We are live on ! Find out more
VMBS icon

Vanguard Mortgage-Backed Securities ETF

211 hedge funds and large institutions have $4.19B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 9

168% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 34

32% more funds holding

Funds holding: 160211 (+51)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

11% more capital invested

Capital invested by funds: $3.76B → $4.19B (+$426M)

6.78% more ownership

Funds ownership: 84.72%91.51% (+6.8%)

Holders
211
Holders Change
+51
Holders Change %
+31.88%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
60
Increased
91
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.17B +$8.61M +163,591 +0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$412M +$11.6M +220,531 +3%
Bank of America
3
Bank of America
North Carolina
$405M +$58.2M +1,106,115 +17%
Ameriprise
4
Ameriprise
Minnesota
$292M +$30.1M +572,565 +11%
Wells Fargo
5
Wells Fargo
California
$215M +$6.34M +120,540 +3%
AssetMark Inc
6
AssetMark Inc
California
$93.7M +$7.16M +135,994 +8%
KeyBank National Association
7
KeyBank National Association
Ohio
$87.1M +$3.07M +58,351 +4%
LNC
8
Lincoln National Corp
Pennsylvania
$85.2M +$5.89M +111,875 +7%
VA
9
Valmark Advisers
Ohio
$69.6M +$2.34M +44,457 +3%
IA
10
IndexIQ Advisors
New York
$67.4M +$65.9M +1,252,155 +3,887%
MG
11
Mather Group
Illinois
$65.5M +$4.42M +84,020 +7%
MFM
12
MD Financial Management
Ontario, Canada
$63.7M +$64M +1,215,178 New
USAA
13
United Services Automobile Association
Texas
$63.6M -$158K -3,001 -0.2%
LPL Financial
14
LPL Financial
California
$58.6M +$23.3M +441,999 +65%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$56.4M +$3.95M +75,032 +8%
Morgan Stanley
16
Morgan Stanley
New York
$53.4M +$18M +342,228 +51%
RFS
17
Rockefeller Financial Services
New York
$52.2M -$72.9K -1,385 -0.1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$46M +$17M +322,370 +58%
AIM
19
Acropolis Investment Management
Missouri
$40.5M +$3.17M +60,160 +8%
UBS AM
20
UBS AM
Illinois
$36.6M
CA
21
Cambridge Associates
Massachusetts
$35.2M
UCFA
22
United Capital Financial Advisors
Texas
$32.1M +$1.23M +23,314 +4%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$28.8M +$2.83M +53,819 +11%
AG
24
Advisor Group
Arizona
$27.9M +$4.08M +77,589 +17%
IH
25
IFC Holdings
Florida
$27M -$17.5K -332 -0.1%