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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.

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
1
JPMorgan Chase & Co
New York
$442M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.77B
3
Bank of America
3
Bank of America
North Carolina
$1.99B
4
ECM
4
Evergreen Capital Management
Washington
$136M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$853M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$24.8M
2
MNG
2
Manning & Napier Group
New York
$27.2M
3
Jane Street
3
Jane Street
New York
$22.6M
4
USAA
4
United Services Automobile Association
Texas
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFM
26
MD Financial Management
Ontario, Canada
$64M 1,183,619 +80,983 +7%
CFIA
27
Cantor Fitzgerald Investment Advisors
New York
$62.4M 1,154,215 +428,429 +59%
RJA
28
Raymond James & Associates
Florida
$60.5M 1,118,175 +209,714 +23%
AIM
29
Acropolis Investment Management
Missouri
$57.8M 1,069,633 +50,250 +5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$54.6M 1,009,294 +10,797 +1%
MIS
31
Morningstar Investment Services
Illinois
$52.6M 972,881 +62,175 +7%
Ameriprise
32
Ameriprise
Minnesota
$50.8M 942,140 +320,453 +52%
EWM
33
Executive Wealth Management
Michigan
$47.6M 881,216 -11,818 -1%
Deutsche Bank
34
Deutsche Bank
Germany
$47.4M 876,400 -6,385 -0.7%
MWM
35
Mission Wealth Management
California
$46.4M 858,509 +51,127 +6%
Citadel Advisors
36
Citadel Advisors
Florida
$40.7M 751,973 +221,987 +42%
BC
37
Bartlett & Co
Ohio
$39.3M 727,367 +15,697 +2%
BCWM
38
Bartlett & Co Wealth Management
Ohio
$39.3M 727,367 +15,697 +2%
B
39
Bailard
California
$35.1M 648,965 +228,734 +54%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$31.5M 583,347 +34,281 +6%
QAM
41
QCI Asset Management
New York
$31.3M 578,959 +35,043 +6%
AIA
42
Ally Invest Advisors
North Carolina
$30M 555,146 +108,869 +24%
AI
43
Atria Investments
North Carolina
$29.6M 546,764 +60,816 +13%
FMT
44
First Mercantile Trust
Tennessee
$27.6M 510,342 +510,342 New
MNG
45
Manning & Napier Group
New York
– – – –
OPS
46
Orion Portfolio Solutions
Nebraska
$26.1M 483,229 +92,977 +24%
UBS AM
47
UBS AM
Illinois
– – – –
RJFSA
48
Raymond James Financial Services Advisors
Florida
$24.6M 454,604 +40,512 +10%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$24.6M 454,293 -19,137 -4%
Jane Street
50
Jane Street
New York
$22.6M 418,171 -475,666 -53%
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