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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

244 hedge funds and large institutions have $5.78B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
244
Holders Change
+17
Holders Change %
+7.49%
% of All Funds
5.59%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
37
Increased
119
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$340M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$85.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.96B
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$84.6M
5
Bank of America
5
Bank of America
North Carolina
$593M

Top Sellers

1
Jane Street
1
Jane Street
New York
$46.4M
2
UBS AM
2
UBS AM
Illinois
$37.1M
3
AssetMark Inc
3
AssetMark Inc
California
$92.9M
4
MNG
4
Manning & Napier Group
New York
$18.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$5.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
151
Schroder Investment Management Group
United Kingdom
$404K 7,923 – –
CA
152
Cetera Advisors
Colorado
$390K 7,636 +7,636 New
CA
153
Cambridge Advisors
Nebraska
$383K 7,500 – –
BFC
154
Bedel Financial Consulting
Indiana
$373K 7,389 -670 -8%
GC
155
Garde Capital
Washington
$346K 6,837 – –
BAM
156
Belpointe Asset Management
Nevada
$337K 6,616 +6,616 New
BUB
157
BBVA USA Bancshares
Texas
$332K 6,506 +314 +5%
PAG
158
Pinnacle Advisory Group
Maryland
$328K 6,433 +1,669 +35%
KA
159
Kovack Advisors
Florida
$321K 6,295 +600 +11%
DP
160
Dearborn Partners
Illinois
$313K 6,147 +6,147 New
BFEC
161
Benjamin F. Edwards & Company
Missouri
$297K 5,828 – –
FA
162
FDx Advisors
Illinois
$276K 5,421 -8 -0.1%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$272K 5,341 -150 -3%
Comerica Bank
164
Comerica Bank
Texas
$267K 5,289 -646 -11%
RCAG
165
Rehmann Capital Advisory Group
Michigan
$250K 4,896 – –
CC
166
Courier Capital
New York
$240K 4,700 -17,169 -79%
LFG
167
LifePlan Financial Group
Ohio
$240K 4,707 +1,310 +39%
LJAC
168
L.J. Altfest & Co
New York
$237K 4,648 +10 +0.2%
Creative Planning
169
Creative Planning
Kansas
$236K 4,621 +4,621 New
DIP
170
DT Investment Partners
Pennsylvania
$235K 4,607 +118 +3%
AWM
171
Altium Wealth Management
New York
$230K 4,517 -4,069 -47%
IWC
172
Integrated Wealth Concepts
Massachusetts
$224K 4,412 +1,488 +51%
AA
173
Advisory Alpha
Michigan
$222K 2,806 +117 +4%
CA
174
Continuum Advisory
Idaho
$220K 4,323 -538 -11%
DWM
175
Destination Wealth Management
California
$217K 4,257 +2,812 +195%
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7
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