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 %
MWA
301
Moser Wealth Advisors
Washington
$417K – – –
AA
302
AlphaMark Advisors
Kentucky
$414K -$1.04M -19,210 -72%
CA
303
Cambridge Advisors
Nebraska
$413K +$7.2K +133 +2%
WIA
304
World Investment Advisors
California
$412K +$21K +389 +5%
OIA
305
OneDigital Investment Advisors
Kansas
$411K +$1.24K +23 +0.3%
CAM
306
Concorde Asset Management
Michigan
$408K +$76K +1,406 +23%
CF
307
Centaurus Financial
California
$406K +$92.3K +1,707 +29%
PHS
308
Pekin Hardy Strauss
Illinois
$396K -$57.3K -1,060 -13%
RCAG
309
Rehmann Capital Advisory Group
Michigan
$378K – – –
DWT
310
Dorsey & Whitney Trust
South Dakota
$375K +$375K +6,935 New
DI
311
Disciplined Investments
Oklahoma
$373K +$122K +2,259 +49%
WWM
312
Western Wealth Management
Colorado
$372K -$16.8K -310 -4%
BAM
313
Belpointe Asset Management
Nevada
$369K +$55.2K +1,019 +18%
GC
314
Gilbert & Cook
Iowa
$367K -$73.8K -1,367 -17%
CBFP
315
Cedar Brook Financial Partners
Ohio
$357K -$105K -1,937 -23%
IA
316
IFP Advisors
Florida
$355K +$43.7K +815 +14%
Cerity Partners
317
Cerity Partners
New York
$353K +$353K +6,533 New
PFG
318
Pacific Financial Group
Washington
$352K -$1.59M -29,432 -82%
SSCA
319
South Shore Capital Advisors
Massachusetts
$351K +$351K +6,495 New
KFGK
320
Keystone Financial Group (Kentucky)
Kentucky
$349K +$15.6K +288 +5%
BUB
321
BBVA USA Bancshares
Texas
$345K -$23.3K -431 -6%
NRI
322
NFP Retirement Inc
California
$344K +$41.9K +774 +14%
CH
323
Canton Hathaway
Rhode Island
$342K – – –
VNA
324
Valley National Advisers
Pennsylvania
$338K -$34.1K -631 -9%
CA
325
CGN Advisors
Kansas
$338K +$338K +6,251 New
11 12
13
14 15