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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

372 hedge funds and large institutions have $8.84B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+53
Holders Change %
+16.61%
% of All Funds
7.35%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.67%
New
87
Increased
177
Reduced
72
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$1.53B
3
AssetMark Inc
3
AssetMark Inc
California
$212M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$699M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$35.2M
2
UBS AM
2
UBS AM
Illinois
$32.5M
3
IA
3
IndexIQ Advisors
New York
$13.3M
4
MFM
4
MD Financial Management
Ontario, Canada
$67.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
151
Marcum Wealth
Ohio
$1.47M +$1.47M +27,578 New
Allianz Asset Management
152
Allianz Asset Management
Germany
$1.44M -$1.09M -20,582 -43%
PBO
153
Peoples Bank (Ohio)
Ohio
$1.37M -$997K -18,750 -42%
MAFM
154
Mid Atlantic Financial Management
Pennsylvania
$1.36M +$96K +1,805 +8%
SWM
155
SeaCrest Wealth Management
New York
$1.36M +$244K +4,597 +22%
ACM
156
AlphaStar Capital Management
North Carolina
$1.36M +$340K +6,396 +33%
BTW
157
Boston Trust Walden
Massachusetts
$1.3M +$798 +15 +0.1%
EAM
158
Eagle Asset Management
Florida
$1.3M +$60.3K +1,134 +5%
SWP
159
Stratos Wealth Partners
Ohio
$1.29M +$251K +4,720 +24%
CHAM
160
Clear Harbor Asset Management
Connecticut
$1.22M +$93K +1,750 +8%
Mackenzie Financial
161
Mackenzie Financial
Ontario, Canada
$1.17M -$116K -2,188 -9%
FAIM
162
Financial Advocates Investment Management
Washington
$1.14M +$78.6K +1,479 +7%
OC
163
Oppenheimer & Co
New York
$1.11M +$41.3K +776 +4%
MPW
164
MA Private Wealth
California
$1.08M +$744 +14 +0.1%
TC
165
TownSquare Capital
Utah
$1.08M -$25.9K -487 -2%
PAG
166
Private Advisor Group
New Jersey
$1.08M -$4.79K -90 -0.4%
GVAG
167
Great Valley Advisor Group
Delaware
$1.07M – – –
CCA
168
Clearwater Capital Advisors
Illinois
$1.06M -$1.1M -20,700 -51%
PA
169
Parkside Advisors
California
$1.05M +$1.05M +19,692 New
KCM
170
Kornitzer Capital Management
Kansas
$1.05M +$1.05M +19,662 New
MCM
171
Mainstay Capital Management
Michigan
$1.04M +$12.1K +227 +1%
BDS
172
Banco de Sabadell
Florida
$1.02M – – –
ZCA
173
Zeke Capital Advisors
Pennsylvania
$1.02M – – –
Prudential Financial
174
Prudential Financial
New Jersey
$1.02M +$272K +5,120 +37%
NFG
175
Next Financial Group
Texas
$1.02M -$52.7K -991 -5%
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