VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

319 hedge funds and large institutions have $8.29B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
40
Increased
163
Reduced
75
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.64B
2
Victory Capital Management
Victory Capital Management
Texas
$50.1M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$193M
4
Bank of America
Bank of America
North Carolina
$1.44B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$661M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$0
2
AssetMark Inc
AssetMark Inc
California
$146M
3
MNG
Manning & Napier Group
New York
$35.4M
4
UBS AM
UBS AM
Illinois
$32.5M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
126
Curi RMB Capital
Illinois
$1.93M +$298K +5,599 +18%
CFGS
127
Concourse Financial Group Securities
Alabama
$1.91M -$7.85M -147,446 -80%
SIA
128
Strategic Investment Advisors
Michigan
$1.83M +$341K +6,395 +23%
PA
129
PFG Advisors
Arizona
$1.82M +$206K +3,864 +13%
SFA
130
Sequoia Financial Advisors
Ohio
$1.8M +$251K +4,720 +16%
LHC
131
Little House Capital
Massachusetts
$1.76M +$5.86K +110 +0.3%
WWM
132
WT Wealth Management
Arizona
$1.64M +$1.64M +30,737 New
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$1.56M +$773K +14,517 +99%
RA
134
Rational Advisors
New York
$1.5M +$375K +7,036 +33%
BOH
135
Bank of Hawaii
Hawaii
$1.49M +$191K +3,588 +15%
ASN
136
Advisory Services Network
Georgia
$1.42M – – –
BTW
137
Boston Trust Walden
Massachusetts
$1.3M -$89.5K -1,680 -6%
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$1.29M -$49.4K -928 -4%
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$1.27M -$18.7K -352 -1%
RGC
140
Roberts, Glore & Co
Illinois
$1.25M +$53.3K +1,000 +4%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$1.25M -$353K -6,639 -22%
EAM
142
Eagle Asset Management
Florida
$1.24M -$39.7K -745 -3%
AA
143
Alesco Advisors
New York
$1.18M – – –
Millennium Management
144
Millennium Management
New York
$1.15M +$434K +8,158 +61%
BTS
145
BB&T Securities
Virginia
$1.13M -$1.92K -36 -0.2%
CHAM
146
Clear Harbor Asset Management
Connecticut
$1.13M +$154K +2,885 +16%
SWM
147
SeaCrest Wealth Management
New York
$1.12M +$63.4K +1,190 +6%
TC
148
TownSquare Capital
Utah
$1.11M +$584 +11 +0.1%
PAG
149
Private Advisor Group
New Jersey
$1.09M +$22.7K +426 +2%
MPW
150
MA Private Wealth
California
$1.09M -$48.8K -917 -4%
4 5
6
7 8