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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
$442M
2
CSIA
Charles Schwab Investment Advisory
California
$2.77B
3
Bank of America
Bank of America
North Carolina
$1.99B
4
ECM
Evergreen Capital Management
Washington
$136M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$853M

Top Sellers

1
UBS AM
UBS AM
Illinois
$24.8M
2
MNG
Manning & Napier Group
New York
$27.2M
3
Jane Street
Jane Street
New York
$22.6M
4
USAA
United Services Automobile Association
Texas
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
ALPS Advisors
Colorado
$6.02M -$113K -2,090 -2%
Millennium Management
127
Millennium Management
New York
$5.98M +$5.98M +110,550 New
CST
128
Charles Schwab Trust
Nevada
$5.89M -$2.56M -47,259 -30%
PAG
129
Private Advisor Group
New Jersey
$5.87M +$3.85M +71,296 +191%
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$5.74M +$245K +4,523 +4%
BCA
131
Biltmore Capital Advisors
New Jersey
$5.59M -$913K -16,884 -14%
ICMP
132
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.38M +$34.8K +643 +0.7%
NEAM
133
New England Asset Management
Connecticut
$5.36M -$1.11M -20,600 -17%
MWC
134
MBM Wealth Consultants
Missouri
$5.34M +$5.34M +98,726 New
KW
135
KWB Wealth
California
$5.33M +$5.33M +98,536 New
FI
136
FormulaFolio Investments
Michigan
$5.17M +$4.22M +77,972 +443%
PAIA
137
Park Avenue Institutional Advisers
New York
$5.14M +$5.14M +95,000 New
BWM
138
Brickley Wealth Management
California
$5.05M +$527K +9,750 +12%
FIM
139
Freedom Investment Management
Connecticut
$4.73M -$288K -5,333 -6%
FNT
140
First National Trust
Pennsylvania
$4.54M +$155K +2,866 +4%
APC
141
Aspire Private Capital
North Carolina
$4.52M +$389K +7,200 +9%
CS
142
Comerica Securities
Michigan
$4.35M +$5.52K +102 +0.1%
BCM
143
Blume Capital Management
California
$4.29M +$450K +8,325 +12%
HW
144
Hancock Whitney
Mississippi
$4.29M -$639K -11,810 -13%
DFG
145
DWM Financial Group
Illinois
$4.28M +$28.3K +523 +0.7%
CIP
146
Capital Insight Partners
Arizona
$4.22M -$15.7K -291 -0.4%
CCA
147
Checchi Capital Advisers
California
$4.22M -$232K -4,282 -5%
SP
148
Symmetry Partners
Connecticut
$4.06M +$380K +7,034 +10%
FA
149
FC Advisory
Pennsylvania
$4.06M +$319K +5,905 +9%
EA
150
Emerald Advisors
Washington
$3.97M +$41.4K +766 +1%
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