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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 %
ECA
251
Elevated Capital Advisors
Utah
$816K +$8.17K +151 +1%
SP
252
Successful Portfolios
Florida
$782K +$782K +14,462 New
SWP
253
Stratos Wealth Partners
Ohio
$746K -$87.5K -1,620 -11%
TA
254
TFG Advisers
Michigan
$744K +$157K +2,899 +27%
KAS
255
Kestra Advisory Services
Texas
$744K +$739K +13,672 +13,672%
SEP
256
Southland Equity Partners
Missouri
$738K +$738K +13,649 New
TGAM
257
TBH Global Asset Management
Tennessee
$716K +$43.2K +800 +6%
TC
258
Telemus Capital
Michigan
$701K +$85.9K +1,589 +14%
HAS
259
HBW Advisory Services
California
$670K +$66.5K +1,231 +11%
PCG
260
Private Capital Group
Connecticut
$612K +$107K +1,986 +21%
SCM
261
SevenOneSeven Capital Management
Pennsylvania
$607K +$607K +11,223 New
HF
262
HRT Financial
New York
$601K +$601K +11,116 New
LWAM
263
Legacy Wealth Asset Management
Minnesota
$597K +$597K +11,034 New
LAS
264
Lloyd Advisory Services
Georgia
$590K -$8.98K -166 -1%
P
265
Pitcairn
Pennsylvania
$583K +$201K +3,713 +52%
SPC
266
Sigma Planning Corp
Michigan
$580K -$505K -9,333 -47%
KCM
267
Kornitzer Capital Management
Kansas
$578K -$184K -3,400 -24%
RI
268
Ridgewood Investments
New Jersey
$566K – – –
IWC
269
Integrated Wealth Concepts
Massachusetts
$557K +$127K +2,347 +29%
Koshinski Asset Management
270
Koshinski Asset Management
Illinois
$556K +$35.4K +655 +7%
Creative Planning
271
Creative Planning
Kansas
$551K +$159K +2,943 +41%
GPA
272
Garrison Point Advisors
California
$548K -$14.6K -270 -3%
BFG
273
Berger Financial Group
Minnesota
$526K +$526K +9,731 New
CFS
274
Cannon Financial Strategists
Georgia
$518K – – –
FWP
275
FAS Wealth Partners
Kansas
$515K -$7.57K -140 -1%
9 10
11
12 13