VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

297 hedge funds and large institutions have $6.54B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
297
Holders Change
+31
Holders Change %
+11.65%
% of All Funds
6.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.5%
New
60
Increased
121
Reduced
83
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$263M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.26B
3
Stifel Financial
3
Stifel Financial
Missouri
$108M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$44.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$40.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.99M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$647M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.26B 43,074,392 +2,386,721 +6%
Bank of America
2
Bank of America
North Carolina
$647M 12,358,479 -330,972 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$597M 11,402,407 +465,324 +4%
Wells Fargo
4
Wells Fargo
California
$387M 7,398,206 -104,435 -1%
AssetMark Inc
5
AssetMark Inc
California
$263M 5,022,941 +3,183,738 +173%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$154M 2,938,295 +656,465 +29%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$122M 2,326,421 +485,554 +26%
LPL Financial
8
LPL Financial
California
$115M 2,197,245 +127,538 +6%
Stifel Financial
9
Stifel Financial
Missouri
$108M 2,058,344 +1,985,352 +2,720%
MG
10
Mather Group
Illinois
$106M 2,023,693 +174,051 +9%
LNC
11
Lincoln National Corp
Pennsylvania
$100M 1,918,461 +56,731 +3%
Fisher Asset Management
12
Fisher Asset Management
Washington
$95.9M 1,830,899 -24,232 -1%
KeyBank National Association
13
KeyBank National Association
Ohio
$79.8M 1,524,025 -159,262 -9%
USAA
14
United Services Automobile Association
Texas
$68.6M 1,311,000 -55 -0%
VA
15
Valmark Advisers
Ohio
$67.2M 1,283,607 -5,649 -0.4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$66.8M 1,275,453 +143,352 +13%
MFM
17
MD Financial Management
Ontario, Canada
$64.3M 1,227,347 +492,882 +67%
MIS
18
Morningstar Investment Services
Illinois
$57.2M 1,091,535 -1,632 -0.1%
AG
19
Advisor Group
Arizona
$55.5M 1,059,077 -47,729 -4%
AIM
20
Acropolis Investment Management
Missouri
$44.6M 851,667 +95,685 +13%
CFIA
21
Cantor Fitzgerald Investment Advisors
New York
$44.5M 849,363 +849,363 New
Morgan Stanley
22
Morgan Stanley
New York
$42M 802,359 +241,575 +43%
Deutsche Bank
23
Deutsche Bank
Germany
$40.8M 779,608 +765,438 +5,402%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$37.6M 718,044 +231,571 +48%
MWM
25
Mission Wealth Management
California
$37.1M 708,978 +28,822 +4%
1
2 3 4 5