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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 %
RIA
176
Regal Investment Advisors
Michigan
$567K +$102K +1,927 +22%
TPA
177
Trivium Point Advisory
Connecticut
$549K -$81.5K -1,544 -13%
FWP
178
FAS Wealth Partners
Kansas
$533K +$33.3K +630 +7%
Prudential Financial
179
Prudential Financial
New Jersey
$529K +$63.3K +1,198 +14%
FSC
180
Full Sail Capital
Oklahoma
$509K – – –
PW
181
Peninsula Wealth
California
$507K -$34.8K -654 -6%
RI
182
Ridgewood Investments
New Jersey
$501K +$12.6K +238 +3%
FTS
183
Fifth Third Securities
Ohio
$496K -$35.6K -674 -7%
MAM
184
Meeder Asset Management
Ohio
$477K +$248K +4,682 +108%
PCG
185
Private Capital Group
Connecticut
$476K -$13.4K -260 -3%
RPG
186
Resource Planning Group
Georgia
$458K – – –
LFG
187
LifePlan Financial Group
Ohio
$455K +$173K +3,272 +61%
VRM
188
Vectors Research Management
New York
$452K -$14.1K -266 -3%
HC
189
HNP Capital
New York
$452K -$14.1K -266 -3%
CIAS
190
Capital Investment Advisory Services
North Carolina
$452K +$19.4K +367 +4%
FA
191
FDx Advisors
Illinois
$440K +$122K +2,300 +38%
BSB
192
Bangor Savings Bank
Maine
$435K -$4.93M -93,375 -92%
OMC
193
Old Mission Capital
Illinois
$430K +$430K +8,145 New
Schroder Investment Management Group
194
Schroder Investment Management Group
United Kingdom
$419K – – –
CA
195
Cambridge Advisors
Nebraska
$396K -$10.9K -207 -3%
VAS
196
Vestmark Advisory Solutions
Massachusetts
$388K +$34.5K +654 +10%
WWM
197
Western Wealth Management
Colorado
$375K +$9.16K +174 +3%
P
198
Pitcairn
Pennsylvania
$372K +$372K +7,046 New
PAG
199
Pinnacle Advisory Group
Maryland
$371K +$7.56K +143 +2%
KA
200
Kovack Advisors
Florida
$368K +$3.75K +71 +1%
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8
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