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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 %
LWA
351
Lenox Wealth Advisors
New York
$30K – – –
PB
352
Pinnacle Bancorp
Nebraska
$26K – – –
BCM
353
Blume Capital Management
California
$26K – – –
FPB
354
First PREMIER Bank
South Dakota
$26K – – –
CMA
355
Cedar Mountain Advisors
Oregon
$26K +$166 +3 +0.6%
SF
356
Synovus Financial
Georgia
$25K -$1.97M -37,240 -99%
SWM
357
Selective Wealth Management
Virginia
$22K +$22K +397 New
GWM
358
Geneos Wealth Management
Colorado
$16K -$16.4K -311 -51%
WCG
359
Weaver Consulting Group
California
$16K – – –
SBL
360
Sargent Bickham Lagudis
Colorado
$16K – – –
RDWM
361
Red Door Wealth Management
Tennessee
$16K – – –
MCM
362
Manchester Capital Management
Vermont
$16K +$16K +297 New
VFA
363
Values First Advisors
Tennessee
$15K -$472 -9 -3%
CHA
364
Carmichael Hill & Associates
Maryland
$15K – – –
CFB
365
Cullen/Frost Bankers
Texas
$13K +$6.2K +115 +91%
AWM
366
Apollon Wealth Management
South Carolina
$13K +$13K +241 New
MAWCM
367
Mine & Arao Wealth Creation & Management
California
$12K – – –
BWM
368
BerganKDV Wealth Management
Minnesota
$12K +$12K +229 New
CAL
369
Capital Analysts LLC
Pennsylvania
$11K +$107 +2 +1%
LTI
370
Laffer Tengler Investments
Tennessee
$10.9K +$10.9K +200 New
LWM
371
Lenox Wealth Management
Ohio
$10K – – –
TC
372
Truvestments Capital
Florida
$9K – – –
FI
373
Financial Insights
Washington
$8.45K -$24.7K -68,017 -74%
BFC
374
Bedel Financial Consulting
Indiana
$8K +$1.56K +29 +24%
FA
375
Financial Advantage
Maryland
$8K +$8K +152 New
13 14
15
16 17