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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

211 hedge funds and large institutions have $4.19B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
211
Holders Change
+51
Holders Change %
+31.88%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
60
Increased
91
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$67.4M
2
Bank of America
2
Bank of America
North Carolina
$405M
3
Ameriprise
3
Ameriprise
Minnesota
$292M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
SS
5
Simplicity Solutions
Minnesota
$22M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$36.6M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
CONA
3
Capital One National Association
New York
$2.29M
4
SI
4
SII Investments
Wisconsin
$10M
5
AIA
5
Allegis Investment Advisors
Idaho
$6.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
176
Mosaic Family Wealth
Missouri
$90K – – –
IWM
177
IHT Wealth Management
Illinois
$85K +$43.9K +836 +107%
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$72K +$67.3K +1,291 +1,434%
Federated Hermes
179
Federated Hermes
Pennsylvania
$47K +$47K +900 New
JWA
180
JFS Wealth Advisors
Pennsylvania
$40K – – –
MA
181
MUFG Americas
New York
$36K +$36K +689 New
GRP
182
Global Retirement Partners
California
$32K – – –
CCM
183
Cribstone Capital Management
Maine
$28K -$9.53K -180 -25%
WCM
184
Wealthcare Capital Management
Virginia
$27K – – –
BCM
185
Blume Capital Management
California
$25K – – –
PA
186
Parallel Advisors
California
$19K – – –
FPB
187
First PREMIER Bank
South Dakota
$18K – – –
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$4K +79 +36%
MOS
189
MGO One Seven
Ohio
$15K +$15K +278 New
NPC
190
National Planning Corporation
California
$13.8K -$3.62M -68,846 -100%
CAC
191
Certified Advisory Corp
Florida
$13K +$13K +263 New
SIS
192
Sound Income Strategies
Florida
$10K +$10K +200 New
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$9K +$4.91K +101 +120%
AF
194
Advisornet Financial
Minnesota
$8K +$8K +151 New
ME
195
McIlrath & Eck
Washington
$8K +$8K +157 New
CAL
196
Capital Analysts LLC
Pennsylvania
$7K – – –
VCM
197
Virtue Capital Management
Tennessee
$7K +$7K +130 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$6K – – –
SWMG
199
Signature Wealth Management Group
Georgia
$6K +$6K +122 New
WTB
200
Washington Trust Bank
Washington
$5K +$5K +96 New
5 6 7
8
9