VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

380 hedge funds and large institutions have $9.26B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 137 reducing their positions, and 50 closing their positions.

Holders
380
Holders Change
+8
Holders Change %
+2.15%
% of All Funds
8.4%
Holding in Top 10
43
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+26.47%
% of All Funds
0.95%
New
63
Increased
143
Reduced
137
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$234M
2
Charles Schwab
2
Charles Schwab
California
$160M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$92.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$68.4M
5
Stifel Financial
5
Stifel Financial
Missouri
$161M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.61B
2
CIM
2
Centersquare Investment Management
Pennsylvania
$0
3
AI
3
Atria Investments
North Carolina
$19.3M
4
AssetMark Inc
4
AssetMark Inc
California
$187M
5
Bank of America
5
Bank of America
North Carolina
$1.55B
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
26
Acropolis Investment Management
Missouri
$51.4M 942,315 +20,096 +2%
Deutsche Bank
27
Deutsche Bank
Germany
$49.3M 905,460 -21,558 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$45.6M 837,499 +112,673 +16%
MWM
29
Mission Wealth Management
California
$41.7M 765,890 -25,695 -3%
EWM
30
Executive Wealth Management
Michigan
$41.1M 754,805 -19,493 -3%
CFIA
31
Cantor Fitzgerald Investment Advisors
New York
$40.6M 744,131 -55,687 -7%
RJA
32
Raymond James & Associates
Florida
$35.5M 650,772 +26,398 +4%
BC
33
Bartlett & Co
Ohio
$35M 642,617 +642,617 New
BCWM
34
Bartlett & Co Wealth Management
Ohio
$35M 642,617 +112,410 +21%
UBS AM
35
UBS AM
Illinois
– – – –
UBS Group
36
UBS Group
Switzerland
$33.4M 613,647 -5,378 -0.9%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$29.3M 538,051 +301,169 +127%
Truist Financial
38
Truist Financial
North Carolina
$28.2M 517,944 +46,593 +10%
IA
39
IndexIQ Advisors
New York
$26.6M 488,819 +238,750 +95%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$25.2M 461,553 -46,919 -9%
MNG
41
Manning & Napier Group
New York
– – – –
GFPC
42
Global Financial Private Capital
Florida
$24.4M 446,813 -45,199 -9%
Ameriprise
43
Ameriprise
Minnesota
$21.8M 397,852 +59,946 +18%
OPS
44
Orion Portfolio Solutions
Nebraska
$20.8M 382,386 +382,386 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$20.7M 379,489 -33,017 -8%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$19.9M 365,001 +62,315 +21%
RWM
47
RKL Wealth Management
Pennsylvania
$19.5M 357,072 -2,131 -0.6%
AI
48
Atria Investments
North Carolina
$19.3M 354,904 -965,339 -73%
ERIM
49
Eagle Ridge Investment Management
Connecticut
$18.3M 335,407 -23,640 -7%
AIA
50
Ally Invest Advisors
North Carolina
$18.1M 331,645 +20,527 +7%
1
2
3 4 5