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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 %
VFA
376
Values First Advisors
Tennessee
$15K – – –
CFB
377
Cullen/Frost Bankers
Texas
$13K – – –
LTI
378
Laffer Tengler Investments
Tennessee
$10.9K – – –
FCH
379
Freestone Capital Holdings
Washington
$10.6K +$10.6K +195 New
BFC
380
Bedel Financial Consulting
Indiana
$8K – – –
M
381
MOTCO
Texas
$8K +$8K +155 New
TC
382
Truvestments Capital
Florida
$7K -$3.76K -65 -35%
AF
383
Allworth Financial
California
$7K – – –
HIA
384
Harbor Investment Advisory
Maryland
$7K +$3.78K +67 +118%
GWS
385
Glassman Wealth Services
Virginia
$7K +$7K +120 New
MFT
386
Moisand Fitzgerald Tamayo
Florida
$7K +$7K +137 New
FHA
387
Flagship Harbor Advisors
Massachusetts
$6K -$69.1K -1,348 -92%
WT
388
Whittier Trust
California
$6K – – –
HCP
389
Hexagon Capital Partners
Arkansas
$6K +$6K +127 New
MAWCM
390
Mine & Arao Wealth Creation & Management
California
$5K -$5.65K -113 -53%
FP
391
Fiduciary Planning
Florida
$5K +$5K +86 New
NL
392
NVWM LLC
Pennsylvania
$5K +$5K +101 New
KFS
393
Kelly Financial Services
Massachusetts
$4.04K -$3.18K -59 -44%
RG
394
Retirement Group
California
$4K – – –
JFA
395
JNBA Financial Advisors
Minnesota
$4K – – –
PMFA
396
Plante Moran Financial Advisors
Michigan
$4K +$840 +17 +27%
ADL
397
Asset Dedication LLC
California
$4K +$4K +86 New
TFGT
398
TS Financial Group (TSFG)
Illinois
$3K – – –
IF
399
Ironwood Financial
Arizona
$2K – – –
TCOV
400
Trust Company of Vermont
Vermont
$2K +$2K +35 New
14 15
16
17 18