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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 %
CW
101
CreativeOne Wealth
Kansas
$8.1M 149,727 +15,937 +12%
Victory Capital Management
102
Victory Capital Management
Texas
$7.96M 147,175 – –
PA
103
Parkside Advisors
California
$7.92M 146,419 +51,979 +55%
SIA
104
Strategic Investment Advisors
Michigan
$7.8M 144,158 +71,154 +97%
Betterment LLC
105
Betterment LLC
New York
$7.78M 143,917 +9,498 +7%
BRWA
106
B. Riley Wealth Advisors
Florida
$7.72M 142,706 -26,286 -16%
PGFC
107
Peapack-Gladstone Financial Corp
New Jersey
$7.68M 142,031 +142,031 New
WWM
108
Wiser Wealth Management
Georgia
$7.64M 141,228 +141,228 New
CCM
109
Crabel Capital Management
California
$7.59M 140,306 +140,306 New
UCFA
110
United Capital Financial Advisors
Texas
$7.31M 135,135 +64,145 +90%
BHWM
111
Bay Harbor Wealth Management
Maryland
$7.24M 133,953 +6,298 +5%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$7.24M 133,887 +57,064 +74%
MMA
113
Miracle Mile Advisors
California
$7.02M 129,814 -10,611 -8%
SWG
114
Summit Wealth Group
Vermont
$6.98M 129,084 +42,916 +50%
SEI Investments
115
SEI Investments
Pennsylvania
$6.82M 126,456 +8,742 +7%
Kovitz Investment Group Partners
116
Kovitz Investment Group Partners
Illinois
$6.78M 125,452 -5,551 -4%
CM
117
Columbus Macro
Pennsylvania
$6.72M 124,317 -29,082 -19%
FHA
118
First Horizon Advisors
Tennessee
$6.61M 122,261 +1,697 +1%
TWA
119
Tillar-Wenstrup Advisors
Ohio
$6.61M 122,214 +45,593 +60%
BA
120
Bridge Advisory
California
$6.48M 119,851 +119,851 New
CYG
121
Clean Yield Group
Vermont
$6.46M 119,429 +119,429 New
CFAM
122
Center For Asset Management
Florida
$6.38M 117,928 +117,928 New
WAM
123
Wakefield Asset Management
Colorado
$6.18M 114,298 +4,159 +4%
BCM
124
Brookstone Capital Management
Illinois
$6.16M 113,928 +26,479 +30%
HP
125
HT Partners
Connecticut
$6.09M 112,565 +22,340 +25%
3 4
5
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