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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 %
AAM
301
Advisors Asset Management
Colorado
$253K -$37.6K -694 -13%
DI
302
Disciplined Investments
Oklahoma
$252K +$4.78K +88 +2%
AP
303
Appleton Partners
Massachusetts
$250K -$18.3K -338 -7%
SFM
304
Signet Financial Management
New Jersey
$247K +$247K +4,553 New
KWA
305
KCS Wealth Advisory
California
$245K -$2.08M -38,264 -89%
VAM
306
Verity Asset Management
North Carolina
$243K -$957K -17,656 -80%
SPIO
307
Seven Post Investment Office
California
$243K – – –
UA
308
Unison Advisors
District of Columbia
$243K +$243K +4,471 New
PCMK
309
Paragon Capital Management (Kansas)
Kansas
$241K +$241K +4,432 New
CGFA
310
Colton Groome Financial Advisors
North Carolina
$239K -$8.75K -161 -4%
Fidelity Investments
311
Fidelity Investments
Massachusetts
$236K +$33K +607 +16%
RJT
312
Raymond James Trust
Florida
$232K – – –
VAS
313
Vestmark Advisory Solutions
Massachusetts
$223K -$22.4K -412 -9%
DIP
314
DT Investment Partners
Pennsylvania
$222K +$222K +4,097 New
LJAC
315
L.J. Altfest & Co
New York
$221K +$922 +17 +0.4%
PA
316
Parallel Advisors
California
$220K +$109 +2 +0%
NP
317
NorthRock Partners
Minnesota
$213K +$542 +10 +0.3%
PFP
318
Pinnacle Financial Partners
Tennessee
$213K +$213K +3,918 New
DAS
319
Dynamic Advisor Solutions
Arizona
$209K – – –
MNBTD
320
Moody National Bank Trust Division
Texas
$208K -$11.9K -219 -5%
JIC
321
Joel Isaacson & Co
New York
$208K +$208K +3,829 New
APA
322
American Portfolios Advisors
New York
$204K +$84.6K +1,559 +71%
LWS
323
Lucia Wealth Services
California
$201K -$112K -2,072 -36%
HR
324
Howe & Rusling
New York
$197K +$13.5K +249 +7%
Franklin Resources
325
Franklin Resources
California
$183K – – –
11 12
13
14 15