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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

319 hedge funds and large institutions have $8.29B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
40
Increased
163
Reduced
75
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.64B
2
Victory Capital Management
Victory Capital Management
Texas
$50.1M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$193M
4
Bank of America
Bank of America
North Carolina
$1.44B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$661M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$0
2
AssetMark Inc
AssetMark Inc
California
$146M
3
MNG
Manning & Napier Group
New York
$35.4M
4
UBS AM
UBS AM
Illinois
$32.5M
5
OFS
OneAscent Financial Services
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$613K +$256K +4,806 +72%
WP
177
WealthShield Partners
North Carolina
$612K – – –
TC
178
Telemus Capital
Michigan
$608K +$7.99K +150 +1%
PW
179
Peninsula Wealth
California
$568K +$60.6K +1,140 +12%
FA
180
Forefront Analytics
Pennsylvania
$560K -$53.8K -1,009 -9%
RI
181
Ridgewood Investments
New Jersey
$546K +$40.5K +761 +8%
FWP
182
FAS Wealth Partners
Kansas
$533K -$3.94K -74 -0.7%
LFG
183
LifePlan Financial Group
Ohio
$524K +$65.6K +1,232 +14%
CAG
184
Csenge Advisory Group
Florida
$510K +$510K +9,566 New
PWA
185
Physician Wealth Advisors
Utah
$497K +$497K +9,321 New
DAS
186
Dynamic Advisor Solutions
Arizona
$492K -$561K -10,528 -53%
PCG
187
Private Capital Group
Connecticut
$483K -$10.2K -191 -2%
KA
188
Kovack Advisors
Florida
$464K +$92.5K +1,735 +25%
HC
189
HNP Capital
New York
$463K +$7.04K +132 +2%
RPG
190
Resource Planning Group
Georgia
$462K – – –
VRM
191
Vectors Research Management
New York
$462K +$7.02K +132 +2%
CIAS
192
Capital Investment Advisory Services
North Carolina
$455K +$798 +15 +0.2%
CCA
193
Catalyst Capital Advisors
New York
$450K +$450K +8,450 New
Schroder Investment Management Group
194
Schroder Investment Management Group
United Kingdom
$422K – – –
CA
195
Capital Advantage
California
$420K +$420K +7,880 New
FTS
196
Fifth Third Securities
Ohio
$413K +$527 +12 +0.1%
Creative Planning
197
Creative Planning
Kansas
$408K +$169K +3,183 +71%
BSB
198
Bangor Savings Bank
Maine
$405K -$32.9K -618 -8%
WWM
199
Western Wealth Management
Colorado
$401K +$20.4K +382 +5%
CA
200
Cambridge Advisors
Nebraska
$399K – – –
6 7
8
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