Vanguard Mortgage-Backed Securities ETF
VMBS
266 hedge funds and large institutions have $6.01B invested in Vanguard Mortgage-Backed Securities ETF in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 36 closing their positions.
67% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 36
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
9% more funds holding
Funds holding: 244 → 266 (+22)
8% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 85
4% more capital invested
Capital invested by funds: $5.78B → $6.01B (+$229M)
1.4% less ownership
Funds ownership: 80.03% → 78.63% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$114M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$54.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$42.2M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$40.9M |
| 2 |
Jane Street
New York
|
-$36.4M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$33.7M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$29.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.8M |
VMBS Hedge Fund Activity: Q4 2018 in Review
266 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2018, worth a combined $6.01B — up 4% from $5.78B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new VMBS positions and 36 closed out — a net gain of 24 holders — while 92 added to existing stakes and 85 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $114M. The largest seller was Simplicity Solutions, cutting an estimated $40.9M.
- 266 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2018, up from 244 in Q3 2018.
- Funds reported $6.01B of Vanguard Mortgage-Backed Securities ETF stock for Q4 2018, up 4% quarter-over-quarter.
- 60 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2018 and 36 closed out, a net change of +24 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $114M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2018 was Simplicity Solutions, an estimated $40.9M sold.
Based on aggregated 13F filings for Q4 2018.