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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 %
BSW
276
Buckingham Strategic Wealth
Missouri
$228K 4,188 +4,188 New
AP
277
Appleton Partners
Massachusetts
$222K 4,075 -90 -2%
BWA
278
Beam Wealth Advisors
Louisiana
$218K 3,999 -1,129 -22%
CL
279
CPWM LLC
Washington
$215K 3,941 +3,941 New
William Blair & Company
280
William Blair & Company
Illinois
$214K 3,926 -354 -8%
DIP
281
DT Investment Partners
Pennsylvania
$211K 3,879 -294 -7%
LSA
282
Lion Street Advisors
Texas
$211K 3,875 +3,875 New
NP
283
NorthRock Partners
Minnesota
$205K 3,757 +3,757 New
DADC
284
D.A. Davidson & Co
Montana
$202K 3,700 -700 -16%
AA
285
Advisory Alpha
Michigan
$198K 3,631 -24 -0.7%
EFSCE
286
Enterprise Financial Services Corp (EFSC)
Missouri
$188K 3,459 +1,721 +99%
HR
287
Howe & Rusling
New York
$184K 3,379 +3,379 New
IA
288
IFP Advisors
Florida
$183K 3,406 +3 +0.1%
FA
289
Fortis Advisors
Pennsylvania
$174K 3,201 +12 +0.4%
PFGIA
290
Patriot Financial Group Insurance Agency
Massachusetts
$166K 3,051 +1,579 +107%
APA
291
American Portfolios Advisors
New York
$161K 2,963 -795 -21%
SFS
292
Sowell Financial Services
Arkansas
$142K 2,603 -1,648 -39%
CF
293
Centaurus Financial
California
$139K 2,554 +222 +10%
APWM
294
Atlas Private Wealth Management
New York
$133K 2,444 – –
Citigroup
295
Citigroup
New York
$131K 2,403 +1,822 +314%
LWM
296
Liberty Wealth Management
California
$130K 2,382 +65 +3%
JPLA
297
Joseph P. Lucia & Associates
New York
$126K 2,320 +1,435 +162%
MAM
298
Marquette Asset Management
Minnesota
$123K 2,260 – –
PFBT
299
Parkside Financial Bank & Trust
Missouri
$114K 2,089 +34 +2%
LS
300
Leelyn Smith
Illinois
$105K 1,919 +1,580 +466%
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