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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B +$189M +3,485,172 +7%
Bank of America
2
Bank of America
North Carolina
$1.99B +$174M +3,207,248 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$853M +$51.5M +951,800 +6%
JP Morgan Chase
4
JP Morgan Chase
New York
$442M +$427M +7,891,632 +2,822%
Charles Schwab
5
Charles Schwab
California
$406M +$17.1M +315,665 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$290M +$23.1M +426,500 +9%
AssetMark Inc
7
AssetMark Inc
California
$236M +$9.27M +171,351 +4%
Wells Fargo
8
Wells Fargo
California
$218M -$16.7K -308 -0%
MG
9
Mather Group
Illinois
$200M +$29.8M +550,502 +17%
Stifel Financial
10
Stifel Financial
Missouri
$197M +$14.7M +271,056 +8%
LPL Financial
11
LPL Financial
California
$145M +$11.9M +220,073 +9%
ECM
12
Evergreen Capital Management
Washington
$136M +$53.5M +988,562 +65%
LNC
13
Lincoln National Corp
Pennsylvania
$134M +$6.55M +121,088 +5%
KeyBank National Association
14
KeyBank National Association
Ohio
$114M +$1.93M +35,722 +2%
AWM
15
AE Wealth Management
Kansas
$112M +$11.2M +206,960 +11%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$108M -$5.01M -92,696 -4%
SS
17
Simplicity Solutions
Minnesota
$106M +$9.07M +167,681 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$99.8M +$1.18M +21,791 +1%
Morgan Stanley
19
Morgan Stanley
New York
$94.1M +$4.25M +78,502 +5%
Fisher Asset Management
20
Fisher Asset Management
Washington
$92.3M +$494K +9,135 +0.5%
UBS Group
21
UBS Group
Switzerland
$70.3M -$13.4M -246,952 -16%
AA
22
AlphaCentric Advisors
Puerto Rico
$68.9M +$14.9M +275,000 +28%
GPC
23
Garrison Point Capital
California
$68.9M +$14.9M +275,000 +28%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$67.9M +$11.7M +215,893 +21%
VA
25
Valmark Advisers
Ohio
$65.2M +$2.32M +42,810 +4%
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