VMBS icon

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 %
EC
101
Estate Counselors
Wisconsin
$4.75M 87,070 – –
Betterment LLC
102
Betterment LLC
New York
$4.65M 85,222 +8,628 +11%
FAM
103
Foothills Asset Management
Arizona
$4.64M 85,163 -200 -0.2%
SWG
104
Summit Wealth Group
Vermont
$4.59M 84,202 +6,549 +8%
BWM
105
Brickley Wealth Management
California
$4.58M 83,969 +8,940 +12%
FNT
106
First National Trust
Pennsylvania
$4.36M 79,902 +4,892 +7%
HW
107
Hancock Whitney
Mississippi
$4.15M 76,163 -3,241 -4%
FA
108
FC Advisory
Pennsylvania
$3.71M 68,096 -9,440 -12%
TA
109
Tiedemann Advisors
New York
$3.7M 67,916 -9,711 -13%
SP
110
Symmetry Partners
Connecticut
$3.7M 67,915 +9,884 +17%
APC
111
Aspire Private Capital
North Carolina
$3.7M 67,794 +3,090 +5%
BCM
112
Brookstone Capital Management
Illinois
$3.68M 67,540 -12,769 -16%
BCA
113
Biltmore Capital Advisors
New Jersey
$3.55M 65,188 +28,252 +76%
EA
114
Emerald Advisors
Washington
$3.54M 64,714 +46,882 +263%
CAM
115
Chandler Asset Management
California
$3.48M 63,935 +4,750 +8%
LWM
116
Lionsbridge Wealth Management
Florida
$3.37M 61,828 -1,331 -2%
HW
117
Hedeker Wealth
Illinois
$3.18M 58,281 +58,281 New
SIM
118
Sterling Investment Management
Arizona
$3M 55,082 – –
SIA
119
Strategic Investment Advisors
Michigan
$2.89M 52,930 +7,913 +18%
PA
120
Parkside Advisors
California
$2.74M 50,230 +30,538 +155%
LWS
121
Lucia Wealth Services
California
$2.62M 48,113 -47,759 -50%
NA
122
NewEdge Advisors
Louisiana
$2.54M 46,601 -8,134 -15%
FHC
123
First Heartland Consultants
Missouri
$2.43M 44,523 +2,487 +6%
KWA
124
KCS Wealth Advisory
California
$2.4M 43,941 +43,941 New
AIM
125
AMI Investment Management
Indiana
$2.36M 43,236 +2,396 +6%
3 4
5
6 7