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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 %
RG
451
Retirement Group
California
$4K – – –
JFA
452
JNBA Financial Advisors
Minnesota
$4K – – –
APWA
453
Atlas Private Wealth Advisors
New Jersey
$4K +$4K +66 New
TFGT
454
TS Financial Group (TSFG)
Illinois
$3K – – –
IF
455
Ironwood Financial
Arizona
$2K – – –
TCOV
456
Trust Company of Vermont
Vermont
$2K – – –
PWMG
457
Prestige Wealth Management Group
New Jersey
$2K +$2K +32 New
GEA
458
Glen Eagle Advisors
New Jersey
$1.41K – – –
SIM
459
Sonora Investment Management
Arizona
$1K -$55.5K -999 -98%
S
460
SignatureFD
Georgia
$1K – – –
FMP
461
Financial Management Professionals
Texas
$1K – – –
TPWA
462
TRUE Private Wealth Advisors
Oregon
$1K – – –
SIS
463
Sound Income Strategies
Florida
$1K – – –
FF
464
FourThought Financial
Florida
$1K +$1K +27 New
AIC
465
Archer Investment Corporation
Indiana
$770 – – –
USAA
466
United Services Automobile Association
Texas
– -$18M -332,194 Closed
HighTower Advisors
467
HighTower Advisors
Illinois
– -$17.7M -326,728 Closed
ETC
468
Exchange Traded Concepts
Oklahoma
– -$9.67M -178,236 Closed
SG
469
Swarthmore Group
Pennsylvania
– -$2.14M -39,400 Closed
PP
470
Paloma Partners
Connecticut
– -$1.25M -23,000 Closed
EAM
471
Eagle Asset Management
Florida
– -$1.18M -21,755 Closed
GDP
472
Great Diamond Partners
Maine
– -$989K -18,232 Closed
FIA
473
Foundations Investment Advisors
Arizona
– -$456K -8,403 Closed
HR
474
Hayden Royal
North Carolina
– -$433K -7,985 Closed
FFN
475
Focus Financial Network
Minnesota
– -$328K -6,043 Closed
16 17 18
19
20