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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

400 hedge funds and large institutions have $9.19B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+20
Holders Change %
+5.26%
% of All Funds
8.22%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.8%
New
72
Increased
166
Reduced
116
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$47.8M
2
UBS Group
UBS Group
Switzerland
$74.7M
3
QAM
QCI Asset Management
New York
$28.8M
4
ECM
Evergreen Capital Management
Washington
$26.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$249M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$95.9M
2
CSIA
Charles Schwab Investment Advisory
California
$2.46B
3
Jane Street
Jane Street
New York
$156M
4
Victory Capital Management
Victory Capital Management
Texas
$8M
5
Wells Fargo
Wells Fargo
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
326
Front Row Advisors
California
$109K +$109K +2,000 New
SMG
327
Spectrum Management Group
Indiana
$94K – – –
ACA
328
Aptus Capital Advisors
Alabama
$90K -$2K -37 -2%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
EIP
330
Ellis Investment Partners
Pennsylvania
$81K -$2.49K -46 -3%
FHA
331
Flagship Harbor Advisors
Massachusetts
$79K +$41.5K +770 +111%
BFIM
332
Beese Fulmer Investment Management
Ohio
$79K +$79K +1,446 New
MA
333
MUFG Americas
New York
$70K -$5.69K -56 -8%
AIP
334
Ameritas Investment Partners
Nebraska
$66K – – –
HPC
335
HM Payson & Co
Maine
$63K – – –
VFA
336
Valeo Financial Advisors
Indiana
$63K +$55.7K +1,031 +764%
DSC
337
Duncker Streett & Co
Missouri
$57K – – –
GI
338
Gradient Investments
Minnesota
$55K -$2.5K -46 -4%
PA
339
Procyon Advisors
Connecticut
$54K – – –
CL
340
Cabana LLC
Arkansas
$52K +$52K +958 New
CFA
341
Carroll Financial Associates
North Carolina
$50K +$8.78K +164 +21%
MWA
342
Moser Wealth Advisors
Washington
$49K +$49K +900 New
CCA
343
Column Capital Advisors
Indiana
$49K +$49K +917 New
SAM
344
S.A. Mason
Michigan
$48K – – –
HS
345
Horan Securities
United States
$45K -$34.1K -623 -43%
WEC
346
Winslow Evans & Crocker
Massachusetts
$42K +$42K +775 New
MWP
347
Meridian Wealth Partners
Pennsylvania
$35K -$16.1K -296 -31%
JCM
348
Jacobi Capital Management
Pennsylvania
$34K +$9.33K +172 +38%
BlackRock
349
BlackRock
New York
$33K +$1.37K +25 +4%
EWM
350
Elmwood Wealth Management
California
$30K -$9.33K -171 -24%
12 13
14
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