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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

380 hedge funds and large institutions have $9.26B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 137 reducing their positions, and 50 closing their positions.

Holders
380
Holders Change
+8
Holders Change %
+2.15%
% of All Funds
8.4%
Holding in Top 10
43
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+26.47%
% of All Funds
0.95%
New
63
Increased
143
Reduced
137
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$234M
2
Charles Schwab
2
Charles Schwab
California
$160M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$92.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$68.4M
5
Stifel Financial
5
Stifel Financial
Missouri
$161M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.61B
2
CIM
2
Centersquare Investment Management
Pennsylvania
$0
3
AI
3
Atria Investments
North Carolina
$19.3M
4
AssetMark Inc
4
AssetMark Inc
California
$187M
5
Bank of America
5
Bank of America
North Carolina
$1.55B
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
401
Physician Wealth Advisors
Utah
– – -9,326 Closed
FSC
402
Full Sail Capital
Oklahoma
– – -5,835 Closed
GC
403
Garde Capital
Washington
– – -5,832 Closed
W
404
WealthOne
New York
– – -4,767 Closed
Mercer Global Advisors
405
Mercer Global Advisors
Colorado
– – -4,603 Closed
RT
406
Rockland Trust
Massachusetts
– – -4,459 Closed
EWA
407
EP Wealth Advisors
California
– – -4,053 Closed
IWM
408
IHT Wealth Management
Illinois
– – -3,834 Closed
WP
409
WealthPLAN Partners
Nebraska
– – -3,818 Closed
TRCT
410
Tower Research Capital (TRC)
New York
$0 1 -1,072 -100%
SSB
411
Sandy Spring Bank
Maryland
– – -974 Closed
ACM
412
Allred Capital Management
Texas
– – -751 Closed
OIA
413
Optimum Investment Advisors
Illinois
– – -656 Closed
WWM
414
Willingdon Wealth Management
North Carolina
– – -568 Closed
EI
415
Ellevest Inc
New York
– – -268 Closed
BB
416
Busey Bank
Illinois
– – -136 Closed
SIC
417
Samalin Investment Counsel
New York
– – -132 Closed
AWM
418
AllSquare Wealth Management
New York
– – -130 Closed
IFWM
419
Institute for Wealth Management
Colorado
– – -122 Closed
EW
420
Element Wealth
Mississippi
– – -103 Closed
SFC
421
SYM Financial Corp
Indiana
– – -95 Closed
CWM
422
Cedar Wealth Management
California
– – -75 Closed
LFG
423
Larson Financial Group
Missouri
– – -69 Closed
EAM
424
Eukles Asset Management
Ohio
– – -62 Closed
CFN
425
Cordasco Financial Network
Florida
– – -38 Closed
14 15 16
17
18