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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

211 hedge funds and large institutions have $4.19B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
211
Holders Change
+51
Holders Change %
+31.88%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
60
Increased
91
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$67.4M
2
Bank of America
2
Bank of America
North Carolina
$405M
3
Ameriprise
3
Ameriprise
Minnesota
$292M
4
LPL Financial
4
LPL Financial
California
$58.6M
5
SS
5
Simplicity Solutions
Minnesota
$22M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$36.6M
2
ICOA
2
Investment Centers of America
North Dakota
$0
3
CONA
3
Capital One National Association
New York
$2.29M
4
SI
4
SII Investments
Wisconsin
$10M
5
AIA
5
Allegis Investment Advisors
Idaho
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
201
Creative Financial Designs
Indiana
$4K 82 – –
PSW
202
Portfolio Strategies (Washington)
Washington
$4K 82 +13 +19%
NC
203
NewSquare Capital
Pennsylvania
$4K 84 +84 New
CFA
204
Carroll Financial Associates
North Carolina
$4K 90 +90 New
CPA
205
Clear Perspective Advisors
Illinois
$3K 60 -300 -83%
MPPLM
206
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3K 52 +52 New
VFA
207
Valeo Financial Advisors
Indiana
$3K 52 +52 New
AWMS
208
Advocacy Wealth Management Services
Georgia
$3K 61 +61 New
JCM
209
Jacobi Capital Management
Pennsylvania
$2K 34 – –
GEA
210
Glen Eagle Advisors
New Jersey
$1.36K 26 +26 New
TCM
211
Tradewinds Capital Management
Washington
$1K 23 +23 New
PCG
212
Private Capital Group
Connecticut
$388 11,968 +11,968 New
ICOA
213
Investment Centers of America
North Dakota
– – -207,331 Closed
TAT
214
TD Ameritrade Trust
Colorado
– – -41,139 Closed
WI
215
WBI Investments
New Jersey
– – -19,750 Closed
FTUS
216
Flow Traders U.S.
New York
– – -14,342 Closed
CA
217
Continuum Advisory
Idaho
– – -3,848 Closed
BF
218
BOK Financial
Oklahoma
– – -506 Closed
AIM
219
Advantage Investment Management
Iowa
– – -65 Closed
RFM
220
Royal Fund Management
Florida
– – -30 Closed
AFNAS
221
American Financial Network Advisory Services
California
– – -4 Closed
Parallax Volatility Advisers
222
Parallax Volatility Advisers
California
$0 1 – –
CA
223
Calton & Associates
Florida
$0 13 +13 New
5 6 7 8
9