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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

311 hedge funds and large institutions have $7.83B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
6.77%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
45
Increased
144
Reduced
85
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.38B
2
CSIA
Charles Schwab Investment Advisory
California
$2.46B
3
CIM
Centersquare Investment Management
Pennsylvania
$83M
4
AWM
AE Wealth Management
Kansas
$61.5M
5
AI
Atria Investments
North Carolina
$62.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$182M
2
UBS AM
UBS AM
Illinois
$31.9M
3
MNG
Manning & Napier Group
New York
$34.1M
4
Stifel Financial
Stifel Financial
Missouri
$98.5M
5
Wells Fargo
Wells Fargo
California
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
126
Strategic Investment Advisors
Michigan
$1.49M +$626K +11,786 +73%
LFPWM
127
Leicht Financial Planning & Wealth Management
New Jersey
$1.47M +$1.47M +27,855 New
ASN
128
Advisory Services Network
Georgia
$1.42M +$176K +3,326 +14%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$1.39M -$30.1K -569 -2%
BTW
130
Boston Trust Walden
Massachusetts
$1.38M +$52.8K +1,000 +4%
Mackenzie Financial
131
Mackenzie Financial
Ontario, Canada
$1.33M +$1.33M +25,132 New
BOH
132
Bank of Hawaii
Hawaii
$1.29M +$10.9K +207 +0.9%
OIA
133
OneDigital Investment Advisors
Kansas
$1.29M +$621K +11,752 +93%
MAFM
134
Mid Atlantic Financial Management
Pennsylvania
$1.27M +$125K +2,363 +11%
EAM
135
Eagle Asset Management
Florida
$1.27M -$77.1K -1,460 -6%
SIM
136
Sterling Investment Management
Arizona
$1.24M – – –
RGC
137
Roberts, Glore & Co
Illinois
$1.19M -$140K -2,650 -11%
AA
138
Alesco Advisors
New York
$1.17M -$434K -8,215 -27%
MPW
139
MA Private Wealth
California
$1.13M -$294K -5,564 -21%
BTS
140
BB&T Securities
Virginia
$1.12M -$133K -2,520 -11%
RCA
141
Rowland Carmichael Advisors
Arizona
$1.12M -$51.9K -982 -4%
RA
142
Rational Advisors
New York
$1.11M +$263K +4,983 +31%
TC
143
TownSquare Capital
Utah
$1.1M -$14.9K -282 -1%
MCM
144
Mainstay Capital Management
Michigan
$1.08M +$18K +341 +2%
QA
145
Quantitative Advantage
Minnesota
$1.06M -$79.2K -1,499 -7%
PAG
146
Private Advisor Group
New Jersey
$1.06M -$1.86M -35,296 -64%
GVAG
147
Great Valley Advisor Group
Delaware
$1.06M -$7.56K -143 -0.7%
SWP
148
Stratos Wealth Partners
Ohio
$1.05M +$334K +6,319 +46%
SWM
149
SeaCrest Wealth Management
New York
$1.05M +$74K +1,401 +8%
DAS
150
Dynamic Advisor Solutions
Arizona
$1.04M -$167K -3,166 -14%
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