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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

311 hedge funds and large institutions have $7.83B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
6.77%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
45
Increased
144
Reduced
85
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.38B
2
CSIA
Charles Schwab Investment Advisory
California
$2.46B
3
CIM
Centersquare Investment Management
Pennsylvania
$83M
4
AWM
AE Wealth Management
Kansas
$61.5M
5
AI
Atria Investments
North Carolina
$62.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$182M
2
UBS AM
UBS AM
Illinois
$31.9M
3
MNG
Manning & Napier Group
New York
$34.1M
4
Stifel Financial
Stifel Financial
Missouri
$98.5M
5
Wells Fargo
Wells Fargo
California
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
151
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M +$496K +9,382 +95%
BDS
152
Banco de Sabadell
Florida
$1.02M +$42.2K +799 +4%
ZCA
153
Zeke Capital Advisors
Pennsylvania
$1.01M +$1.01M +19,160 New
Janus Henderson Group
154
Janus Henderson Group
United Kingdom
$1.01M -$503K -9,512 -33%
CHAM
155
Clear Harbor Asset Management
Connecticut
$966K -$112K -2,115 -10%
ACM
156
AlphaStar Capital Management
North Carolina
$964K -$615K -11,640 -39%
GC
157
Gilbert & Cook
Iowa
$942K +$230K +4,357 +32%
US Bancorp
158
US Bancorp
Minnesota
$938K -$253K -4,784 -21%
NFG
159
Next Financial Group
Texas
$904K +$884K +16,733 +4,486%
FAIM
160
Financial Advocates Investment Management
Washington
$888K +$146K +2,770 +20%
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$822K -$81.5K -1,543 -9%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$776K +$64.3K +1,217 +9%
WB
163
WesBanco Bank
West Virginia
$721K – – –
Millennium Management
164
Millennium Management
New York
$710K -$1.52M -28,769 -68%
SG Americas Securities
165
SG Americas Securities
New York
$703K – – –
RIA
166
Realta Investment Advisors
Delaware
$689K +$151K +2,862 +28%
SPIA
167
Steward Partners Investment Advisory
New York
$684K +$414K +7,852 +154%
OC
168
Oppenheimer & Co
New York
$682K +$33.7K +638 +5%
BUB
169
BBVA USA Bancshares
Texas
$673K +$221K +4,190 +49%
AIM
170
AMI Investment Management
Indiana
$647K – – –
FFA
171
First Foundation Advisors
California
$644K +$35.7K +676 +6%
IC
172
Innealta Capital
Texas
$609K -$38.2K -723 -6%
FA
173
Forefront Analytics
Pennsylvania
$608K +$80K +1,515 +15%
WP
174
WealthShield Partners
North Carolina
$607K -$15.8K -300 -3%
TC
175
Telemus Capital
Michigan
$599K +$130K +2,448 +28%
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7
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