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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 %
OC
176
Oppenheimer & Co
New York
$2.29M +$15K +278 +0.7%
ASN
177
Advisory Services Network
Georgia
$2.28M +$92K +1,701 +4%
ACM
178
AlphaStar Capital Management
North Carolina
$2.27M +$423K +7,828 +23%
AIM
179
AMI Investment Management
Indiana
$2.23M – – –
BCI
180
Brinker Capital Investments
Pennsylvania
$2.22M – – –
CAM
181
Chandler Asset Management
California
$2.21M +$69.7K +1,289 +3%
CRWM
182
Castle Rock Wealth Management
California
$2.15M +$901K +16,675 +72%
GFPC
183
Global Financial Private Client
Florida
$2.12M +$10.8K +200 +0.5%
ATC
184
Argent Trust Co
Tennessee
$2.11M – – –
FSWA
185
Financial Synergies Wealth Advisors
Texas
$2.09M +$849K +15,699 +69%
APSP
186
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.07M +$12.9K +239 +0.6%
MA
187
Mutual Advisors
Nebraska
$2.01M -$51.7K -956 -3%
FPWM
188
FSB Premier Wealth Management
Iowa
$2M +$2M +37,000 New
IA
189
IndexIQ Advisors
New York
$1.89M +$411K +7,600 +28%
EP
190
Eudaimonia Partners
Tennessee
$1.86M +$1.86M +34,380 New
WIC
191
Whitegate Investment Counselors
New Hampshire
$1.8M +$621K +11,487 +53%
JBA
192
Johnson Bixby & Associates
Washington
$1.73M +$1.73M +31,923 New
RGC
193
Roberts, Glore & Co
Illinois
$1.71M -$4.33K -80 -0.3%
MHR
194
Matthew Hamilton Rosenberg
$1.68M +$851K +15,745 +103%
WFA
195
Websterrogers Financial Advisors
South Carolina
$1.66M +$1.66M +30,734 New
EAMA
196
EFG Asset Management (Americas)
Florida
$1.66M -$64K -1,183 -4%
HIM
197
HawsGoodwin Investment Management
Tennessee
$1.64M – – –
Schroder Investment Management Group
198
Schroder Investment Management Group
United Kingdom
$1.6M +$1.17M +21,686 +274%
OWA
199
Outlook Wealth Advisors
Texas
$1.59M +$178K +3,284 +13%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$1.58M -$174K -3,218 -10%
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