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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 %
ASW
401
Astoria Strategic Wealth
Texas
– -$8.11M -148,760 Closed
AC
402
Athanor Capital
New York
– -$8.05M -147,684 Closed
HW
403
Hedeker Wealth
Illinois
– -$3.18M -58,281 Closed
SP
404
SWS Partners
Ohio
– -$2.31M -42,310 Closed
PAG
405
Private Advisory Group
Washington
– -$2.08M -38,121 Closed
LFPWM
406
Leicht Financial Planning & Wealth Management
New Jersey
– -$1.41M -25,941 Closed
MPM
407
Meritage Portfolio Management
Kansas
– -$1.03M -18,820 Closed
KMWM
408
Keudell/Morrison Wealth Management
Oregon
– -$859K -15,768 Closed
Vanguard Group
409
Vanguard Group
Pennsylvania
– -$610K -11,194 Closed
CRC
410
Curi RMB Capital
Illinois
– -$548K -10,061 Closed
SP
411
Successful Portfolios
Florida
– -$514K -9,436 Closed
CAG
412
Csenge Advisory Group
Florida
– -$460K -8,437 Closed
FFN
413
Focus Financial Network
Minnesota
– -$344K -6,315 Closed
CCA
414
Clearwater Capital Advisors
Illinois
– -$340K -6,240 Closed
OWM
415
Orgel Wealth Management
Wisconsin
– -$336K -6,166 Closed
Cerity Partners
416
Cerity Partners
New York
– -$329K -6,036 Closed
FGAM
417
Financial Gravity Asset Management
Texas
– -$314K -5,776 Closed
BSW
418
Buckingham Strategic Wealth
Missouri
– -$228K -4,188 Closed
DIP
419
DT Investment Partners
Pennsylvania
– -$211K -3,879 Closed
DADC
420
D.A. Davidson & Co
Montana
– -$202K -3,700 Closed
AA
421
Advisory Alpha
Michigan
– -$198K -3,631 Closed
FA
422
Fortis Advisors
Pennsylvania
– -$174K -3,201 Closed
LS
423
Leelyn Smith
Illinois
– -$105K -1,919 Closed
PCMK
424
Paragon Capital Management (Kansas)
Kansas
– -$85K -1,567 Closed
BMM
425
Berkshire Money Management
Massachusetts
– -$77K -1,414 Closed
14 15 16
17
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