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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 %
CFD
401
Creative Financial Designs
Indiana
$53K +$4.77K +89 +10%
CWC
402
Carolinas Wealth Consulting
North Carolina
$51K – – –
CCA
403
Column Capital Advisors
Indiana
$50K – – –
MA
404
Montag & Associates
Georgia
$46K +$46K +859 New
WEC
405
Winslow Evans & Crocker
Massachusetts
$42K – – –
AWM
406
Avior Wealth Management
Nebraska
$41K +$41K +767 New
IRC
407
Investors Research Corp
Georgia
$38K +$14.1K +261 +59%
CWP
408
Concord Wealth Partners
Virginia
$35K +$35K +647 New
GWM
409
Geneos Wealth Management
Colorado
$34K +$27.8K +1,365 +450%
TFA
410
Transamerica Financial Advisors
Florida
$33K -$54 -1 -0.2%
FCH
411
Freestone Capital Holdings
Washington
$32.6K +$22.1K +408 +209%
GTAM
412
Global Trust Asset Management
Florida
$30K -$2.57K -48 -8%
MCC
413
Money Concepts Capital
Florida
$28K +$28K +527 New
RA
414
Reby Advisors
Connecticut
$27K +$27K +494 New
JCM
415
Jacobi Capital Management
Pennsylvania
$26K -$3.75K -68 -13%
PB
416
Pinnacle Bancorp
Nebraska
$26K – – –
CMA
417
Cedar Mountain Advisors
Oregon
$26K +$165 +3 +0.6%
FPB
418
First PREMIER Bank
South Dakota
$25K – – –
LWA
419
Lenox Wealth Advisors
New York
$23K -$6.67K -125 -22%
CAL
420
Capital Analysts LLC
Pennsylvania
$23K +$1.28K +24 +6%
ACA
421
Aptus Capital Advisors
Alabama
$22K -$106K -1,952 -83%
HPC
422
HM Payson & Co
Maine
$22K -$40.2K -750 -65%
KCM
423
Kathmere Capital Management
Pennsylvania
$17K – – –
GLLW
424
Graves Light Lenhart Wealth
Virginia
$17K +$17K +319 New
CHA
425
Carmichael Hill & Associates
Maryland
$16K +$966 +18 +6%
15 16
17
18 19