VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

216 hedge funds and large institutions have $4.46B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 46 reducing their positions, and 25 closing their positions.

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
4.96%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
34
Increased
98
Reduced
46
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.29B
2
Bank of America
2
Bank of America
North Carolina
$470M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$456M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$53M
5
Jane Street
5
Jane Street
New York
$37.9M

Top Sellers

1
CA
1
Cambridge Associates
Massachusetts
$0
2
IH
2
IFC Holdings
Florida
$0
3
IA
3
IndexIQ Advisors
New York
$40.9M
4
Ameriprise
4
Ameriprise
Minnesota
$263M
5
RWM
5
Ritholtz Wealth Management
New York
$324K
Name Market Value Shares Shares
Change 		Shares
Change %
LJAC
151
L.J. Altfest & Co
New York
$239K 4,627 +4,627 New
MC
152
Moors & Cabot
Massachusetts
$233K 4,506 – –
PAG
153
Pinnacle Advisory Group
Maryland
$233K 4,517 +573 +15%
DIP
154
DT Investment Partners
Pennsylvania
$232K 4,497 -100 -2%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$221K 4,285 +4,168 +3,562%
IWC
156
Integrated Wealth Concepts
Massachusetts
$208K 4,041 +199 +5%
PIA
157
Pinion Investment Advisors
Kansas
$208K 4,025 +4,025 New
SFWA
158
Summit Financial Wealth Advisors
Louisiana
$201K 3,901 +3,901 New
AA
159
Advisory Alpha
Michigan
$200K 3,877 -16,257 -81%
GWM
160
Geneos Wealth Management
Colorado
$139K 2,698 -564 -17%
MAM
161
Meeder Asset Management
Ohio
$132K 2,564 +194 +8%
IA
162
IFP Advisors
Florida
$111K 2,126 – –
TCM
163
TD Capital Management
Tennessee
$111K 2,156 +8 +0.4%
APA
164
American Portfolios Advisors
New York
$104K 2,018 +87 +5%
SFM
165
Signet Financial Management
New Jersey
$98K 1,897 +1,897 New
DSC
166
Duncker Streett & Co
Missouri
$93K 1,805 – –
MFW
167
Mosaic Family Wealth
Missouri
$88K 1,707 – –
LFG
168
LifePlan Financial Group
Ohio
$75K 1,450 +1,450 New
Citigroup
169
Citigroup
New York
$72K 1,399 -1,821 -57%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$71K 1,381 – –
RA
171
Rational Advisors
New York
$71K 1,368 +1,368 New
IWM
172
IHT Wealth Management
Illinois
$62K 1,210 -408 -25%
SWP
173
Strategic Wealth Partners
Ohio
$41K 785 -4,858 -86%
WTC
174
WhitTier Trust Company
Nevada
$41K 790 +790 New
JWA
175
JFS Wealth Advisors
Pennsylvania
$40K 767 – –
5 6
7
8 9