VMBS icon

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 %
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$513K -$9.25K -171 -2%
SFG
277
Sovereign Financial Group
Connecticut
$513K +$513K +9,480 New
CAN
278
Cetera Advisor Networks
California
$509K -$7.78K -144 -2%
KPWS
279
Kestra Private Wealth Services
Texas
$507K -$4.27K -79 -0.8%
T
280
TRUADVICE
Florida
$505K +$93.7K +1,733 +23%
AAS
281
Avantax Advisory Services
Texas
$485K -$407K -7,478 -46%
MCWS
282
McKinley Carter Wealth Services
West Virginia
$483K +$483K +8,930 New
LA
283
Latitude Advisors
Florida
$481K +$481K +8,892 New
BFEC
284
Benjamin F. Edwards & Company
Missouri
$479K +$98K +1,812 +26%
GIA
285
Gladstone Institutional Advisory
Florida
$468K -$1.3M -24,057 -74%
SW
286
SteelPeak Wealth
California
$465K +$465K +8,598 New
SFS
287
Sowell Financial Services
Arkansas
$464K +$34.5K +637 +8%
Lido Advisors
288
Lido Advisors
California
$459K +$73.5K +1,362 +19%
Janus Henderson Group
289
Janus Henderson Group
United Kingdom
$455K +$178K +3,291 +64%
CA
290
Cetera Advisors
Colorado
$446K +$50.6K +935 +13%
V
291
Veritable
Delaware
$444K +$444K +8,209 New
KA
292
Kovack Advisors
Florida
$443K +$22.3K +412 +5%
BW
293
Bison Wealth
Georgia
$443K +$135K +2,491 +44%
BTW
294
Boston Trust Walden
Massachusetts
$442K +$69.7K +1,290 +19%
NSIM
295
North Star Investment Management
Illinois
$441K +$441K +8,158 New
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$432K -$215K -3,977 -33%
CA
297
Capital Advantage
California
$427K -$28.9K -534 -6%
BWA
298
BDO Wealth Advisors
Florida
$426K +$8.11K +150 +2%
SCA
299
Snowden Capital Advisors
New York
$423K +$10.8K +200 +3%
SAM
300
Summit Asset Management
Tennessee
$421K -$28.7K -530 -6%
10 11
12
13 14