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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

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.

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
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$67.4M
2
MFM
2
MD Financial Management
Ontario, Canada
$63.7M
3
Bank of America
3
Bank of America
North Carolina
$405M
4
Ameriprise
4
Ameriprise
Minnesota
$292M
5
LPL Financial
5
LPL Financial
California
$58.6M

Top Sellers

1
ICOA
1
Investment Centers of America
North Dakota
$0
2
CONA
2
Capital One National Association
New York
$2.29M
3
SI
3
SII Investments
Wisconsin
$10M
4
AIA
4
Allegis Investment Advisors
Idaho
$6.19M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.17B 22,222,387 +163,591 +0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$412M 7,859,699 +220,531 +3%
Bank of America
3
Bank of America
North Carolina
$405M 7,723,685 +1,106,115 +17%
Ameriprise
4
Ameriprise
Minnesota
$292M 5,566,480 +572,565 +11%
Wells Fargo
5
Wells Fargo
California
$215M 4,101,161 +120,540 +3%
AssetMark Inc
6
AssetMark Inc
California
$93.7M 1,786,656 +135,994 +8%
KeyBank National Association
7
KeyBank National Association
Ohio
$87.1M 1,660,630 +58,351 +4%
LNC
8
Lincoln National Corp
Pennsylvania
$85.2M 1,625,624 +111,875 +7%
VA
9
Valmark Advisers
Ohio
$69.6M 1,327,280 +44,457 +3%
IA
10
IndexIQ Advisors
New York
$67.4M 1,284,366 +1,252,155 +3,887%
MG
11
Mather Group
Illinois
$65.5M 1,249,091 +84,020 +7%
MFM
12
MD Financial Management
Ontario, Canada
$63.7M 1,215,178 +1,215,178 New
USAA
13
United Services Automobile Association
Texas
$63.6M 1,212,000 -3,001 -0.2%
LPL Financial
14
LPL Financial
California
$58.6M 1,118,271 +441,999 +65%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$56.4M 1,075,233 +75,032 +8%
Morgan Stanley
16
Morgan Stanley
New York
$53.4M 1,018,254 +342,228 +51%
RFS
17
Rockefeller Financial Services
New York
$52.2M 996,365 -1,385 -0.1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$46M 877,973 +322,370 +58%
AIM
19
Acropolis Investment Management
Missouri
$40.5M 772,973 +60,160 +8%
UBS AM
20
UBS AM
Illinois
– – – –
CA
21
Cambridge Associates
Massachusetts
$35.2M 671,363 – –
UCFA
22
United Capital Financial Advisors
Texas
$32.1M 611,941 +23,314 +4%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$28.8M 549,592 +53,819 +11%
AG
24
Advisor Group
Arizona
$27.9M 531,863 +77,589 +17%
IH
25
IFC Holdings
Florida
$27M 515,467 -332 -0.1%
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