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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

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.

Holders
266
Holders Change
+22
Holders Change %
+9.02%
% of All Funds
5.94%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
60
Increased
92
Reduced
85
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.1B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$563M
3
Bank of America
3
Bank of America
North Carolina
$653M
4
Wells Fargo
4
Wells Fargo
California
$386M
5
AG
5
Advisor Group
Arizona
$57M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.14M
2
Jane Street
2
Jane Street
New York
$10M
3
AWM
3
AE Wealth Management
Kansas
$1.08M
4
UCFA
4
United Capital Financial Advisors
Texas
$5.27M
5
Ameriprise
5
Ameriprise
Minnesota
$281M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.1B 40,687,671 +2,252,603 +6%
Bank of America
2
Bank of America
North Carolina
$653M 12,689,451 +1,066,845 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$563M 10,937,083 +1,398,320 +15%
Wells Fargo
4
Wells Fargo
California
$386M 7,502,641 +832,152 +12%
Ameriprise
5
Ameriprise
Minnesota
$281M 5,451,065 -369,707 -6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$117M 2,281,830 +205,621 +10%
LPL Financial
7
LPL Financial
California
$107M 2,069,707 +24,920 +1%
LNC
8
Lincoln National Corp
Pennsylvania
$95.9M 1,861,730 -10,384 -0.6%
Fisher Asset Management
9
Fisher Asset Management
Washington
$95.5M 1,855,131 +183,544 +11%
MG
10
Mather Group
Illinois
$95.2M 1,849,642 +54,616 +3%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$94.8M 1,840,867 +181,958 +11%
AssetMark Inc
12
AssetMark Inc
California
$94.7M 1,839,203 +18,350 +1%
KeyBank National Association
13
KeyBank National Association
Ohio
$86.7M 1,683,287 -186,898 -10%
USAA
14
United Services Automobile Association
Texas
$67.5M 1,311,055 +55 +0%
VA
15
Valmark Advisers
Ohio
$66.4M 1,289,256 -94,099 -7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$58.3M 1,132,101 -61,984 -5%
AG
17
Advisor Group
Arizona
$57M 1,106,806 +280,253 +34%
MIS
18
Morningstar Investment Services
Illinois
$56.3M 1,093,167 +51,778 +5%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$54.2M 1,052,739 -18,728 -2%
AIM
20
Acropolis Investment Management
Missouri
$38.9M 755,982 -49,546 -6%
MFM
21
MD Financial Management
Ontario, Canada
$37.8M 734,465 -162,551 -18%
UBS AM
22
UBS AM
Illinois
– – – –
MWM
23
Mission Wealth Management
California
$35M 680,156 +11,712 +2%
RJA
24
Raymond James & Associates
Florida
$29.8M 579,674 +74,752 +15%
Morgan Stanley
25
Morgan Stanley
New York
$28.9M 560,784 -1,558 -0.3%
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