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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 %
PCM
426
Penserra Capital Management
California
– -$48K -882 Closed
FCA
427
FinTrust Capital Advisors
South Carolina
– -$47K -860 Closed
WAP
428
Wealthcare Advisory Partners
Pennsylvania
– -$38K -702 Closed
AIC
429
Ameritas Investment Company
Nebraska
– -$34K -628 Closed
CAN
430
Claraphi Advisory Network
United States
– -$34K -628 Closed
WB
431
Webster Bank
Connecticut
– -$26K -486 Closed
WCM
432
Wealthcare Capital Management
Virginia
– -$22K -405 Closed
AAMA
433
Advanced Asset Management Advisors
Ohio
– -$19K -357 Closed
TF
434
Tompkins Financial
New York
– -$16K -302 Closed
SIAS
435
Shine Investment Advisory Services
Colorado
– -$11K -207 Closed
CAGAS
436
Capital Advisory Group Advisory Services
Minnesota
– -$10K -183 Closed
FWM
437
Filbrandt Wealth Management
Wisconsin
– -$9K -172 Closed
CTC
438
Central Trust Company
Missouri
– -$8K -141 Closed
EWM
439
EPG Wealth Management
Georgia
– -$7K -121 Closed
TCOV
440
Trust Company of Vermont
Vermont
– -$4K -75 Closed
MPCG
441
Matrix Private Capital Group
New York
– -$1K -27 Closed
NEIRG
442
New England Investment & Retirement Group
Massachusetts
– -$1K -23 Closed
S
443
SignatureFD
Georgia
– -$1K -23 Closed
RFM
444
Royal Fund Management
Florida
– -$1K -22 Closed
RCA
445
Ranch Capital Advisors
Florida
– -$1K -20 Closed
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