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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

227 hedge funds and large institutions have $5.37B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 104 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
5.2%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
37
Increased
104
Reduced
50
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.91B
2
Bank of America
Bank of America
North Carolina
$557M
3
Jane Street
Jane Street
New York
$99.4M
4
Ameriprise
Ameriprise
Minnesota
$298M
5
MIS
Morningstar Investment Services
Illinois
$50.8M

Top Sellers

1
UBS AM
UBS AM
Illinois
$37.2M
2
MFM
MD Financial Management
Ontario, Canada
$46.4M
3
MNG
Manning & Napier Group
New York
$18M
4
Morgan Stanley
Morgan Stanley
New York
$27.7M
5
Lazard Asset Management
Lazard Asset Management
New York
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$25.9K -498 -72%
AA
202
Apriem Advisors
California
$10K +$10K +196 New
ME
203
McIlrath & Eck
Washington
$8K – – –
JCM
204
Jacobi Capital Management
Pennsylvania
$8K +$1.08K +22 +16%
AF
205
Advisornet Financial
Minnesota
$7K -$1.32K -24 -16%
CFA
206
Carroll Financial Associates
North Carolina
$7K – – –
SF
207
Synovus Financial
Georgia
$7K – – –
CAL
208
Capital Analysts LLC
Pennsylvania
$7K – – –
AWM
209
AllSquare Wealth Management
New York
$7K +$7K +130 New
Toronto Dominion Bank
210
Toronto Dominion Bank
Ontario, Canada
$7K +$7K +136 New
SWMG
211
Signature Wealth Management Group
Georgia
$6K – – –
WT
212
Washington Trust
Rhode Island
$6K +$6K +115 New
SIS
213
Sound Income Strategies
Florida
$5K – – –
TRCT
214
Tower Research Capital (TRC)
New York
$5K +$5K +97 New
MWM
215
MinichMacGregor Wealth Management
New York
$5K +$5K +114 New
CFD
216
Creative Financial Designs
Indiana
$4K – – –
VFA
217
Valeo Financial Advisors
Indiana
$4K +$1.58K +34 +65%
MPPLM
218
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3K – – –
CPA
219
Clear Perspective Advisors
Illinois
$3K – – –
BCA
220
Bay Colony Advisors
Massachusetts
$3K +$3K +60 New
WAM
221
Watermark Asset Management
California
$3K +$3K +64 New
FMP
222
Financial Management Professionals
Texas
$2K +$2K +34 New
KJWM
223
Kiley Juergens Wealth Management
Washington
$2K +$2K +50 New
GEA
224
Glen Eagle Advisors
New Jersey
$1.34K – – –
RFA
225
Reilly Financial Advisors
California
$1K +$1K +11 New
7 8
9
10 11