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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 %
BAAM
351
Baker Avenue Asset Management
California
$249K +$249K +4,623 New
AAM
352
Advisors Asset Management
Colorado
$247K -$5.8K -107 -2%
VAM
353
Verity Asset Management
North Carolina
$244K +$1.89K +35 +0.8%
SPIO
354
Seven Post Investment Office
California
$242K – – –
SFM
355
Signet Financial Management
New Jersey
$237K -$9.36K -173 -4%
SWA
356
Stratos Wealth Advisors
Ohio
$237K +$237K +4,390 New
Franklin Resources
357
Franklin Resources
California
$236K +$53.9K +995 +30%
DIP
358
DT Investment Partners
Pennsylvania
$228K +$6.96K +129 +3%
AP
359
Appleton Partners
Massachusetts
$227K -$22.1K -410 -9%
SL
360
SWMG LLC
Texas
$224K +$224K +4,148 New
APA
361
American Portfolios Advisors
New York
$222K +$18.9K +350 +9%
LJAC
362
L.J. Altfest & Co
New York
$222K +$1.41K +26 +0.6%
SW
363
SVB Wealth
Massachusetts
$222K +$222K +4,100 New
BFA
364
Bragg Financial Advisors
North Carolina
$222K +$222K +4,113 New
VAS
365
Vestmark Advisory Solutions
Massachusetts
$219K -$2.48K -46 -1%
MNBTD
366
Moody National Bank Trust Division
Texas
$217K +$9.59K +177 +5%
PWA
367
Physician Wealth Advisors
Utah
$216K +$216K +4,000 New
PFP
368
Pinnacle Financial Partners
Tennessee
$212K – – –
Fidelity Investments
369
Fidelity Investments
Massachusetts
$211K -$23.2K -431 -10%
LSA
370
Lion Street Advisors
Texas
$209K -$406K -7,525 -66%
HR
371
Howe & Rusling
New York
$183K -$13.5K -249 -7%
CFFP
372
Center for Financial Planning
Michigan
$181K – – –
SBL
373
Sargent Bickham Lagudis
Colorado
$177K +$177K +3,282 New
Citigroup
374
Citigroup
New York
$169K +$25.4K +469 +18%
CCA
375
Catalyst Capital Advisors
New York
$164K -$101K -1,870 -38%
13 14
15
16 17