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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

400 hedge funds and large institutions have $9.19B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+20
Holders Change %
+5.26%
% of All Funds
8.22%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.8%
New
72
Increased
166
Reduced
116
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$47.8M
2
UBS Group
UBS Group
Switzerland
$74.7M
3
QAM
QCI Asset Management
New York
$28.8M
4
ECM
Evergreen Capital Management
Washington
$26.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$249M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$95.9M
2
CSIA
Charles Schwab Investment Advisory
California
$2.46B
3
Jane Street
Jane Street
New York
$156M
4
Victory Capital Management
Victory Capital Management
Texas
$8M
5
Wells Fargo
Wells Fargo
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
201
Gladstone Institutional Advisory
Florida
$839K +$520K +9,557 +163%
SPC
202
Sigma Planning Corp
Michigan
$829K +$829K +15,238 New
ECA
203
Elevated Capital Advisors
Utah
$825K +$825K +15,166 New
TSS
204
Two Sigma Securities
New York
$824K +$824K +15,156 New
PW
205
Peninsula Wealth
California
$815K +$55.1K +1,014 +7%
UFF
206
USA Financial Formulas
Michigan
$770K +$98.7K +1,816 +15%
KCM
207
Kornitzer Capital Management
Kansas
$766K -$111K -2,035 -13%
FIM
208
Frontier Investment Management
Texas
$751K +$751K +13,818 New
RPG
209
Resource Planning Group
Georgia
$727K +$267K +4,915 +58%
WB
210
WesBanco Bank
West Virginia
$725K – – –
SWP
211
Stratos Wealth Partners
Ohio
$723K -$261K -4,795 -26%
TGAM
212
TBH Global Asset Management
Tennessee
$721K +$721K +13,262 New
UCFA
213
United Capital Financial Advisors
Texas
$707K -$44.6K -820 -6%
SWM
214
SeaCrest Wealth Management
New York
$702K +$31.5K +580 +5%
RCA
215
Rowland Carmichael Advisors
Arizona
$701K -$7.77K -143 -1%
AFA
216
Arlington Financial Advisors
California
$696K +$696K +12,800 New
Koshinski Asset Management
217
Koshinski Asset Management
Illinois
$661K +$1.47K +27 +0.2%
FWM
218
Frontier Wealth Management
Missouri
$641K +$641K +11,787 New
WP
219
WealthShield Partners
North Carolina
$609K +$26.3K +484 +5%
TC
220
Telemus Capital
Michigan
$598K -$8.58K -158 -1%
GM
221
GeoWealth Management
Illinois
$579K +$579K +10,659 New
RI
222
Ridgewood Investments
New Jersey
$569K -$8.16K -150 -1%
LAS
223
Lloyd Advisory Services
Georgia
$565K +$46.2K +850 +9%
Mariner
224
Mariner
Kansas
$560K +$560K +10,298 New
GRP
225
Global Retirement Partners
California
$552K +$154K +2,828 +39%
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