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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 %
PP
426
Pacifica Partners
Canada
$15K +$15K +281 New
VFA
427
Values First Advisors
Tennessee
$14K -$1.4K -26 -9%
CFB
428
Cullen/Frost Bankers
Texas
$13K – – –
MFT
429
Moisand Fitzgerald Tamayo
Florida
$12K +$4.42K +80 +58%
TC
430
Truvestments Capital
Florida
$10K +$3.53K +66 +55%
TF
431
Tompkins Financial
New York
$10K +$10K +176 New
FPCG
432
Fort Pitt Capital Group
Pennsylvania
$9K +$9K +161 New
M
433
MOTCO
Texas
$8K – – –
BFC
434
Bedel Financial Consulting
Indiana
$8K – – –
BWM
435
BerganKDV Wealth Management
Minnesota
$8K +$8K +156 New
HFA
436
HC Financial Advisors
California
$8K +$8K +157 New
AF
437
Allworth Financial
California
$7K +$58 +1 +0.8%
HIA
438
Harbor Investment Advisory
Maryland
$7K +$570 +11 +9%
TWM
439
Tradition Wealth Management
Minnesota
$7K +$7K +138 New
WT
440
Whittier Trust
California
$6K – – –
HCP
441
Hexagon Capital Partners
Arkansas
$6K – – –
FWM
442
Focused Wealth Management
New York
$6K +$5.58K +105 +1,313%
RIA
443
RPG Investment Advisory
California
$6K +$6K +120 New
MAWCM
444
Mine & Arao Wealth Creation & Management
California
$5K – – –
NL
445
NVWM LLC
Pennsylvania
$5K – – –
FP
446
Fiduciary Planning
Florida
$5K +$57 +1 +1%
MAM
447
McCarthy Asset Management
California
$5K +$5K +88 New
KC
448
Kinloch Capital
Virginia
$5K +$5K +100 New
KFS
449
Kelly Financial Services
Massachusetts
$4.05K – – –
HFS
450
Hantz Financial Services
Michigan
$4K -$32.9K -600 -89%
16 17
18
19 20