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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 %
GWMIA
76
Global Wealth Management Investment Advisory
Florida
$8.18M 150,116 -5,734 -4%
ASW
77
Astoria Strategic Wealth
Texas
$8.11M 148,760 -2,010 -1%
AC
78
Athanor Capital
New York
$8.05M 147,684 +147,684 New
CFG
79
Citizens Financial Group
Rhode Island
$7.96M 146,104 +4,524 +3%
SAMC
80
Spectrum Asset Management (California)
California
$7.28M 133,501 +129,001 +2,867%
FAAS
81
First Allied Advisory Services
California
$7.23M 132,590 -27,789 -17%
WAM
82
Wakefield Asset Management
Colorado
$6.94M 127,337 -138,165 -52%
BHWM
83
Bay Harbor Wealth Management
Maryland
$6.59M 120,847 +5,764 +5%
HIM
84
HawsGoodwin Investment Management
Tennessee
$6.57M 120,463 +31,640 +36%
RIG
85
RiverFront Investment Group
Virginia
$6.5M 119,211 +17,082 +17%
CFGS
86
Concourse Financial Group Securities
Alabama
$6.37M 116,819 +6,747 +6%
FIM
87
Freedom Investment Management
Connecticut
$6.18M 115,446 -23,261 -17%
FHA
88
First Horizon Advisors
Tennessee
$5.9M 108,282 -12,650 -10%
FNBOH
89
First National Bank of Hutchinson
Kansas
$5.72M 105,019 +35,464 +51%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$5.71M 104,832 -501 -0.5%
PCM
91
Peak Capital Management
Colorado
$5.67M 104,055 -134,181 -56%
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$5.37M 98,595 -22,758 -19%
ICMP
93
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.26M 96,567 -59,125 -38%
CW
94
CreativeOne Wealth
Kansas
$5.04M 92,528 -4,398 -5%
VDFA
95
Vickerman & Driscoll Financial Advisors
Washington
$5.01M 91,944 +1,284 +1%
AF
96
Advisornet Financial
Minnesota
$5M 91,728 +91,289 +20,795%
FI
97
Financial Insights
Washington
$4.98M 91,301 +3,599 +4%
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$4.87M 89,292 +2,970 +3%
HP
99
HT Partners
Connecticut
$4.85M 88,912 -14,999 -14%
CCA
100
Checchi Capital Advisers
California
$4.75M 87,229 +4,615 +6%
2 3
4
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