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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 %
CH
276
Canton Hathaway
Rhode Island
$343K +$343K +6,327 New
KFGK
277
Keystone Financial Group (Kentucky)
Kentucky
$335K +$20.3K +375 +6%
SPIA
278
Steward Partners Investment Advisory
New York
$335K +$47.7K +880 +17%
CAM
279
Concorde Asset Management
Michigan
$333K -$60.3K -1,111 -15%
FFN
280
Focus Financial Network
Minnesota
$328K +$328K +6,043 New
BAM
281
Belpointe Asset Management
Nevada
$315K +$11.5K +212 +4%
CF
282
Centaurus Financial
California
$315K +$156K +2,873 +98%
Comerica Bank
283
Comerica Bank
Texas
$314K +$22.5K +416 +8%
IA
284
IFP Advisors
Florida
$313K +$126K +2,337 +68%
PAG
285
Pinnacle Advisory Group
Maryland
$312K -$18.7K -344 -6%
BW
286
Bison Wealth
Georgia
$310K +$5.22K +96 +2%
GSWM
287
Golden State Wealth Management
California
$307K +$5.92K +109 +2%
NRI
288
NFP Retirement Inc
California
$304K +$4.61K +85 +2%
TF
289
Trek Financial
Arizona
$300K +$300K +5,530 New
WCFA
290
Walkner Condon Financial Advisors
Wisconsin
$295K +$295K +5,440 New
TC
291
Trilogy Capital
California
$294K +$294K +5,418 New
AUB
292
Atlantic Union Bankshares
Virginia
$288K +$25.7K +475 +10%
BWA
293
Beam Wealth Advisors
Louisiana
$288K +$51.4K +945 +22%
VFA
294
Valeo Financial Advisors
Indiana
$284K +$221K +4,061 +348%
Janus Henderson Group
295
Janus Henderson Group
United Kingdom
$279K -$191K -3,514 -41%
DWM
296
Darwin Wealth Management
Florida
$275K -$1.35M -24,941 -83%
CC
297
Cedar Capital
Illinois
$272K +$32.2K +594 +13%
CCA
298
Cobblestone Capital Advisors
New York
$268K +$268K +4,935 New
CCA
299
Catalyst Capital Advisors
New York
$266K +$128K +2,360 +93%
TSS
300
Two Sigma Securities
New York
$265K -$558K -10,274 -68%
10 11
12
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