Vanguard Mortgage-Backed Securities ETF
VMBS
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.
26% more funds holding in top 10
Funds holding in top 10: 34 → 43 (+9)
26% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 50
5.84% more ownership
Funds ownership: 79.28% → 85.12% (+5.8%)
2% more funds holding
Funds holding: 372 → 380 (+8)
5% more capital invested
Capital invested by funds: $8.84B → $9.26B (+$414M)
4% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$224M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$157M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$67.1M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$48.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$226M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$112M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$51.6M |
| 4 |
AssetMark Inc
Concord,
California
|
-$29.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$18M |
VMBS Hedge Fund Activity: Q1 2020 in Review
380 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q1 2020, worth a combined $9.26B — up 4.7% from $8.84B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new VMBS positions and 50 closed out — a net gain of 13 holders — while 143 added to existing stakes and 137 trimmed.
The largest buyer was Jane Street, adding an estimated $224M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $226M.
- 380 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q1 2020, up from 372 in Q4 2019.
- Funds reported $9.26B of Vanguard Mortgage-Backed Securities ETF stock for Q1 2020, up 4.7% quarter-over-quarter.
- 63 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q1 2020 and 50 closed out, a net change of +13 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q1 2020 was Jane Street, an estimated $224M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2020.