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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

211 hedge funds and large institutions have $4.19B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+51
Holders Change %
+31.88%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
60
Increased
91
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$67.4M
2
Bank of America
2
Bank of America
North Carolina
$405M
3
Ameriprise
3
Ameriprise
Minnesota
$292M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
SS
5
Simplicity Solutions
Minnesota
$22M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$36.6M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
CONA
3
Capital One National Association
New York
$2.29M
4
SI
4
SII Investments
Wisconsin
$10M
5
AIA
5
Allegis Investment Advisors
Idaho
$6.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
151
Bank of Stockton
California
$262K – – –
EWM
152
Evercore Wealth Management
New York
$262K – – –
VCM
153
Vivaldi Capital Management
Illinois
$260K -$131K -2,490 -33%
WT
154
Whittier Trust
California
$258K +$203K +3,867 +367%
RCAG
155
Rehmann Capital Advisory Group
Michigan
$257K – – –
KA
156
Kovack Advisors
Florida
$253K +$34K +647 +16%
CC
157
Courier Capital
New York
$246K +$246K +4,700 New
Janus Henderson Group
158
Janus Henderson Group
United Kingdom
$244K -$831K -15,818 -77%
DIP
159
DT Investment Partners
Pennsylvania
$241K +$241K +4,597 New
MC
160
Moors & Cabot
Massachusetts
$236K – – –
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$228K +$228K +4,350 New
Baird Financial Group
162
Baird Financial Group
Wisconsin
$211K +$211K +4,032 New
PAG
163
Pinnacle Advisory Group
Maryland
$207K +$207K +3,944 New
LFAS
164
Level Four Advisory Services
Texas
$202K +$202K +3,855 New
IWC
165
Integrated Wealth Concepts
Massachusetts
$201K +$201K +3,842 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$177K +$147K +2,805 +495%
GWM
167
Geneos Wealth Management
Colorado
$171K -$12K -228 -7%
Citigroup
168
Citigroup
New York
$169K -$69.4K -1,322 -29%
MAM
169
Meeder Asset Management
Ohio
$124K +$52.9K +1,012 +75%
TCM
170
TD Capital Management
Tennessee
$113K +$842 +16 +0.8%
IA
171
IFP Advisors
Florida
$111K -$35K -670 -24%
APA
172
American Portfolios Advisors
New York
$101K +$101K +1,931 New
IWP
173
Icon Wealth Partners
Texas
$101K +$101K +1,935 New
FANJ
174
Financial Architects (New Jersey)
New Jersey
$100K +$100K +1,912 New
DSC
175
Duncker Streett & Co
Missouri
$95K – – –
5 6
7
8 9