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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

227 hedge funds and large institutions have $5.37B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
5.2%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
37
Increased
104
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.91B
2
Bank of America
Bank of America
North Carolina
$557M
3
Jane Street
Jane Street
New York
$99.4M
4
Ameriprise
Ameriprise
Minnesota
$298M
5
MIS
Morningstar Investment Services
Illinois
$50.8M

Top Sellers

1
UBS AM
UBS AM
Illinois
$37.2M
2
MFM
MD Financial Management
Ontario, Canada
$46.4M
3
MNG
Manning & Napier Group
New York
$18M
4
Morgan Stanley
Morgan Stanley
New York
$27.7M
5
Lazard Asset Management
Lazard Asset Management
New York
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
Frontier Wealth Management
Missouri
$264K +$264K +5,132 New
RCAG
152
Rehmann Capital Advisory Group
Michigan
$252K – – –
CA
153
Continuum Advisory
Idaho
$250K +$250K +4,861 New
PAG
154
Pinnacle Advisory Group
Maryland
$245K +$12.7K +247 +5%
LJAC
155
L.J. Altfest & Co
New York
$238K +$564 +11 +0.2%
DIP
156
DT Investment Partners
Pennsylvania
$231K -$412 -8 -0.2%
AA
157
Advisory Alpha
Michigan
$217K -$95.9K -1,188 -31%
LFAS
158
Level Four Advisory Services
Texas
$215K +$215K +4,178 New
IA
159
IFP Advisors
Florida
$204K +$94.5K +1,836 +86%
PIA
160
Pinion Investment Advisors
Kansas
$201K -$6.02K -117 -3%
SFWA
161
Summit Financial Wealth Advisors
Louisiana
$201K – – –
LFG
162
LifePlan Financial Group
Ohio
$175K +$100K +1,947 +134%
MAM
163
Meeder Asset Management
Ohio
$156K +$24.3K +472 +18%
APA
164
American Portfolios Advisors
New York
$148K +$43.9K +855 +42%
MFW
165
Mosaic Family Wealth
Missouri
$118K +$29.9K +580 +34%
GWM
166
Geneos Wealth Management
Colorado
$115K -$23.6K -460 -17%
CF
167
Centaurus Financial
California
$114K +$114K +2,208 New
RA
168
Rational Advisors
New York
$113K +$42.7K +832 +61%
TCM
169
TD Capital Management
Tennessee
$112K +$774 +15 +0.7%
Citigroup
170
Citigroup
New York
$103K +$30.8K +596 +43%
DSC
171
Duncker Streett & Co
Missouri
$93K – – –
FHA
172
Flagship Harbor Advisors
Massachusetts
$93K +$93K +1,820 New
AIM
173
Advantage Investment Management
Iowa
$92K +$92K +1,785 New
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$86K +$15.1K +295 +21%
DWM
175
Destination Wealth Management
California
$74K +$71K +1,386 +2,349%
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