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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

372 hedge funds and large institutions have $8.84B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+53
Holders Change %
+16.61%
% of All Funds
7.35%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.67%
New
87
Increased
177
Reduced
72
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$1.53B
3
AssetMark Inc
3
AssetMark Inc
California
$212M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$699M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$35.2M
2
UBS AM
2
UBS AM
Illinois
$32.5M
3
IA
3
IndexIQ Advisors
New York
$13.3M
4
MFM
4
MD Financial Management
Ontario, Canada
$67.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
126
Semmax Financial Advisors
North Carolina
$2.71M +$55.8K +1,049 +2%
5L
127
55I LLC
Massachusetts
$2.62M +$20.2K +380 +0.8%
CRC
128
Curi RMB Capital
Illinois
$2.54M +$609K +11,455 +32%
HC
129
HNP Capital
New York
$2.51M +$2.05M +38,424 +443%
VRM
130
Vectors Research Management
New York
$2.51M +$2.04M +38,433 +443%
SIA
131
Strategic Investment Advisors
Michigan
$2.39M +$566K +10,641 +31%
FHC
132
First Heartland Consultants
Missouri
$2.24M +$25.4K +478 +1%
BCI
133
Brinker Capital Investments
Pennsylvania
$2.19M +$11.5K +217 +0.5%
AIM
134
AMI Investment Management
Indiana
$2.17M +$1.52M +28,590 +233%
TCM
135
Tran Capital Management
California
$2.17M +$175K +3,296 +9%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$2.02M -$774K -14,555 -28%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$1.99M +$437K +8,222 +28%
BCA
138
Biltmore Capital Advisors
New Jersey
$1.96M -$90.1K -1,695 -4%
PA
139
PFG Advisors
Arizona
$1.94M +$117K +2,196 +6%
LHC
140
Little House Capital
Massachusetts
$1.91M +$150K +2,812 +8%
SFA
141
Sequoia Financial Advisors
Ohio
$1.91M +$112K +2,106 +6%
RGC
142
Roberts, Glore & Co
Illinois
$1.87M +$628K +11,810 +50%
WWM
143
WT Wealth Management
Arizona
$1.86M +$224K +4,214 +14%
BOH
144
Bank of Hawaii
Hawaii
$1.81M +$327K +6,150 +22%
JWCA
145
J.W. Cole Advisors
Florida
$1.81M +$1.81M +34,047 New
GFPC
146
Global Financial Private Client
Florida
$1.8M +$1.8M +33,890 New
RA
147
Rational Advisors
New York
$1.77M +$279K +5,237 +19%
ASN
148
Advisory Services Network
Georgia
$1.76M +$332K +6,247 +23%
FFA
149
First Foundation Advisors
California
$1.63M +$855K +16,074 +110%
PFG
150
Pacific Financial Group
Washington
$1.62M +$1.32M +24,865 +445%
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6
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