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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 %
KFS
376
Kelly Financial Services
Massachusetts
$7.29K +$54 +1 +0.8%
AF
377
Allworth Financial
California
$7K +$3.5K +60 +100%
AIC
378
Archer Investment Corporation
Indiana
$6.64K – – –
WT
379
Whittier Trust
California
$6K -$50K -941 -89%
HFS
380
Hantz Financial Services
Michigan
$4K – – –
JFA
381
JNBA Financial Advisors
Minnesota
$4K – – –
RG
382
Retirement Group
California
$4K +$4K +75 New
KPW
383
Kore Private Wealth
New York
$3K – – –
TFGT
384
TS Financial Group (TSFG)
Illinois
$3K – – –
HIA
385
Harbor Investment Advisory
Maryland
$3K – – –
CA
386
Clearstead Advisors
Ohio
$3K +$3K +46 New
PWP
387
Principle Wealth Partners
Connecticut
$3K +$3K +53 New
OC
388
Oakworth Capital
Alabama
$3K +$3K +60 New
PMFA
389
Plante Moran Financial Advisors
Michigan
$3K +$3K +64 New
PIMG
390
Patriot Investment Management Group
Tennessee
$2.77K +$2.77K +51 New
RAM
391
Riggs Asset Management
Pennsylvania
$2K – – –
IF
392
Ironwood Financial
Arizona
$2K +$2K +33 New
MFAM
393
M Financial Asset Management
Oregon
$2K +$2K +35 New
IFAM
394
Institutional & Family Asset Management
Colorado
$2K +$2K +40 New
GEA
395
Glen Eagle Advisors
New Jersey
$1.41K – – –
FMP
396
Financial Management Professionals
Texas
$1K -$3.63K -58 -78%
HNB
397
Huntington National Bank
Ohio
$1K -$23K – –
TPWA
398
TRUE Private Wealth Advisors
Oregon
$1K – – –
TI
399
tru Independence
Oregon
$761 +$190 +2,364 +33%
WIM
400
Westside Investment Management
California
$4 – – –
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16
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