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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

266 hedge funds and large institutions have $6.01B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
5.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
60
Increased
92
Reduced
85
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.1B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$563M
3
Bank of America
Bank of America
North Carolina
$653M
4
Wells Fargo
Wells Fargo
California
$386M
5
AG
Advisor Group
Arizona
$57M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$1.14M
2
UBS AM
UBS AM
Illinois
$37.5M
3
Jane Street
Jane Street
New York
$10M
4
AWM
AE Wealth Management
Kansas
$1.08M
5
UCFA
United Capital Financial Advisors
Texas
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
176
Bedel Financial Consulting
Indiana
$380K – – –
GC
177
Garde Capital
Washington
$352K – – –
BUB
178
BBVA USA Bancshares
Texas
$350K +$15.1K +293 +5%
KA
179
Kovack Advisors
Florida
$349K +$24.5K +476 +8%
PAG
180
Pinnacle Advisory Group
Maryland
$334K +$2.83K +55 +0.9%
GAM
181
Gould Asset Management
California
$331K -$3.32M -64,590 -91%
William Blair & Company
182
William Blair & Company
Illinois
$324K +$324K +6,141 New
DP
183
Dearborn Partners
Illinois
$317K – – –
TSS
184
Two Sigma Securities
New York
$316K -$1.17M -22,723 -79%
BAM
185
Belpointe Asset Management
Nevada
$311K -$29.6K -575 -9%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$290K +$135K +2,628 +87%
DIP
187
DT Investment Partners
Pennsylvania
$281K +$43.9K +854 +19%
Comerica Bank
188
Comerica Bank
Texas
$273K -$310 -6 -0.1%
AAS
189
Avantax Advisory Services
Texas
$269K +$269K +5,246 New
APA
190
American Portfolios Advisors
New York
$268K +$51.9K +1,008 +24%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$263K -$11.9K -232 -4%
CA
192
Continuum Advisory
Idaho
$262K +$39.3K +764 +18%
SFS
193
Sowell Financial Services
Arkansas
$259K +$259K +5,026 New
RT
194
Rockland Trust
Massachusetts
$250K +$250K +4,856 New
GIA
195
Gladstone Institutional Advisory
Florida
$250K +$250K +4,862 New
CWM
196
Connecticut Wealth Management
Connecticut
$248K +$248K +4,808 New
CC
197
Courier Capital
New York
$242K – – –
Creative Planning
198
Creative Planning
Kansas
$241K +$2.68K +52 +1%
MAU
199
MRA Associates USA
Arizona
$241K +$241K +4,677 New
LFG
200
LifePlan Financial Group
Ohio
$236K -$6.6K -128 -3%
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8
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