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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

380 hedge funds and large institutions have $9.26B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 137 reducing their positions, and 50 closing their positions.

Holders
380
Holders Change
+8
Holders Change %
+2.15%
% of All Funds
8.4%
Holding in Top 10
43
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+26.47%
% of All Funds
0.95%
New
63
Increased
143
Reduced
137
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$234M
2
Charles Schwab
2
Charles Schwab
California
$160M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$92.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$68.4M
5
Stifel Financial
5
Stifel Financial
Missouri
$161M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.61B
2
CIM
2
Centersquare Investment Management
Pennsylvania
$0
3
AI
3
Atria Investments
North Carolina
$19.3M
4
AssetMark Inc
4
AssetMark Inc
California
$187M
5
Bank of America
5
Bank of America
North Carolina
$1.55B
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
251
Gladstone Institutional Advisory
Florida
$319K 5,868 +125 +2%
PHS
252
Pekin Hardy Strauss
Illinois
$319K 5,860 +5,860 New
KFGK
253
Keystone Financial Group (Kentucky)
Kentucky
$316K 5,799 +1,870 +48%
GSWM
254
Golden State Wealth Management
California
$315K 5,773 +5,773 New
FGAM
255
Financial Gravity Asset Management
Texas
$314K 5,776 -9,902 -63%
TA
256
TFG Advisers
Michigan
$313K 5,754 +533 +10%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$305K 5,593 -731 -12%
NRI
258
NFP Retirement Inc
California
$299K 5,489 +888 +19%
PAG
259
Pinnacle Advisory Group
Maryland
$296K 5,427 -2,314 -30%
VAS
260
Vestmark Advisory Solutions
Massachusetts
$279K 5,115 +5,115 New
HAS
261
HBW Advisory Services
California
$272K 4,985 +448 +10%
AAM
262
Advisors Asset Management
Colorado
$267K 4,900 +881 +22%
DAS
263
Dynamic Advisor Solutions
Arizona
$260K 4,766 -1,012 -18%
FA
264
Forefront Analytics
Pennsylvania
$258K 4,729 -5,831 -55%
HC
265
HNP Capital
New York
$254K 4,700 -42,407 -90%
CC
266
Courier Capital
New York
$254K 4,700 – –
CGFA
267
Colton Groome Financial Advisors
North Carolina
$250K 4,584 -285 -6%
MNBTD
268
Moody National Bank Trust Division
Texas
$249K 4,560 +46 +1%
SPIO
269
Seven Post Investment Office
California
$244K 4,470 +4,470 New
CC
270
Cedar Capital
Illinois
$242K 4,444 -170 -4%
EAMA
271
EFG Asset Management (Americas)
Florida
$238K 4,370 +18 +0.4%
AUB
272
Atlantic Union Bankshares
Virginia
$238K 4,375 +4,375 New
LJAC
273
L.J. Altfest & Co
New York
$234K 4,297 +15 +0.4%
CAC
274
Certified Advisory Corp
Florida
$230K 4,227 +354 +9%
DI
275
Disciplined Investments
Oklahoma
$229K 4,197 -2,063 -33%
9 10
11
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