Vanguard Mortgage-Backed Securities ETF
VMBS
372 hedge funds and large institutions have $8.84B invested in Vanguard Mortgage-Backed Securities ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 72 reducing their positions, and 29 closing their positions.
200% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 29
146% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 72
17% more funds holding
Funds holding: 319 → 372 (+53)
13% more funds holding in top 10
Funds holding in top 10: 30 → 34 (+4)
7% more capital invested
Capital invested by funds: $8.29B → $8.84B (+$554M)
0.47% more ownership
Funds ownership: 78.8% → 79.28% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$136M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$95M |
| 3 |
AssetMark Inc
Concord,
California
|
+$66.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$39.9M |
| 5 |
Bank of New York Mellon
New York
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$27.3M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$17.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$13.8M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$9.7M |
| 5 |
Goldman Sachs
New York
|
-$9.08M |
VMBS Hedge Fund Activity: Q4 2019 in Review
372 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2019, worth a combined $8.84B — up 6.7% from $8.29B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new VMBS positions and 29 closed out — a net gain of 58 holders — while 177 added to existing stakes and 72 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $136M. The largest seller was IndexIQ Advisors, cutting an estimated $27.3M.
- 372 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2019, up from 319 in Q3 2019.
- Funds reported $8.84B of Vanguard Mortgage-Backed Securities ETF stock for Q4 2019, up 6.7% quarter-over-quarter.
- 87 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2019 and 29 closed out, a net change of +58 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $136M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2019 was IndexIQ Advisors, an estimated $27.3M sold.
Based on aggregated 13F filings for Q4 2019.