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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 %
OWA
151
Outlook Wealth Advisors
Texas
$1.43M 26,278 +26,278 New
LFPWM
152
Leicht Financial Planning & Wealth Management
New Jersey
$1.41M 25,941 -108,477 -81%
OC
153
Oppenheimer & Co
New York
$1.4M 25,736 +4,803 +23%
EH
154
Equitable Holdings
New York
$1.4M 25,694 +9,459 +58%
MAFM
155
Mid Atlantic Financial Management
Pennsylvania
$1.36M 24,979 -586 -2%
Prudential Financial
156
Prudential Financial
New Jersey
$1.33M 24,455 +5,329 +28%
CHAM
157
Clear Harbor Asset Management
Connecticut
$1.3M 23,815 +900 +4%
EAM
158
Eagle Asset Management
Florida
$1.24M 22,818 -1,570 -6%
PBO
159
Peoples Bank (Ohio)
Ohio
$1.23M 22,508 -3,173 -12%
PAG
160
Private Advisor Group
New Jersey
$1.22M 22,298 +1,990 +10%
BDS
161
Banco de Sabadell
Florida
$1.21M 22,134 +2,880 +15%
SAM
162
Secure Asset Management
Michigan
$1.14M 20,949 -61,684 -75%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$1.12M 20,623 -16,801 -45%
MPW
164
MA Private Wealth
California
$1.1M 20,250 -144 -0.7%
TC
165
TownSquare Capital
Utah
$1.1M 20,168 -199 -1%
NFG
166
Next Financial Group
Texas
$1.08M 19,841 +729 +4%
TPA
167
Trivium Point Advisory
Connecticut
$1.05M 19,234 +6,901 +56%
FAIM
168
Financial Advocates Investment Management
Washington
$1.05M 19,174 -2,293 -11%
ZCA
169
Zeke Capital Advisors
Pennsylvania
$1.04M 19,160 – –
US Bancorp
170
US Bancorp
Minnesota
$1.04M 19,020 +1,136 +6%
MPM
171
Meritage Portfolio Management
Kansas
$1.03M 18,820 – –
GC
172
Gilbert & Cook
Iowa
$1.01M 18,513 +2,020 +12%
GDP
173
Great Diamond Partners
Maine
$995K 18,259 +1,336 +8%
SWP
174
Stratos Wealth Partners
Ohio
$986K 18,099 -6,098 -25%
RIA
175
Realta Investment Advisors
Delaware
$952K 17,477 +1,138 +7%
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