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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
$1.83B
2
Charles Schwab
Charles Schwab
California
$390M
3
CSIA
Charles Schwab Investment Advisory
California
$2.59B
4
AssetMark Inc
AssetMark Inc
California
$227M
5
ECM
Evergreen Capital Management
Washington
$83M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$219M
2
Jane Street
Jane Street
New York
$48.5M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$114M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
UBS AM
UBS AM
Illinois
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
326
Center for Financial Planning
Michigan
$182K – – –
Bessemer Group
327
Bessemer Group
New Jersey
$160K +$9.2K +169 +6%
HI
328
Hudock Inc
Pennsylvania
$146K – – –
Citigroup
329
Citigroup
New York
$144K +$10.8K +198 +8%
AF
330
Advisornet Financial
Minnesota
$137K -$6.49M -119,732 -98%
APWM
331
Atlas Private Wealth Management
New York
$133K – – –
ACA
332
Aptus Capital Advisors
Alabama
$128K +$37.6K +693 +42%
LWM
333
Liberty Wealth Management
California
$124K -$13.6K -251 -10%
CAAS
334
Capital Asset Advisory Services
Michigan
$123K – – –
PFBT
335
Parkside Financial Bank & Trust
Missouri
$112K – – –
FRA
336
Front Row Advisors
California
$108K – – –
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$99K -$26.9K -495 -21%
SMG
338
Spectrum Management Group
Indiana
$93K – – –
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
EIP
340
Ellis Investment Partners
Pennsylvania
$82K +$1.03K +19 +1%
FFA
341
Founders Financial Alliance
North Carolina
$78K +$78K +1,408 New
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75K +$75K +1,390 New
GI
343
Gradient Investments
Minnesota
$70K +$15.2K +281 +28%
AIP
344
Ameritas Investment Partners
Nebraska
$66K – – –
HPC
345
HM Payson & Co
Maine
$63K – – –
CFA
346
Carroll Financial Associates
North Carolina
$63K +$12.8K +239 +26%
CSPIA
347
Cary Street Partners Investment Advisory
Virginia
$59K +$59K +1,090 New
DSC
348
Duncker Streett & Co
Missouri
$56K – – –
SIM
349
Sonora Investment Management
Arizona
$55K +$54.6K +1,009 +12,613%
SAM
350
S.A. Mason
Michigan
$53K +$5.41K +100 +11%
12 13
14
15 16