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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 %
ICMP
101
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.34M 98,288 +1,721 +2%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$5.18M 95,311 +6,019 +7%
HP
103
HT Partners
Connecticut
$4.85M 89,266 +354 +0.4%
EC
104
Estate Counselors
Wisconsin
$4.76M 87,540 +470 +0.5%
SWG
105
Summit Wealth Group
Vermont
$4.59M 84,350 +148 +0.2%
BWM
106
Brickley Wealth Management
California
$4.54M 83,536 -433 -0.5%
FNT
107
First National Trust
Pennsylvania
$4.41M 81,042 +1,140 +1%
CIP
108
Capital Insight Partners
Arizona
$4.26M 78,412 +78,412 New
CCA
109
Checchi Capital Advisers
California
$4.23M 77,750 -9,479 -11%
HW
110
Hancock Whitney
Mississippi
$4.12M 75,824 -339 -0.4%
TWA
111
Tillar-Wenstrup Advisors
Ohio
$4.11M 75,594 +75,594 New
APC
112
Aspire Private Capital
North Carolina
$4.1M 75,330 +7,536 +11%
DFG
113
DWM Financial Group
Illinois
$4.06M 74,729 +74,729 New
SP
114
Symmetry Partners
Connecticut
$3.79M 69,786 +1,871 +3%
FA
115
FC Advisory
Pennsylvania
$3.67M 67,580 -516 -0.8%
EA
116
Emerald Advisors
Washington
$3.61M 66,474 +1,760 +3%
AA
117
Alesco Advisors
New York
$3.55M 65,335 +49,490 +312%
SIA
118
Strategic Investment Advisors
Michigan
$3.52M 64,696 +11,766 +22%
LWM
119
Lionsbridge Wealth Management
Florida
$3.45M 63,520 +1,692 +3%
TA
120
Tiedemann Advisors
New York
$3.38M 62,128 -5,788 -9%
PA
121
Parkside Advisors
California
$3.35M 61,618 +11,388 +23%
SIM
122
Sterling Investment Management
Arizona
$3M 55,082 – –
SFA
123
Sequoia Financial Advisors
Ohio
$2.86M 52,511 +15,782 +43%
BA
124
Bard Associates
Illinois
$2.78M 51,065 +51,065 New
BCM
125
Brookstone Capital Management
Illinois
$2.66M 48,859 -18,681 -28%
3 4
5
6 7