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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

411 hedge funds and large institutions have $9.91B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 212 increasing their positions, 86 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+11
Holders Change %
+2.75%
% of All Funds
8.31%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.79%
New
58
Increased
212
Reduced
86
Closed
42
Calls
–
Puts
$262K
Net Calls
-$262K
Net Calls Change
-$262K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$266M
2
Charles Schwab
Charles Schwab
California
+$214M
3
CSIA
Charles Schwab Investment Advisory
California
+$132M
4
AssetMark Inc
AssetMark Inc
California
+$56.8M
5
ECM
Evergreen Capital Management
Washington
+$56.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$140M
2
Jane Street
Jane Street
New York
-$107M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$53M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$47.8M
5
UBS AM
UBS AM
Illinois
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
226
HBW Advisory Services
California
$606K +$242K +4,452 +66%
LAS
227
Lloyd Advisory Services
Georgia
$601K +$37.2K +686 +7%
TA
228
TFG Advisers
Michigan
$590K +$171K +3,154 +41%
RI
229
Ridgewood Investments
New Jersey
$566K -$2.28K -42 -0.4%
GPA
230
Garrison Point Advisors
California
$564K +$84.9K +1,565 +18%
CIAS
231
Capital Investment Advisory Services
North Carolina
$546K +$20.1K +371 +4%
FWP
232
FAS Wealth Partners
Kansas
$525K -$12.8K -236 -2%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$523K +$379 +7 +0.1%
CFS
234
Cannon Financial Strategists
Georgia
$520K +$15.3K +282 +3%
CAN
235
Cetera Advisor Networks
California
$519K +$65.7K +1,211 +15%
KPWS
236
Kestra Private Wealth Services
Texas
$514K +$514K +9,464 New
PCG
237
Private Capital Group
Connecticut
$506K +$32.1K +592 +7%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$486K -$13.5K -250 -3%
LFG
239
LifePlan Financial Group
Ohio
$481K +$4.29K +79 +0.9%
CBFP
240
Cedar Brook Financial Partners
Ohio
$464K -$326 -6 -0.1%
CA
241
Capital Advantage
California
$456K +$28.9K +534 +7%
FIA
242
Foundations Investment Advisors
Arizona
$456K +$456K +8,403 New
PHS
243
Pekin Hardy Strauss
Illinois
$455K +$17.9K +330 +4%
SAM
244
Summit Asset Management
Tennessee
$451K -$21.4K -394 -5%
GC
245
Gilbert & Cook
Iowa
$443K +$2.93K +54 +0.7%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$437K +$143K +2,642 +49%
CWM
247
CCG Wealth Management
California
$436K +$20.3K +374 +5%
VCM
248
Verde Capital Management
Michigan
$434K +$151K +2,789 +54%
HR
249
Hayden Royal
North Carolina
$433K +$39K +719 +10%
IWC
250
Integrated Wealth Concepts
Massachusetts
$432K -$29.6K -546 -6%
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