Vanguard Mortgage-Backed Securities ETF
VMBS
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.
80% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 25
69% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 85
20% more capital invested
Capital invested by funds: $6.54B → $7.83B (+$1.29B)
17% more funds holding in top 10
Funds holding in top 10: 23 → 27 (+4)
5.09% more ownership
Funds ownership: 76.29% → 81.39% (+5.1%)
5% more funds holding
Funds holding: 297 → 311 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$722M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$182M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$82.2M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$36.6M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$82.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$9.88M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9.54M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.04M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.85M |
VMBS Hedge Fund Activity: Q2 2019 in Review
311 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q2 2019, worth a combined $7.83B — up 20% from $6.54B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new VMBS positions and 25 closed out — a net gain of 20 holders — while 144 added to existing stakes and 85 trimmed.
The largest buyer was Bank of America, adding an estimated $722M. The largest seller was AssetMark Inc, cutting an estimated $82.2M.
- 311 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q2 2019, up from 297 in Q1 2019.
- Funds reported $7.83B of Vanguard Mortgage-Backed Securities ETF stock for Q2 2019, up 20% quarter-over-quarter.
- 45 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q2 2019 and 25 closed out, a net change of +20 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q2 2019 was Bank of America, an estimated $722M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q2 2019 was AssetMark Inc, an estimated $82.2M sold.
Based on aggregated 13F filings for Q2 2019.