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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

227 hedge funds and large institutions have $5.37B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
5.2%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
37
Increased
104
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.91B
2
Bank of America
Bank of America
North Carolina
$557M
3
Jane Street
Jane Street
New York
$99.4M
4
Ameriprise
Ameriprise
Minnesota
$298M
5
MIS
Morningstar Investment Services
Illinois
$50.8M

Top Sellers

1
UBS AM
UBS AM
Illinois
$37.2M
2
MFM
MD Financial Management
Ontario, Canada
$46.4M
3
MNG
Manning & Napier Group
New York
$18M
4
Morgan Stanley
Morgan Stanley
New York
$27.7M
5
Lazard Asset Management
Lazard Asset Management
New York
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$701K +$10.2K +199 +1%
BFA
127
Beaumont Financial Advisors
Massachusetts
$603K +$603K +11,731 New
Deutsche Bank
128
Deutsche Bank
Germany
$597K -$15.2K -296 -2%
FAIM
129
Financial Advocates Investment Management
Washington
$597K +$18.1K +354 +3%
WB
130
WesBanco Bank
West Virginia
$508K +$51.8K +1,008 +11%
PCG
131
Private Capital Group
Connecticut
$499K +$51.7K +1,007 +12%
RI
132
Ridgewood Investments
New Jersey
$477K +$4.32K +84 +0.9%
AWM
133
Altium Wealth Management
New York
$441K -$17.6K -342 -4%
LA
134
LVW Advisors
New York
$439K -$39.6K -771 -8%
PW
135
Peninsula Wealth
California
$439K +$1.9K +37 +0.4%
EIC
136
Equity Investment Corp
Georgia
$423K – – –
BFC
137
Bedel Financial Consulting
Indiana
$414K +$53.4K +1,040 +15%
Schroder Investment Management Group
138
Schroder Investment Management Group
United Kingdom
$407K – – –
CA
139
Cambridge Advisors
Nebraska
$386K – – –
CS
140
Credit Suisse
Switzerland
$379K +$379K +7,370 New
GC
141
Garde Capital
Washington
$351K -$24.8K -483 -7%
IWC
142
Integrated Wealth Concepts
Massachusetts
$323K -$123K -1,117 -28%
BUB
143
BBVA USA Bancshares
Texas
$318K +$318K +6,192 New
RIA
144
Regal Investment Advisors
Michigan
$314K -$254K -4,934 -45%
Comerica Bank
145
Comerica Bank
Texas
$305K -$11.4K -222 -4%
RWM
146
Ritholtz Wealth Management
New York
$302K -$21.4K -416 -7%
BFEC
147
Benjamin F. Edwards & Company
Missouri
$300K – – –
KA
148
Kovack Advisors
Florida
$293K -$16.1K -313 -5%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$282K +$61.9K +1,206 +28%
FA
150
FDx Advisors
Illinois
$279K +$279K +5,429 New
4 5
6
7 8