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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 %
5L
76
55I LLC
Massachusetts
$13.7M 252,785 +20,057 +9%
UAS
77
United Asset Strategies
New York
$13.2M 243,746 +25,438 +12%
TTWM
78
TCV Trust & Wealth Management
Virginia
$12M 222,252 +20,483 +10%
PG
79
Proffitt & Goodson
Tennessee
$11.9M 220,009 -20,383 -8%
FA
80
Faithward Advisors
Pennsylvania
$11.6M 215,128 -1,861 -0.9%
MIA
81
MainStreet Investment Advisors
Illinois
$11M 203,044 -115,826 -36%
BBNA
82
Bremer Bank National Association
Minnesota
$10.8M 199,679 +16,871 +9%
PAS
83
Park Avenue Securities
New York
$10.6M 195,614 -567 -0.3%
AllianceBernstein
84
AllianceBernstein
Tennessee
$10.4M 192,510 +4,221 +2%
DP
85
Divergent Planning
Maryland
$9.75M 180,236 +180,236 New
1WM
86
1900 Wealth Management
Texas
$9.74M 180,080 +180,080 New
TCWA
87
Ten Capital Wealth Advisors
Washington
$9.6M 177,478 +555 +0.3%
MIM
88
Morningstar Investment Management
Illinois
$9.27M 171,448 -31,706 -16%
GWMIA
89
Global Wealth Management Investment Advisory
Florida
$9.23M 170,739 +5,592 +3%
CFGS
90
Concourse Financial Group Securities
Alabama
$9.2M 170,059 +22,381 +15%
SFA
91
Sequoia Financial Advisors
Ohio
$9.02M 166,850 +46,324 +38%
DWP
92
Destiny Wealth Partners
Florida
$8.98M 166,063 +166,063 New
CFG
93
Citizens Financial Group
Rhode Island
$8.63M 159,594 -4,632 -3%
CCG
94
Chatham Capital Group
Georgia
$8.45M 156,360 +86,875 +125%
OFS
95
OneAscent Financial Services
Alabama
$8.45M 156,289 -134,971 -46%
SIA
96
Sovereign Investment Advisors
Arizona
$8.43M 155,907 +923 +0.6%
RIG
97
RiverFront Investment Group
Virginia
$8.33M 154,040 +8,235 +6%
FI
98
Financial Insights
Washington
$8.17M 151,141 -5,875 -4%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$8.16M 151,039 +30,226 +25%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$8.12M 150,125 +142,074 +1,765%
2 3
4
5 6