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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

266 hedge funds and large institutions have $6.01B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
5.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
60
Increased
92
Reduced
85
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.1B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$563M
3
Bank of America
Bank of America
North Carolina
$653M
4
Wells Fargo
Wells Fargo
California
$386M
5
AG
Advisor Group
Arizona
$57M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$1.14M
2
UBS AM
UBS AM
Illinois
$37.5M
3
Jane Street
Jane Street
New York
$10M
4
AWM
AE Wealth Management
Kansas
$1.08M
5
UCFA
United Capital Financial Advisors
Texas
$5.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
201
Prudential Financial
New Jersey
$219K +$219K +4,260 New
BFEC
202
Benjamin F. Edwards & Company
Missouri
$209K -$91.4K -1,773 -30%
MAM
203
Meeder Asset Management
Ohio
$206K +$68.9K +1,335 +50%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$190K +$151K +2,943 +391%
AAM
205
Advisors Asset Management
Colorado
$166K +$35.2K +685 +27%
LWM
206
Liberty Wealth Management
California
$140K +$140K +2,725 New
TCM
207
TD Capital Management
Tennessee
$114K +$1.14K +22 +1%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$113K -$37.5K -730 -25%
DWM
209
Destination Wealth Management
California
$110K -$109K -2,122 -50%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$96K – – –
DSC
211
Duncker Streett & Co
Missouri
$93K – – –
MFW
212
Mosaic Family Wealth
Missouri
$88K – – –
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$83K -$3.3K -64 -4%
HS
214
Horan Securities
United States
$73K +$73K +1,426 New
FCA
215
FinTrust Capital Advisors
South Carolina
$69K +$69K +1,339 New
IA
216
IFP Advisors
Florida
$56K -$144K -2,806 -72%
HNB
217
Huntington National Bank
Ohio
$56K – – –
WT
218
Whittier Trust
California
$54K – – –
PA
219
Parallel Advisors
California
$52K +$33.5K +662 +181%
TRCT
220
Tower Research Capital (TRC)
New York
$49K +$38K +744 +344%
MA
221
MUFG Americas
New York
$47K -$17.1K -330 -27%
PCIA
222
Prime Capital Investment Advisors
Kansas
$47K +$12.3K +239 +36%
FHA
223
Flagship Harbor Advisors
Massachusetts
$40K -$131K -2,585 -77%
CFA
224
Carroll Financial Associates
North Carolina
$40K +$10.5K +205 +36%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$38K +$6.28K +121 +20%
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9
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