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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

372 hedge funds and large institutions have $8.84B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+53
Holders Change %
+16.61%
% of All Funds
7.35%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.67%
New
87
Increased
177
Reduced
72
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$1.53B
3
AssetMark Inc
3
AssetMark Inc
California
$212M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$699M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$35.2M
2
UBS AM
2
UBS AM
Illinois
$32.5M
3
IA
3
IndexIQ Advisors
New York
$13.3M
4
MFM
4
MD Financial Management
Ontario, Canada
$67.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$571K -$69.8K -1,314 -11%
FA
202
Forefront Analytics
Pennsylvania
$562K +$2.87K +54 +0.5%
FWP
203
FAS Wealth Partners
Kansas
$553K +$20.5K +385 +4%
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$549K +$154K +2,889 +39%
CAG
205
Csenge Advisory Group
Florida
$540K +$31.1K +584 +6%
LFG
206
LifePlan Financial Group
Ohio
$527K +$3.41K +64 +0.7%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$511K +$207K +3,888 +68%
FTS
208
Fifth Third Securities
Ohio
$511K +$10.5K +197 +2%
PWA
209
Physician Wealth Advisors
Utah
$497K +$266 +5 +0.1%
KA
210
Kovack Advisors
Florida
$489K +$26.2K +492 +6%
PCG
211
Private Capital Group
Connecticut
$484K +$2.34K +44 +0.5%
CCA
212
Catalyst Capital Advisors
New York
$475K +$25.5K +480 +6%
CFS
213
Cannon Financial Strategists
Georgia
$464K +$195K +3,661 +72%
CIAS
214
Capital Investment Advisory Services
North Carolina
$462K +$7.49K +141 +2%
RPG
215
Resource Planning Group
Georgia
$461K – – –
MA
216
Mutual Advisors
Nebraska
$438K +$438K +8,233 New
Creative Planning
217
Creative Planning
Kansas
$437K +$28.8K +541 +7%
LAS
218
Lloyd Advisory Services
Georgia
$435K +$435K +8,182 New
Schroder Investment Management Group
219
Schroder Investment Management Group
United Kingdom
$421K – – –
CA
220
Capital Advantage
California
$421K +$53 +1 +0%
PAG
221
Pinnacle Advisory Group
Maryland
$412K +$19.9K +374 +5%
HR
222
Hayden Royal
North Carolina
$411K +$50K +934 +14%
CBFP
223
Cedar Brook Financial Partners
Ohio
$401K +$159K +2,992 +66%
CA
224
Cambridge Advisors
Nebraska
$399K – – –
WWM
225
Western Wealth Management
Colorado
$384K -$14.8K -279 -4%
7 8
9
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