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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

266 hedge funds and large institutions have $6.01B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
5.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
60
Increased
92
Reduced
85
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.1B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$563M
3
Bank of America
Bank of America
North Carolina
$653M
4
Wells Fargo
Wells Fargo
California
$386M
5
AG
Advisor Group
Arizona
$57M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$1.14M
2
UBS AM
UBS AM
Illinois
$37.5M
3
Jane Street
Jane Street
New York
$10M
4
AWM
AE Wealth Management
Kansas
$1.08M
5
UCFA
United Capital Financial Advisors
Texas
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$1.17M +$58.6K +1,137 +5%
US Bancorp
127
US Bancorp
Minnesota
$1.14M -$217K -4,210 -16%
SS
128
Simplicity Solutions
Minnesota
$1.14M -$41.5M -805,071 -97%
CHAM
129
Clear Harbor Asset Management
Connecticut
$1.11M -$43.8K -850 -4%
QA
130
Quantitative Advantage
Minnesota
$1.1M +$9.84K +191 +0.9%
TC
131
TownSquare Capital
Utah
$1.09M +$1.09M +21,165 New
AWM
132
AE Wealth Management
Kansas
$1.08M -$34.2M -663,482 -97%
Millennium Management
133
Millennium Management
New York
$1.06M +$68.1K +1,323 +7%
MAFM
134
Mid Atlantic Financial Management
Pennsylvania
$1.04M +$1.04M +20,268 New
GVAG
135
Great Valley Advisor Group
Delaware
$1.04M +$1.04M +20,109 New
PAG
136
Private Advisor Group
New Jersey
$1.02M -$1.75M -33,894 -63%
HP
137
HT Partners
Connecticut
$994K -$4.35M -84,518 -81%
MCM
138
Mainstay Capital Management
Michigan
$980K -$28.8K -560 -3%
BDS
139
Banco de Sabadell
Florida
$949K +$156K +3,037 +20%
FGC
140
Financial Gravity Companies
Texas
$893K +$893K +17,290 New
SWM
141
SeaCrest Wealth Management
New York
$892K +$62.8K +1,219 +8%
HC
142
HNP Capital
New York
$875K +$875K +17,002 New
VRM
143
Vectors Research Management
New York
$855K -$141K -2,730 -14%
OMC
144
Old Mission Capital
Illinois
$853K -$618K -12,012 -42%
SIA
145
Strategic Investment Advisors
Michigan
$744K +$744K +14,442 New
HW
146
Hancock Whitney
Mississippi
$742K -$119K -2,310 -14%
SWP
147
Stratos Wealth Partners
Ohio
$739K -$3.3K -64 -0.4%
Deutsche Bank
148
Deutsche Bank
Germany
$729K +$123K +2,383 +20%
GC
149
Gilbert & Cook
Iowa
$725K -$158K -3,065 -18%
FAIM
150
Financial Advocates Investment Management
Washington
$717K +$20.9K +407 +3%
4 5
6
7 8