Vanguard Mortgage-Backed Securities ETF
VMBS
244 hedge funds and large institutions have $5.78B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 53 reducing their positions, and 18 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 53
106% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 18
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
8% more funds holding
Funds holding: 226 → 244 (+18)
8% more capital invested
Capital invested by funds: $5.37B → $5.78B (+$413M)
1.98% less ownership
Funds ownership: 82.01% → 80.03% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$120M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$82.1M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$67.8M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$49.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$40.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$52.4M |
| 2 |
AssetMark Inc
Concord,
California
|
-$19.1M |
| 3 |
BWM
Brickley Wealth Management
San Mateo,
California
|
-$12M |
| 4 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$4.38M |
| 5 |
AIM
Acropolis Investment Management
St. Louis,
Missouri
|
-$1.25M |
VMBS Hedge Fund Activity: Q3 2018 in Review
244 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q3 2018, worth a combined $5.78B — up 7.7% from $5.37B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new VMBS positions and 18 closed out — a net gain of 19 holders — while 119 added to existing stakes and 53 trimmed.
The largest buyer was Wells Fargo, adding an estimated $120M. The largest seller was Jane Street, cutting an estimated $52.4M.
- 244 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q3 2018, up from 226 in Q2 2018.
- Funds reported $5.78B of Vanguard Mortgage-Backed Securities ETF stock for Q3 2018, up 7.7% quarter-over-quarter.
- 37 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q3 2018 and 18 closed out, a net change of +19 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q3 2018 was Wells Fargo, an estimated $120M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q3 2018 was Jane Street, an estimated $52.4M sold.
Based on aggregated 13F filings for Q3 2018.