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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

297 hedge funds and large institutions have $6.54B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
297
Holders Change
+31
Holders Change %
+11.65%
% of All Funds
6.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
60
Increased
121
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$263M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.26B
3
Stifel Financial
3
Stifel Financial
Missouri
$108M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$44.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$40.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.99M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$647M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPW
126
MA Private Wealth
California
$1.41M 26,861 -27,934 -51%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$1.4M 26,819 -1,025,920 -97%
FWM
128
Frontier Wealth Management
Missouri
$1.39M 26,443 +1,897 +8%
EAM
129
Eagle Asset Management
Florida
$1.33M 25,459 +25,459 New
BTW
130
Boston Trust Walden
Massachusetts
$1.32M 25,165 -500 -2%
RGC
131
Roberts, Glore & Co
Illinois
$1.31M 25,085 – –
BOH
132
Bank of Hawaii
Hawaii
$1.27M 24,181 +146 +0.6%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$1.25M 23,850 – –
BTS
134
BB&T Securities
Virginia
$1.24M 23,724 -2,891 -11%
ASN
135
Advisory Services Network
Georgia
$1.24M 23,595 +894 +4%
SIM
136
Sterling Investment Management
Arizona
$1.23M 23,523 +23,523 New
EC
137
Estate Counselors
Wisconsin
$1.2M 22,950 +22,950 New
DAS
138
Dynamic Advisor Solutions
Arizona
$1.2M 22,935 -3,698 -14%
US Bancorp
139
US Bancorp
Minnesota
$1.18M 22,532 +322 +1%
RCA
140
Rowland Carmichael Advisors
Arizona
$1.16M 22,094 +22,094 New
MAFM
141
Mid Atlantic Financial Management
Pennsylvania
$1.14M 21,749 +1,481 +7%
QA
142
Quantitative Advantage
Minnesota
$1.13M 21,500 +121 +0.6%
TC
143
TownSquare Capital
Utah
$1.11M 21,125 -40 -0.2%
CHAM
144
Clear Harbor Asset Management
Connecticut
$1.07M 20,395 -1,100 -5%
GVAG
145
Great Valley Advisor Group
Delaware
$1.05M 20,109 – –
MCM
146
Mainstay Capital Management
Michigan
$1.05M 20,042 +990 +5%
BDS
147
Banco de Sabadell
Florida
$967K 18,455 – –
HFS
148
HL Financial Services
Kentucky
$964K 18,408 -18,437 -50%
SWM
149
SeaCrest Wealth Management
New York
$962K 18,378 +1,051 +6%
ACM
150
AlphaStar Capital Management
North Carolina
$917K 29,878 -166 -0.6%
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