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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

216 hedge funds and large institutions have $4.46B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 46 reducing their positions, and 25 closing their positions.

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
4.96%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
34
Increased
98
Reduced
46
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.29B
2
Bank of America
2
Bank of America
North Carolina
$470M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$456M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$53M
5
Jane Street
5
Jane Street
New York
$37.9M

Top Sellers

1
CA
1
Cambridge Associates
Massachusetts
$0
2
IH
2
IFC Holdings
Florida
$0
3
IA
3
IndexIQ Advisors
New York
$40.9M
4
Ameriprise
4
Ameriprise
Minnesota
$263M
5
RWM
5
Ritholtz Wealth Management
New York
$324K
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
126
Regal Investment Advisors
Michigan
$570K 11,045 +482 +5%
IAA
127
Ironsides Asset Advisors
North Carolina
$516K 10,000 – –
LA
128
LVW Advisors
New York
$481K 9,319 +59 +0.6%
RI
129
Ridgewood Investments
New Jersey
$474K 9,191 -417 -4%
AWM
130
Altium Wealth Management
New York
$461K 8,928 – –
WB
131
WesBanco Bank
West Virginia
$458K 8,879 – –
PCG
132
Private Capital Group
Connecticut
$450K 8,718 -3,250 -27%
PW
133
Peninsula Wealth
California
$439K 8,523 +8,523 New
EIC
134
Equity Investment Corp
Georgia
$425K 8,235 – –
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$409K 7,923 +1,060 +15%
CA
136
Cambridge Advisors
Nebraska
$387K 7,500 -48 -0.6%
GC
137
Garde Capital
Washington
$378K 7,320 – –
AIP
138
Almanack Investment Partners
Pennsylvania
$374K 7,239 +1,670 +30%
ASN
139
Advisory Services Network
Georgia
$368K 7,124 -10,569 -60%
NFG
140
Next Financial Group
Texas
$366K 7,092 +7,092 New
BFC
141
Bedel Financial Consulting
Indiana
$362K 7,019 +7,019 New
RWM
142
Ritholtz Wealth Management
New York
$324K 6,282 -221,473 -97%
Comerica Bank
143
Comerica Bank
Texas
$316K 6,157 -62 -1%
KA
144
Kovack Advisors
Florida
$310K 6,008 +1,191 +25%
BFEC
145
Benjamin F. Edwards & Company
Missouri
$301K 5,828 – –
EWM
146
Evercore Wealth Management
New York
$258K 5,000 – –
BOS
147
Bank of Stockton
California
$258K 5,000 – –
WT
148
Whittier Trust
California
$254K 4,921 – –
RCAG
149
Rehmann Capital Advisory Group
Michigan
$253K 4,896 – –
CC
150
Courier Capital
New York
$243K 4,700 – –
4 5
6
7 8