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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

411 hedge funds and large institutions have $9.91B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 212 increasing their positions, 86 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+11
Holders Change %
+2.75%
% of All Funds
8.31%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.79%
New
58
Increased
212
Reduced
86
Closed
42
Calls
–
Puts
$262K
Net Calls
-$262K
Net Calls Change
-$262K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.83B
2
Charles Schwab
Charles Schwab
California
$390M
3
CSIA
Charles Schwab Investment Advisory
California
$2.59B
4
AssetMark Inc
AssetMark Inc
California
$227M
5
ECM
Evergreen Capital Management
Washington
$83M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$219M
2
Jane Street
Jane Street
New York
$48.5M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$114M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
UBS AM
UBS AM
Illinois
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
426
Trivium Point Advisory
Connecticut
– -$258K -4,750 Closed
CC
427
Courier Capital
New York
– -$256K -4,700 Closed
PFS
428
Prospera Financial Services
Texas
– -$228K -4,187 Closed
CA
429
CapWealth Advisors
Tennessee
– -$224K -4,129 Closed
CL
430
CPWM LLC
Washington
– -$209K -3,839 Closed
PWA
431
Physician Wealth Advisors
Utah
– -$202K -3,702 Closed
JPLA
432
Joseph P. Lucia & Associates
New York
– -$126K -2,320 Closed
MAM
433
Marquette Asset Management
Minnesota
– -$123K -2,260 Closed
BFIM
434
Beese Fulmer Investment Management
Ohio
– -$79K -1,446 Closed
PA
435
Procyon Advisors
Connecticut
– -$54K -995 Closed
SF
436
Synovus Financial
Georgia
– -$25K -472 Closed
SWM
437
Selective Wealth Management
Virginia
– -$22K -397 Closed
RDWM
438
Red Door Wealth Management
Tennessee
– -$16K -300 Closed
MCM
439
Manchester Capital Management
Vermont
– -$16K -297 Closed
SBL
440
Sargent Bickham Lagudis
Colorado
– -$16K -287 Closed
AWM
441
Apollon Wealth Management
South Carolina
– -$13K -241 Closed
BWM
442
BerganKDV Wealth Management
Minnesota
– -$12K -229 Closed
FA
443
Financial Advantage
Maryland
– -$8K -152 Closed
WIM
444
Westside Investment Management
California
– -$4 -82 Closed
KPW
445
Kore Private Wealth
New York
– -$3K -72 Closed
OC
446
Oakworth Capital
Alabama
– -$3K -60 Closed
RAM
447
Riggs Asset Management
Pennsylvania
– -$2K -53 Closed
PWP
448
Principle Wealth Partners
Connecticut
– -$3K -53 Closed
PIMG
449
Patriot Investment Management Group
Tennessee
– -$2.77K -51 Closed
CA
450
Clearstead Advisors
Ohio
– -$3K -46 Closed
15 16 17
18
19