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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
+$266M
2
Charles Schwab
Charles Schwab
California
+$214M
3
CSIA
Charles Schwab Investment Advisory
California
+$132M
4
AssetMark Inc
AssetMark Inc
California
+$56.8M
5
ECM
Evergreen Capital Management
Washington
+$56.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$140M
2
Jane Street
Jane Street
New York
-$107M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$53M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$47.8M
5
UBS AM
UBS AM
Illinois
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
201
Next Financial Group
Texas
$1.06M -$54K -996 -5%
ZCA
202
Zeke Capital Advisors
Pennsylvania
$1.04M – – –
FAIM
203
Financial Advocates Investment Management
Washington
$1.02M -$723K -13,322 -42%
RPG
204
Resource Planning Group
Georgia
$1.01M +$283K +5,226 +39%
GDP
205
Great Diamond Partners
Maine
$989K +$1.14K +21 +0.1%
GL
206
Graypoint LLC
New York
$971K – – –
MAM
207
Meeder Asset Management
Ohio
$964K +$115K +2,123 +14%
FI
208
FormulaFolio Investments
Michigan
$955K +$955K +17,605 New
MCM
209
Mainstay Capital Management
Michigan
$946K +$1.36K +25 +0.1%
QA
210
Quantitative Advantage
Minnesota
$943K +$7.05K +130 +0.8%
WB
211
WesBanco Bank
West Virginia
$940K +$217K +3,996 +30%
US Bancorp
212
US Bancorp
Minnesota
$925K -$49.8K -917 -5%
PW
213
Peninsula Wealth
California
$905K +$91.7K +1,689 +11%
AAS
214
Avantax Advisory Services
Texas
$893K +$893K +16,394 New
SWP
215
Stratos Wealth Partners
Ohio
$837K +$115K +2,120 +16%
WSTAM
216
Wilbanks Smith & Thomas Asset Management
Virginia
$835K +$835K +15,384 New
MHR
217
Matthew Hamilton Rosenberg
$828K +$338K +6,229 +69%
GRP
218
Global Retirement Partners
California
$819K +$268K +4,940 +49%
ECA
219
Elevated Capital Advisors
Utah
$806K -$12.2K -227 -1%
KCM
220
Kornitzer Capital Management
Kansas
$764K – – –
TGAM
221
TBH Global Asset Management
Tennessee
$676K -$44K -811 -6%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$650K +$359K +6,620 +124%
RCA
223
Rowland Carmichael Advisors
Arizona
$640K -$60.2K -1,108 -9%
LSA
224
Lion Street Advisors
Texas
$621K +$414K +7,596 +200%
TC
225
Telemus Capital
Michigan
$615K +$19.6K +362 +3%
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9
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