia
$432K 8,235 – –
CIAS
142
Capital Investment Advisory Services
North Carolina
$416K 7,932 -520 -6%
CA
143
Cambridge Advisors
Nebraska
$396K 7,548 +1 +0%
GC
144
Garde Capital
Washington
$384K 7,320 -123 -2%
Schroder Investment Management Group
145
Schroder Investment Management Group
United Kingdom
$360K 6,863 +781 +13%
HighTower Advisors
146
HighTower Advisors
Illinois
$352K 6,638 +6,638 New
Comerica Bank
147
Comerica Bank
Texas
$324K 6,219 +6,219 New
BFEC
148
Benjamin F. Edwards & Company
Missouri
$306K 5,828 +5,828 New
SWP
149
Strategic Wealth Partners
Ohio
$298K 5,643 +5,643 New
AIP
150
Almanack Investment Partners
Pennsylvania
$292K 5,569 +15 +0.3%
4 5
6
7 8