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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

372 hedge funds and large institutions have $8.84B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+53
Holders Change %
+16.61%
% of All Funds
7.35%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.67%
New
87
Increased
177
Reduced
72
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$1.53B
3
AssetMark Inc
3
AssetMark Inc
California
$212M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$699M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$35.2M
2
UBS AM
2
UBS AM
Illinois
$32.5M
3
IA
3
IndexIQ Advisors
New York
$13.3M
4
MFM
4
MD Financial Management
Ontario, Canada
$67.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
176
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.01M +$1.01M +18,800 New
MPM
177
Meritage Portfolio Management
Kansas
$1M +$1M +18,820 New
SAM
178
Summit Asset Management
Tennessee
$982K +$982K +18,470 New
RIA
179
Regal Investment Advisors
Michigan
$962K +$92.5K +1,739 +11%
EA
180
Emerald Advisors
Washington
$953K +$953K +17,832 New
US Bancorp
181
US Bancorp
Minnesota
$951K -$94.7K -1,780 -9%
QA
182
Quantitative Advantage
Minnesota
$947K -$12.7K -239 -1%
GDP
183
Great Diamond Partners
Maine
$899K +$899K +16,923 New
GC
184
Gilbert & Cook
Iowa
$877K -$48.5K -913 -5%
RIA
185
Realta Investment Advisors
Delaware
$869K +$128K +2,404 +17%
EH
186
Equitable Holdings
New York
$863K +$863K +16,235 New
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$801K -$443K -8,334 -36%
WB
188
WesBanco Bank
West Virginia
$796K -$5.74K -108 -0.7%
RCA
189
Rowland Carmichael Advisors
Arizona
$789K -$253K -4,763 -24%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$765K +$153K +2,871 +25%
MAM
191
Meeder Asset Management
Ohio
$744K +$113K +2,127 +18%
SG Americas Securities
192
SG Americas Securities
New York
$707K – – –
BUB
193
BBVA USA Bancshares
Texas
$698K -$16.9K -318 -2%
TPA
194
Trivium Point Advisory
Connecticut
$656K +$20.7K +389 +3%
TC
195
Telemus Capital
Michigan
$646K +$38.3K +720 +6%
RI
196
Ridgewood Investments
New Jersey
$618K +$73.4K +1,381 +13%
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$608K +$608K +11,435 New
WP
198
WealthShield Partners
North Carolina
$601K -$10.6K -200 -2%
Vanguard Group
199
Vanguard Group
Pennsylvania
$590K +$590K +11,091 New
PW
200
Peninsula Wealth
California
$574K +$6.22K +117 +1%
6 7
8
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