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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

319 hedge funds and large institutions have $8.29B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
40
Increased
163
Reduced
75
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.64B
2
Victory Capital Management
Victory Capital Management
Texas
$50.1M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$193M
4
Bank of America
Bank of America
North Carolina
$1.44B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$661M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$0
2
AssetMark Inc
AssetMark Inc
California
$146M
3
MNG
Manning & Napier Group
New York
$35.4M
4
UBS AM
UBS AM
Illinois
$32.5M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
151
Great Valley Advisor Group
Delaware
$1.07M +$10.3K +193 +1%
OC
152
Oppenheimer & Co
New York
$1.07M +$386K +7,239 +56%
NFG
153
Next Financial Group
Texas
$1.07M +$160K +2,997 +18%
FAIM
154
Financial Advocates Investment Management
Washington
$1.06M +$170K +3,189 +19%
US Bancorp
155
US Bancorp
Minnesota
$1.05M +$102K +1,916 +11%
RCA
156
Rowland Carmichael Advisors
Arizona
$1.04M -$79.9K -1,501 -7%
SWP
157
Stratos Wealth Partners
Ohio
$1.04M -$24.2K -454 -2%
MCM
158
Mainstay Capital Management
Michigan
$1.03M -$57.7K -1,084 -5%
BDS
159
Banco de Sabadell
Florida
$1.02M – – –
ZCA
160
Zeke Capital Advisors
Pennsylvania
$1.02M – – –
ACM
161
AlphaStar Capital Management
North Carolina
$1.02M +$48.2K +904 +5%
Renaissance Technologies
162
Renaissance Technologies
New York
$995K +$995K +18,675 New
QA
163
Quantitative Advantage
Minnesota
$961K -$104K -1,950 -10%
GC
164
Gilbert & Cook
Iowa
$927K -$22.7K -426 -2%
RIA
165
Regal Investment Advisors
Michigan
$871K +$299K +5,618 +52%
WB
166
WesBanco Bank
West Virginia
$803K +$76.1K +1,430 +10%
FFA
167
First Foundation Advisors
California
$780K +$130K +2,446 +20%
Prudential Financial
168
Prudential Financial
New Jersey
$746K +$213K +4,001 +40%
RIA
169
Realta Investment Advisors
Delaware
$741K +$46.1K +867 +7%
BUB
170
BBVA USA Bancshares
Texas
$716K +$37K +695 +5%
SG Americas Securities
171
SG Americas Securities
New York
$708K – – –
AIM
172
AMI Investment Management
Indiana
$652K – – –
SPIA
173
Steward Partners Investment Advisory
New York
$642K -$47.9K -901 -7%
TPA
174
Trivium Point Advisory
Connecticut
$636K +$82.4K +1,548 +15%
MAM
175
Meeder Asset Management
Ohio
$632K +$151K +2,839 +31%
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