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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 %
CC
476
Cedar Capital
Illinois
– -$272K -5,019 Closed
CCA
477
Cobblestone Capital Advisors
New York
– -$268K -4,935 Closed
TSS
478
Two Sigma Securities
New York
– -$265K -4,882 Closed
KWA
479
KCS Wealth Advisory
California
– -$245K -4,510 Closed
PCMK
480
Paragon Capital Management (Kansas)
Kansas
– -$241K -4,432 Closed
CGFA
481
Colton Groome Financial Advisors
North Carolina
– -$239K -4,398 Closed
NP
482
NorthRock Partners
Minnesota
– -$213K -3,928 Closed
DAS
483
Dynamic Advisor Solutions
Arizona
– -$209K -3,857 Closed
SMG
484
Spectrum Management Group
Indiana
– -$93K -1,721 Closed
LWCFA
485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$75K -1,390 Closed
AIP
486
Ameritas Investment Partners
Nebraska
– -$66K -1,230 Closed
CSPIA
487
Cary Street Partners Investment Advisory
Virginia
– -$59K -1,090 Closed
PFWA
488
Paces Ferry Wealth Advisors
Georgia
– -$45K -825 Closed
MWP
489
Meridian Wealth Partners
Pennsylvania
– -$37K -686 Closed
VCM
490
Vigilant Capital Management
Maine
– -$18K -340 Closed
WCG
491
Weaver Consulting Group
California
– -$16K -293 Closed
LTI
492
Laffer Tengler Investments
Tennessee
– -$10.9K -200 Closed
GWS
493
Glassman Wealth Services
Virginia
– -$7K -120 Closed
FHA
494
Flagship Harbor Advisors
Massachusetts
– -$6K -117 Closed
ADL
495
Asset Dedication LLC
California
– -$4K -86 Closed
PMFA
496
Plante Moran Financial Advisors
Michigan
– -$4K -81 Closed
CCM
497
Chiron Capital Management
Florida
– -$1K -25 Closed
MFAM
498
M Financial Asset Management
Oregon
– -$1K -16 Closed
16 17 18 19
20