VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

469 hedge funds and large institutions have $11.3B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
8.32%
Holding in Top 10
49
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25.64%
% of All Funds
0.87%
New
98
Increased
211
Reduced
104
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$427M
2
CSIA
Charles Schwab Investment Advisory
California
+$188M
3
Bank of America
Bank of America
North Carolina
+$173M
4
ECM
Evergreen Capital Management
Washington
+$53.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$51.5M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$34.8M
2
MNG
Manning & Napier Group
New York
-$26.9M
3
Jane Street
Jane Street
New York
-$25.7M
4
USAA
United Services Automobile Association
Texas
-$18M
5
HighTower Advisors
HighTower Advisors
Illinois
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
226
Clearview Wealth Advisors
Oregon
$1.11M +$1.11M +20,511 New
HC
227
HNP Capital
New York
$1.08M -$432K -7,992 -29%
PW
228
Peninsula Wealth
California
$1.08M +$180K +3,322 +20%
VRM
229
Vectors Research Management
New York
$1.08M -$589K -10,894 -35%
TC
230
TownSquare Capital
Utah
$1.08M -$5.03K -93 -0.5%
VCM
231
Verde Capital Management
Michigan
$1.05M +$621K +11,480 +144%
ZCA
232
Zeke Capital Advisors
Pennsylvania
$1.04M – – –
RMDI
233
R.M. Davis Inc
Maine
$1M +$1M +18,577 New
SGCA
234
Steel Grove Capital Advisors
Tennessee
$999K +$999K +18,480 New
IA
235
Inspire Advisors
Idaho
$993K +$993K +18,357 New
GRP
236
Global Retirement Partners
California
$986K +$170K +3,148 +21%
GL
237
Graypoint LLC
New York
$968K – – –
CIC
238
Chilton Investment Company
Connecticut
$967K -$256K -4,725 -21%
NS
239
Newman & Schimel
Illinois
$960K +$960K +17,757 New
MCM
240
Mainstay Capital Management
Michigan
$939K -$3.35K -62 -0.4%
RCA
241
Rowland Carmichael Advisors
Arizona
$926K +$289K +5,338 +45%
CIAS
242
Capital Investment Advisory Services
North Carolina
$911K +$367K +6,780 +67%
CWM
243
CCG Wealth Management
California
$896K +$461K +8,535 +106%
QA
244
Quantitative Advantage
Minnesota
$886K -$53.6K -991 -6%
RPG
245
Resource Planning Group
Georgia
$867K -$139K -2,563 -14%
JAG
246
Journey Advisory Group
Kentucky
$850K +$850K +15,715 New
WSTAM
247
Wilbanks Smith & Thomas Asset Management
Virginia
$832K – – –
Nomura Asset Management
248
Nomura Asset Management
Japan
$827K -$2.44M -45,100 -75%
MAM
249
Meeder Asset Management
Ohio
$825K -$135K -2,494 -14%
JWCA
250
J.W. Cole Advisors
Florida
$824K -$1.61M -29,759 -66%
8 9
10
11 12