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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 %
SWM
151
SigFig Wealth Management
California
$3.86M +$1.66M +30,706 +76%
LWM
152
Lionsbridge Wealth Management
Florida
$3.84M -$293K -5,422 -7%
Prudential Financial
153
Prudential Financial
New Jersey
$3.8M +$904K +16,719 +31%
AA
154
Alesco Advisors
New York
$3.62M +$272K +5,035 +8%
EWA
155
EP Wealth Advisors
California
$3.59M +$3.59M +66,317 New
YIA
156
YHB Investment Advisors
Connecticut
$3.57M +$1.28M +23,620 +56%
FFA
157
First Foundation Advisors
California
$3.56M -$33.8K -625 -0.9%
PA
158
PFG Advisors
Arizona
$3.38M +$981K +18,145 +41%
CCFM
159
Clear Creek Financial Management
Washington
$3.24M +$3.24M +59,940 New
SP
160
SWS Partners
Ohio
$3.14M +$499K +9,237 +19%
ONB
161
Old National Bancorp
Indiana
$3.05M +$3.05M +56,494 New
HIM
162
Hanlon Investment Management
New Jersey
$3.05M -$401K -7,423 -12%
SIM
163
Sterling Investment Management
Arizona
$3M – – –
Goldman Sachs
164
Goldman Sachs
New York
$2.98M +$1.51M +27,884 +102%
SFA
165
Semmax Financial Advisors
North Carolina
$2.96M +$279K +5,156 +10%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$2.83M +$15.5K +287 +0.6%
IDA
167
Intelligence Driven Advisers
California
$2.83M +$2.83M +52,290 New
BA
168
Bard Associates
Illinois
$2.8M +$48.7K +900 +2%
NA
169
NewEdge Advisors
Louisiana
$2.71M +$627K +11,596 +30%
FTS
170
Fifth Third Securities
Ohio
$2.59M -$86.7K -1,604 -3%
FHC
171
First Heartland Consultants
Missouri
$2.49M +$107K +1,977 +4%
TA
172
Tiedemann Advisors
New York
$2.43M -$931K -17,209 -28%
RIM
173
Rockbridge Investment Management
New York
$2.42M +$162 +3 +0%
WWM
174
WT Wealth Management
Arizona
$2.41M -$217K -4,006 -8%
GAM
175
Gould Asset Management
California
$2.32M -$1.18M -21,850 -34%
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