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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

244 hedge funds and large institutions have $5.78B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
244
Holders Change
+17
Holders Change %
+7.49%
% of All Funds
5.59%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
37
Increased
119
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$340M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$85.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.96B
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$84.6M
5
Bank of America
5
Bank of America
North Carolina
$593M

Top Sellers

1
Jane Street
1
Jane Street
New York
$46.4M
2
UBS AM
2
UBS AM
Illinois
$37.1M
3
AssetMark Inc
3
AssetMark Inc
California
$92.9M
4
MNG
4
Manning & Napier Group
New York
$18.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Forefront Analytics
Pennsylvania
$888K -$3.26K -64 -0.4%
GC
127
Gilbert & Cook
Iowa
$874K -$10.3K -201 -1%
HW
128
Hancock Whitney
Mississippi
$852K +$852K +16,709 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$850K -$336K -6,592 -28%
FGAM
130
Financial Gravity Asset Management
Texas
$833K +$75.8K +1,495 +10%
SWM
131
SeaCrest Wealth Management
New York
$822K -$41.6K -815 -5%
CCA
132
Checchi Capital Advisers
California
$816K +$3.98K +78 +0.5%
FTS
133
Fifth Third Securities
Ohio
$812K +$80.6K +1,582 +11%
DAS
134
Dynamic Advisor Solutions
Arizona
$808K +$808K +15,835 New
BDS
135
Banco de Sabadell
Florida
$786K – – –
SWP
136
Stratos Wealth Partners
Ohio
$735K +$39.7K +778 +6%
FWM
137
Frontier Wealth Management
Missouri
$717K +$455K +8,934 +174%
FAIM
138
Financial Advocates Investment Management
Washington
$690K +$95.9K +1,881 +16%
BCM
139
Brookstone Capital Management
Illinois
$659K +$659K +12,914 New
BFA
140
Beaumont Financial Advisors
Massachusetts
$639K +$40.7K +799 +7%
WP
141
WealthShield Partners
North Carolina
$604K -$127K -2,479 -17%
Deutsche Bank
142
Deutsche Bank
Germany
$601K +$8.52K +167 +1%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$566K +$566K +11,101 New
WB
144
WesBanco Bank
West Virginia
$539K +$34.3K +672 +7%
PCG
145
Private Capital Group
Connecticut
$513K +$17.6K +346 +4%
RIA
146
Regal Investment Advisors
Michigan
$495K +$184K +3,601 +59%
RI
147
Ridgewood Investments
New Jersey
$469K -$3.62K -71 -0.8%
PW
148
Peninsula Wealth
California
$438K +$1.68K +33 +0.4%
RA
149
Rational Advisors
New York
$423K +$311K +6,095 +277%
FFA
150
First Foundation Advisors
California
$417K +$417K +8,171 New
4 5
6
7 8