Vanguard Mortgage-Backed Securities ETF
VMBS
226 hedge funds and large institutions have $5.37B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 50 reducing their positions, and 23 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 50
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
20% more capital invested
Capital invested by funds: $4.46B → $5.37B (+$909M)
5% more funds holding
Funds holding: 216 → 226 (+10)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
3.6% less ownership
Funds ownership: 85.61% → 82.01% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$620M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$88.5M |
| 3 |
Jane Street
New York
|
+$61.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$36.3M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$26.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$28.7M |
| 2 |
Morgan Stanley
New York
|
-$15.6M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$14.9M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$9.33M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.94M |
VMBS Hedge Fund Activity: Q2 2018 in Review
226 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q2 2018, worth a combined $5.37B — up 20% from $4.46B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new VMBS positions and 23 closed out — a net gain of 13 holders — while 104 added to existing stakes and 50 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $620M. The largest seller was MD Financial Management, cutting an estimated $28.7M.
- 226 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q2 2018, up from 216 in Q1 2018.
- Funds reported $5.37B of Vanguard Mortgage-Backed Securities ETF stock for Q2 2018, up 20% quarter-over-quarter.
- 36 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q2 2018 and 23 closed out, a net change of +13 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $620M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q2 2018 was MD Financial Management, an estimated $28.7M sold.
Based on aggregated 13F filings for Q2 2018.