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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 %
ERIM
51
Eagle Ridge Investment Management
Connecticut
$22.6M 418,032 +6,908 +2%
DCM
52
DeGreen Capital Management
Arizona
$21.8M 403,959 +148,027 +58%
RWM
53
RKL Wealth Management
Pennsylvania
$20.9M 387,002 +21,153 +6%
ACM
54
Advisors Capital Management
New Jersey
$20.6M 380,279 +380,279 New
SAMC
55
Spectrum Asset Management (California)
California
$20.5M 378,549 +151,085 +66%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$20.4M 376,409 +11,408 +3%
Truist Financial
57
Truist Financial
North Carolina
$20.2M 373,448 +12,220 +3%
SKK
58
Shepherd Kaplan Krochuk
Massachusetts
$19.3M 356,115 +47,516 +15%
FNBOH
59
First National Bank of Hutchinson
Kansas
$18.9M 349,525 +75,267 +27%
OMC
60
Old Mission Capital
Illinois
$18.3M 338,795 +338,795 New
OWM
61
OneAscent Wealth Management
Alabama
$18.2M 336,174 +336,174 New
TLFA
62
True Link Financial Advisors
California
$18M 333,322 +333,322 New
RVPG
63
Relative Value Partners Group
$18M 332,728 +11,446 +4%
WPWM
64
Windward Private Wealth Management
Kansas
$17.7M 327,314 +327,314 New
MD
65
Money Design
Japan
$17.4M 322,320 +36,714 +13%
FLA
66
Financial Life Advisors
Texas
$17.1M 315,625 +14,393 +5%
MML Investors Services
67
MML Investors Services
Massachusetts
$16.1M 298,463 -71,712 -19%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$15.6M 288,037 +14,744 +5%
EFSCE
69
Enterprise Financial Services Corp (EFSC)
Missouri
$15.5M 286,637 +441 +0.2%
AFS
70
Annapolis Financial Services
Maryland
$15.4M 285,458 +285,458 New
AAMA
71
Advanced Asset Management Advisors
Ohio
$15.3M 283,000 +283,000 New
HWA
72
Heartwood Wealth Advisors
Virginia
$15.2M 281,307 +9,046 +3%
VWA
73
Visionary Wealth Advisors
Illinois
$15.1M 278,771 +23,429 +9%
Renaissance Technologies
74
Renaissance Technologies
New York
$14.2M 262,200 +165,900 +172%
MPW
75
MA Private Wealth
California
$14.2M 262,000 +241,521 +1,179%
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