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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

311 hedge funds and large institutions have $7.83B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 144 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+14
Holders Change %
+4.71%
% of All Funds
6.77%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
45
Increased
144
Reduced
85
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.38B
2
CSIA
Charles Schwab Investment Advisory
California
$2.46B
3
CIM
Centersquare Investment Management
Pennsylvania
$83M
4
AWM
AE Wealth Management
Kansas
$61.5M
5
AI
Atria Investments
North Carolina
$62.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$182M
2
UBS AM
UBS AM
Illinois
$31.9M
3
MNG
Manning & Napier Group
New York
$34.1M
4
Stifel Financial
Stifel Financial
Missouri
$98.5M
5
Wells Fargo
Wells Fargo
California
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
201
Integrated Wealth Concepts
Massachusetts
$356K +$22.2K +539 +7%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$354K +$66.2K +1,254 +23%
DP
203
Dearborn Partners
Illinois
$354K +$24K +455 +7%
FFN
204
Focus Financial Network
Minnesota
$335K +$10.1K +192 +3%
PA
205
Parallel Advisors
California
$329K +$265K +5,006 +412%
APA
206
American Portfolios Advisors
New York
$326K -$1.13M -21,406 -78%
Comerica Bank
207
Comerica Bank
Texas
$323K -$30.2K -572 -9%
GC
208
Garde Capital
Washington
$308K -$8.13K -154 -3%
PFG
209
Pacific Financial Group
Washington
$306K +$306K +5,845 New
RCAG
210
Rehmann Capital Advisory Group
Michigan
$305K +$44.6K +844 +17%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$304K +$89.5K +1,693 +42%
MAU
212
MRA Associates USA
Arizona
$301K +$6.92K +131 +2%
BFC
213
Bedel Financial Consulting
Indiana
$299K – – –
BAM
214
Belpointe Asset Management
Nevada
$288K +$288K +5,456 New
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$285K +$67.6K +1,279 +31%
CGFA
216
Colton Groome Financial Advisors
North Carolina
$280K +$280K +5,302 New
TSS
217
Two Sigma Securities
New York
$278K -$360K -6,824 -56%
AAMA
218
Advanced Asset Management Advisors
Ohio
$276K -$31K -586 -10%
GIA
219
Gladstone Institutional Advisory
Florida
$274K +$41K +777 +18%
JIC
220
Johnson Investment Counsel
Ohio
$267K -$148K -2,811 -36%
CFS
221
Cannon Financial Strategists
Georgia
$263K – – –
CAN
222
Cetera Advisor Networks
California
$261K +$261K +4,944 New
CBFP
223
Cedar Brook Financial Partners
Ohio
$260K +$260K +4,928 New
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$252K +$12.9K +245 +5%
CC
225
Courier Capital
New York
$248K – – –
7 8
9
10 11