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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 %
FGAM
376
Financial Gravity Asset Management
Texas
$157K +$157K +2,911 New
Bessemer Group
377
Bessemer Group
New Jersey
$150K -$9.15K -169 -6%
APWM
378
Atlas Private Wealth Management
New York
$132K – – –
AF
379
Advisornet Financial
Minnesota
$130K -$6.88K -127 -5%
LWM
380
Liberty Wealth Management
California
$130K +$6.38K +118 +5%
CAAS
381
Capital Asset Advisory Services
Michigan
$122K – – –
PFBT
382
Parkside Financial Bank & Trust
Missouri
$118K +$7.17K +133 +6%
IAIM
383
International Assets Investment Management
Florida
$113K +$113K +1,834 New
FRA
384
Front Row Advisors
California
$108K – – –
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$105K +$6.23K +115 +6%
JPLA
386
Joseph P. Lucia & Associates
New York
$100K +$100K +1,856 New
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
EIP
388
Ellis Investment Partners
Pennsylvania
$82K +$162 +3 +0.2%
CWM
389
Cranbrook Wealth Management
Michigan
$82K +$82K +1,514 New
FFA
390
Founders Financial Alliance
North Carolina
$77K – – –
MA
391
MUFG Americas
New York
$74K +$36.9K +685 +99%
HI
392
Hudock Inc
Pennsylvania
$73K -$73.1K -1,351 -50%
BlackRock
393
BlackRock
New York
$73K +$34K +629 +87%
HS
394
Horan Securities
United States
$72K +$27.5K +509 +62%
GI
395
Gradient Investments
Minnesota
$70K – – –
CFA
396
Carroll Financial Associates
North Carolina
$63K – – –
SIAG
397
Safeguard Investment Advisory Group
California
$63K +$63K +1,182 New
AWM
398
Accel Wealth Management
Iowa
$60K +$60K +1,102 New
DSC
399
Duncker Streett & Co
Missouri
$56K – – –
SAM
400
S.A. Mason
Michigan
$54K +$814 +15 +2%
14 15
16
17 18