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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

319 hedge funds and large institutions have $8.29B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
7.01%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
40
Increased
163
Reduced
75
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$157M
2
Victory Capital Management
Victory Capital Management
Texas
+$50.1M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$46.2M
4
Bank of America
Bank of America
North Carolina
+$44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.4M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$69.3M
2
AssetMark Inc
AssetMark Inc
California
-$37.7M
3
MNG
Manning & Napier Group
New York
-$34.1M
4
UBS AM
UBS AM
Illinois
-$31.9M
5
OFS
OneAscent Financial Services
Alabama
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$396K +$109K +2,051 +38%
PAG
202
Pinnacle Advisory Group
Maryland
$392K +$18.7K +352 +5%
OIA
203
OneDigital Investment Advisors
Kansas
$388K -$908K -17,067 -70%
IWC
204
Integrated Wealth Concepts
Massachusetts
$386K -$74.9K -1,406 -16%
VAS
205
Vestmark Advisory Solutions
Massachusetts
$378K -$13.6K -255 -3%
HR
206
Hayden Royal
North Carolina
$359K +$359K +6,736 New
DP
207
Dearborn Partners
Illinois
$357K – – –
MCP
208
Mirador Capital Partners
California
$344K +$344K +6,467 New
IC
209
Innealta Capital
Texas
$343K -$270K -5,075 -44%
Comerica Bank
210
Comerica Bank
Texas
$338K +$13K +245 +4%
FFN
211
Focus Financial Network
Minnesota
$331K -$6.5K -122 -2%
Cerity Partners
212
Cerity Partners
New York
$317K +$317K +5,943 New
GC
213
Garde Capital
Washington
$311K – – –
FSC
214
Full Sail Capital
Oklahoma
$310K -$200K -3,765 -39%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$309K +$2.67K +50 +0.9%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$309K +$202K +3,792 +188%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$304K +$57.2K +1,076 +23%
BFC
218
Bedel Financial Consulting
Indiana
$302K – – –
EWM
219
Empirical Wealth Management
Washington
$296K +$296K +5,558 New
PFG
220
Pacific Financial Group
Washington
$295K -$13.7K -259 -4%
JPMorgan Chase & Co
221
JPMorgan Chase & Co
New York
$292K -$536K -10,070 -65%
BAM
222
Belpointe Asset Management
Nevada
$291K +$53 +1 +0%
9WM
223
9258 Wealth Management
Ohio
$289K +$289K +5,420 New
CGFA
224
Colton Groome Financial Advisors
North Carolina
$284K +$2.6K +49 +0.9%
AAMA
225
Advanced Asset Management Advisors
Ohio
$283K +$4.9K +92 +2%
7 8
9
10 11