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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 %
MCM
176
Mainstay Capital Management
Michigan
$945K 17,404 -2,122 -11%
QA
177
Quantitative Advantage
Minnesota
$935K 17,159 -653 -4%
GPA
178
Guidance Point Advisors
Massachusetts
$916K 16,812 +16,812 New
KCM
179
Kornitzer Capital Management
Kansas
$878K 16,116 -3,546 -18%
AA
180
Alesco Advisors
New York
$864K 15,845 +9,645 +156%
KMWM
181
Keudell/Morrison Wealth Management
Oregon
$859K 15,768 +15,768 New
BUB
182
BBVA USA Bancshares
Texas
$815K 14,947 +1,828 +14%
GTAM
183
Global Trust Asset Management
Florida
$803K 14,700 +14,700 New
PW
184
Peninsula Wealth
California
$762K 13,974 +3,178 +29%
UCFA
185
United Capital Financial Advisors
Texas
$753K 13,825 -75,747 -85%
WB
186
WesBanco Bank
West Virginia
$726K 13,326 -1,646 -11%
RCA
187
Rowland Carmichael Advisors
Arizona
$711K 13,037 -1,811 -12%
MAM
188
Meeder Asset Management
Ohio
$709K 13,006 -981 -7%
PWM
189
Perigon Wealth Management
California
$682K 12,552 +12,552 New
UFF
190
USA Financial Formulas
Michigan
$673K 12,351 +12,351 New
SWM
191
SeaCrest Wealth Management
New York
$672K 12,336 -13,230 -52%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$661K 12,127 +692 +6%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$638K 11,708 +11,708 New
OMC
194
Old Mission Capital
Illinois
$613K 11,240 -99,194 -90%
Vanguard Group
195
Vanguard Group
Pennsylvania
$610K 11,194 +103 +0.9%
TC
196
Telemus Capital
Michigan
$609K 11,169 -972 -8%
WP
197
WealthShield Partners
North Carolina
$584K 10,724 -571 -5%
RI
198
Ridgewood Investments
New Jersey
$578K 10,612 -1,018 -9%
CRC
199
Curi RMB Capital
Illinois
$548K 10,061 -37,672 -79%
FWP
200
FAS Wealth Partners
Kansas
$548K 10,053 -347 -3%
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