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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 %
RVPG
51
Relative Value Partners Group
$18M 330,903 +330,903 New
FA
52
Faithward Advisors
Pennsylvania
$17.7M 324,645 +109,097 +51%
FLA
53
Financial Life Advisors
Texas
$14.5M 265,603 +12,704 +5%
HWA
54
Heartwood Wealth Advisors
Virginia
$14.3M 262,268 +3,365 +1%
HighTower Advisors
55
HighTower Advisors
Illinois
$12.7M 232,150 +14,799 +7%
DCM
56
DeGreen Capital Management
Arizona
$12.5M 230,262 -4,838 -2%
OFS
57
OneAscent Financial Services
Alabama
$11.8M 216,598 -188,985 -47%
MD
58
Money Design
Japan
$11.8M 216,446 +29,359 +16%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$11.2M 205,945 +152,580 +286%
AA
60
ALPS Advisors
Colorado
$11M 202,205 +18,548 +10%
AllianceBernstein
61
AllianceBernstein
Tennessee
$11M 201,997 -6,657 -3%
PG
62
Proffitt & Goodson
Tennessee
$10.9M 199,921 +6,727 +3%
PAS
63
Park Avenue Securities
New York
$10.5M 192,362 -201,309 -51%
MML Investors Services
64
MML Investors Services
Massachusetts
$10.3M 189,025 +56,275 +42%
BBNA
65
Bremer Bank National Association
Minnesota
$9.87M 181,059 -13,651 -7%
KFA
66
Kays Financial Advisory
Georgia
$9.84M 180,504 -20,672 -10%
CST
67
Charles Schwab Trust
Nevada
$9.35M 171,541 -12,025 -7%
5L
68
55I LLC
Massachusetts
$9.34M 171,803 +122,488 +248%
TTWM
69
TCV Trust & Wealth Management
Virginia
$9.13M 167,560 +10,030 +6%
VWA
70
Visionary Wealth Advisors
Illinois
$9.02M 165,441 +17,985 +12%
BRWA
71
B. Riley Wealth Advisors
Florida
$8.41M 154,240 +10,369 +7%
CM
72
Columbus Macro
Pennsylvania
$8.4M 154,166 -26,499 -15%
SIA
73
Sovereign Investment Advisors
Arizona
$8.4M 154,125 – –
SEI Investments
74
SEI Investments
Pennsylvania
$8.28M 151,895 -7,859 -5%
MIM
75
Morningstar Investment Management
Illinois
$8.19M 150,234 +150,234 New
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