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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 %
SFS
251
Sowell Financial Services
Arkansas
$431K +$283K +5,206 +191%
Schroder Investment Management Group
252
Schroder Investment Management Group
United Kingdom
$430K – – –
KA
253
Kovack Advisors
Florida
$422K +$46.3K +853 +12%
BWA
254
BDO Wealth Advisors
Florida
$419K +$9.76K +180 +2%
MWA
255
Moser Wealth Advisors
Washington
$419K +$370K +6,820 +758%
DP
256
Dearborn Partners
Illinois
$418K +$59.7K +1,100 +17%
SCA
257
Snowden Capital Advisors
New York
$414K -$706 -13 -0.2%
T
258
TRUADVICE
Florida
$412K +$412K +7,605 New
OIA
259
OneDigital Investment Advisors
Kansas
$411K +$411K +7,575 New
CA
260
Cambridge Advisors
Nebraska
$407K – – –
CA
261
Cetera Advisors
Colorado
$396K +$35.1K +647 +10%
Creative Planning
262
Creative Planning
Kansas
$393K -$32.7K -603 -8%
WIA
263
World Investment Advisors
California
$393K +$26.4K +486 +7%
WWM
264
Western Wealth Management
Colorado
$390K +$3.96K +73 +1%
Lido Advisors
265
Lido Advisors
California
$388K -$6.03K -111 -2%
P
266
Pitcairn
Pennsylvania
$384K +$384K +7,073 New
BFEC
267
Benjamin F. Edwards & Company
Missouri
$383K +$11.7K +216 +3%
SCM
268
Southport Capital Management
Tennessee
$381K +$164K +3,023 +76%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$379K +$5.1K +94 +1%
BTW
270
Boston Trust Walden
Massachusetts
$374K -$1.46M -26,850 -80%
VNA
271
Valley National Advisers
Pennsylvania
$373K – – –
BUB
272
BBVA USA Bancshares
Texas
$370K -$3.31K -61 -0.9%
BSB
273
Bangor Savings Bank
Maine
$344K +$1.79K +33 +0.5%
William Blair & Company
274
William Blair & Company
Illinois
$344K +$133K +2,446 +63%
KAS
275
Kestra Advisory Services
Texas
$343K +$343K +100 New
9 10
11
12 13