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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

411 hedge funds and large institutions have $9.91B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 212 increasing their positions, 86 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+11
Holders Change %
+2.75%
% of All Funds
8.31%
Holding in Top 10
39
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.79%
New
58
Increased
212
Reduced
86
Closed
42
Calls
–
Puts
$262K
Net Calls
-$262K
Net Calls Change
-$262K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.83B
2
Charles Schwab
Charles Schwab
California
$390M
3
CSIA
Charles Schwab Investment Advisory
California
$2.59B
4
AssetMark Inc
AssetMark Inc
California
$227M
5
ECM
Evergreen Capital Management
Washington
$83M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$219M
2
Jane Street
Jane Street
New York
$48.5M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$114M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
UBS AM
UBS AM
Illinois
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
151
YHB Investment Advisors
Connecticut
$2.3M +$2.3M +42,460 New
OC
152
Oppenheimer & Co
New York
$2.29M +$137K +2,520 +6%
AIM
153
AMI Investment Management
Indiana
$2.24M -$9.77K -180 -0.4%
BCI
154
Brinker Capital Investments
Pennsylvania
$2.23M – – –
SWM
155
SigFig Wealth Management
California
$2.2M +$1.1M +20,289 +100%
ASN
156
Advisory Services Network
Georgia
$2.2M -$34.5K -635 -2%
CAM
157
Chandler Asset Management
California
$2.15M -$109K -2,000 -5%
SG
158
Swarthmore Group
Pennsylvania
$2.14M – – –
GFPC
159
Global Financial Private Client
Florida
$2.12M +$122K +2,259 +6%
ATC
160
Argent Trust Co
Tennessee
$2.12M – – –
BOH
161
Bank of Hawaii
Hawaii
$2.11M +$65.1K +1,200 +3%
NA
162
NewEdge Advisors
Louisiana
$2.09M -$181K -3,326 -8%
MA
163
Mutual Advisors
Nebraska
$2.07M -$101K -1,857 -5%
APSP
164
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.06M +$8.52K +157 +0.4%
PAG
165
Private Advisor Group
New Jersey
$2.02M +$523K +9,631 +35%
PFG
166
Pacific Financial Group
Washington
$1.95M +$374K +6,897 +24%
ACM
167
AlphaStar Capital Management
North Carolina
$1.84M -$325K -6,007 -15%
GIA
168
Gladstone Institutional Advisory
Florida
$1.78M +$938K +17,280 +112%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$1.76M -$132K -2,437 -7%
EAMA
170
EFG Asset Management (Americas)
Florida
$1.73M +$232K +4,273 +15%
RGC
171
Roberts, Glore & Co
Illinois
$1.72M -$37.2K -685 -2%
VRM
172
Vectors Research Management
New York
$1.67M +$59.1K +1,092 +4%
HIM
173
HawsGoodwin Investment Management
Tennessee
$1.65M -$543 -10 -0%
GM
174
GeoWealth Management
Illinois
$1.57M +$987K +18,196 +171%
HC
175
HNP Capital
New York
$1.52M -$85.2K -1,574 -5%
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