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
$442M
2
CSIA
Charles Schwab Investment Advisory
California
$2.77B
3
Bank of America
Bank of America
North Carolina
$1.99B
4
ECM
Evergreen Capital Management
Washington
$136M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$853M

Top Sellers

1
UBS AM
UBS AM
Illinois
$24.8M
2
MNG
Manning & Napier Group
New York
$27.2M
3
Jane Street
Jane Street
New York
$22.6M
4
USAA
United Services Automobile Association
Texas
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
326
Tectonic Advisors
Texas
$331K +$331K +6,113 New
BSB
327
Bangor Savings Bank
Maine
$329K -$13.6K -252 -4%
RJT
328
Raymond James Trust
Florida
$326K +$95K +1,758 +41%
PAG
329
Pinnacle Advisory Group
Maryland
$320K +$8.66K +160 +3%
DP
330
Dearborn Partners
Illinois
$317K -$99.8K -1,844 -24%
JIC
331
Joel Isaacson & Co
New York
$315K +$108K +2,000 +52%
BWA
332
Beam Wealth Advisors
Louisiana
$314K +$27.4K +506 +10%
VFA
333
Valeo Financial Advisors
Indiana
$314K +$31K +572 +11%
Comerica Bank
334
Comerica Bank
Texas
$299K -$15K -278 -5%
LFF
335
Level Four Financial
Texas
$296K +$296K +5,470 New
WCFA
336
Walkner Condon Financial Advisors
Wisconsin
$294K – – –
TC
337
Trilogy Capital
California
$294K +$758 +14 +0.3%
AUB
338
Atlantic Union Bankshares
Virginia
$287K – – –
PSUF
339
People's United Financial
Connecticut
$287K +$287K +5,304 New
DWM
340
Darwin Wealth Management
Florida
$281K +$6.21K +115 +2%
TF
341
Trek Financial
Arizona
$274K -$25.4K -469 -8%
SCM
342
Southport Capital Management
Tennessee
$272K -$107K -1,984 -28%
William Blair & Company
343
William Blair & Company
Illinois
$271K -$71.8K -1,327 -21%
GSWM
344
Golden State Wealth Management
California
$271K -$34.5K -638 -11%
CWS
345
Cypress Wealth Services
California
$261K +$261K +4,827 New
KL
346
KWMG LLC
Kansas
$260K +$260K +4,814 New
PA
347
Parallel Advisors
California
$259K +$40.1K +741 +18%
SPIA
348
Steward Partners Investment Advisory
New York
$253K -$81.4K -1,504 -24%
KF
349
Krilogy Financial
Missouri
$253K +$253K +4,670 New
IWM
350
IHT Wealth Management
Illinois
$252K +$252K +4,664 New
12 13
14
15 16