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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

400 hedge funds and large institutions have $9.19B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+20
Holders Change %
+5.26%
% of All Funds
8.22%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.8%
New
72
Increased
166
Reduced
116
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$47.8M
2
UBS Group
UBS Group
Switzerland
$74.7M
3
QAM
QCI Asset Management
New York
$28.8M
4
ECM
Evergreen Capital Management
Washington
$26.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$249M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$95.9M
2
CSIA
Charles Schwab Investment Advisory
California
$2.46B
3
Jane Street
Jane Street
New York
$156M
4
Victory Capital Management
Victory Capital Management
Texas
$8M
5
Wells Fargo
Wells Fargo
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Cambridge Advisors
Nebraska
$408K – – –
HR
252
Hayden Royal
North Carolina
$395K -$10K -184 -2%
Lido Advisors
253
Lido Advisors
California
$394K -$12.8K -235 -3%
CAM
254
Concorde Asset Management
Michigan
$394K -$12K -221 -3%
GTAM
255
Global Trust Asset Management
Florida
$387K -$412K -7,582 -52%
WWM
256
Western Wealth Management
Colorado
$387K -$19.9K -366 -5%
KA
257
Kovack Advisors
Florida
$377K -$21.5K -395 -5%
RCAG
258
Rehmann Capital Advisory Group
Michigan
$375K – – –
VNA
259
Valley National Advisers
Pennsylvania
$374K +$374K +6,878 New
BUB
260
BBVA USA Bancshares
Texas
$373K -$438K -8,075 -54%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$372K -$18.2K -334 -5%
WIA
262
World Investment Advisors
California
$367K +$29K +533 +9%
HAS
263
HBW Advisory Services
California
$365K +$94K +1,728 +35%
CA
264
Cetera Advisors
Colorado
$362K +$39.2K +720 +12%
DP
265
Dearborn Partners
Illinois
$359K -$5.44K -100 -1%
BSB
266
Bangor Savings Bank
Maine
$343K -$10.4K -192 -3%
PAG
267
Pinnacle Advisory Group
Maryland
$331K +$36.2K +667 +12%
KFGK
268
Keystone Financial Group (Kentucky)
Kentucky
$315K – – –
LWS
269
Lucia Wealth Services
California
$314K -$2.3M -42,334 -88%
FA
270
Forefront Analytics
Pennsylvania
$311K +$54.1K +995 +21%
BW
271
Bison Wealth
Georgia
$305K +$305K +5,610 New
BAM
272
Belpointe Asset Management
Nevada
$304K -$27.9K -513 -8%
GSWM
273
Golden State Wealth Management
California
$301K -$12.4K -229 -4%
NRI
274
NFP Retirement Inc
California
$300K +$1.25K +23 +0.4%
Cetera Investment Advisers
275
Cetera Investment Advisers
Illinois
$294K -$59.1K -1,087 -17%
9 10
11
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