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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

400 hedge funds and large institutions have $9.19B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 47 closing their positions.

Holders
400
Holders Change
+20
Holders Change %
+5.26%
% of All Funds
8.22%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.8%
New
72
Increased
166
Reduced
116
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$47.8M
2
UBS Group
2
UBS Group
Switzerland
$74.7M
3
QAM
3
QCI Asset Management
New York
$28.8M
4
ECM
4
Evergreen Capital Management
Washington
$26.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$249M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$95.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.46B
3
Jane Street
3
Jane Street
New York
$156M
4
Victory Capital Management
4
Victory Capital Management
Texas
$8M
5
Wells Fargo
5
Wells Fargo
California
$360M
Name Market Value Shares Shares
Change 		Shares
Change %
CM
76
Columbus Macro
Pennsylvania
$9.74M 179,219 +25,053 +16%
BBNA
77
Bremer Bank National Association
Minnesota
$9.74M 179,096 -1,963 -1%
MIM
78
Morningstar Investment Management
Illinois
$9.7M 178,368 +28,134 +19%
TTWM
79
TCV Trust & Wealth Management
Virginia
$9.57M 175,953 +8,393 +5%
BRWA
80
B. Riley Wealth Advisors
Florida
$8.71M 160,095 +5,855 +4%
FAAS
81
First Allied Advisory Services
California
$8.54M 157,084 +24,494 +18%
SIA
82
Sovereign Investment Advisors
Arizona
$8.39M 154,378 +253 +0.2%
GWMIA
83
Global Wealth Management Investment Advisory
Florida
$8.36M 153,769 +3,653 +2%
CST
84
Charles Schwab Trust
Nevada
$8.3M 152,640 -18,901 -11%
Victory Capital Management
85
Victory Capital Management
Texas
$8M 147,175 -1,409,251 -91%
SEI Investments
86
SEI Investments
Pennsylvania
$7.93M 145,713 -6,182 -4%
CFGS
87
Concourse Financial Group Securities
Alabama
$7.42M 136,480 +19,661 +17%
RIG
88
RiverFront Investment Group
Virginia
$7.42M 136,397 +17,186 +14%
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$7.06M 129,773 +31,178 +32%
CFG
90
Citizens Financial Group
Rhode Island
$7.02M 129,079 -17,025 -12%
SKK
91
Shepherd Kaplan Krochuk
Massachusetts
$6.98M 128,356 +128,356 New
AF
92
Advisornet Financial
Minnesota
$6.65M 122,259 +30,531 +33%
BHWM
93
Bay Harbor Wealth Management
Maryland
$6.62M 121,782 +935 +0.8%
Betterment LLC
94
Betterment LLC
New York
$6.16M 113,328 +28,106 +33%
WAM
95
Wakefield Asset Management
Colorado
$6.04M 111,049 -16,288 -13%
FHA
96
First Horizon Advisors
Tennessee
$6M 110,307 +2,025 +2%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$5.98M 109,849 +5,017 +5%
BCA
98
Biltmore Capital Advisors
New Jersey
$5.92M 108,879 +43,691 +67%
CW
99
CreativeOne Wealth
Kansas
$5.9M 108,578 +16,050 +17%
FIM
100
Freedom Investment Management
Connecticut
$5.36M 98,484 -16,962 -15%
2 3
4
5 6