VMBS icon

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
+$427M
2
CSIA
Charles Schwab Investment Advisory
California
+$188M
3
Bank of America
Bank of America
North Carolina
+$173M
4
ECM
Evergreen Capital Management
Washington
+$53.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$51.5M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$34.8M
2
MNG
Manning & Napier Group
New York
-$26.9M
3
Jane Street
Jane Street
New York
-$25.7M
4
USAA
United Services Automobile Association
Texas
-$18M
5
HighTower Advisors
HighTower Advisors
Illinois
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$1.57M +$1.08M +20,007 +223%
SWM
202
SeaCrest Wealth Management
New York
$1.57M +$167K +3,098 +12%
Vanguard Group
203
Vanguard Group
Pennsylvania
$1.49M +$1.49M +27,472 New
WP
204
WealthShield Partners
North Carolina
$1.47M -$1.37M -25,417 -48%
MAFM
205
Mid Atlantic Financial Management
Pennsylvania
$1.43M +$22.1K +409 +2%
FWM
206
Frontier Wealth Management
Missouri
$1.39M +$58.5K +1,081 +4%
GPA
207
Guidance Point Advisors
Massachusetts
$1.39M +$15K +277 +1%
GM
208
GeoWealth Management
Illinois
$1.36M -$200K -3,700 -13%
BOH
209
Bank of Hawaii
Hawaii
$1.35M -$756K -13,972 -36%
UA
210
Unison Advisors
District of Columbia
$1.34M +$1.09M +20,243 +453%
EH
211
Equitable Holdings
New York
$1.32M +$44.5K +823 +3%
CHAM
212
Clear Harbor Asset Management
Connecticut
$1.31M +$77.8K +1,440 +6%
UFA
213
US Financial Advisors
Massachusetts
$1.29M +$1.29M +23,843 New
VC
214
Veery Capital
Delaware
$1.29M +$1.29M +23,787 New
SAM
215
Secure Asset Management
Michigan
$1.29M +$11.7K +216 +0.9%
COCM
216
Charter Oak Capital Management
New Hampshire
$1.26M +$1.26M +23,307 New
MW
217
Marcum Wealth
Ohio
$1.23M -$62.1K -1,148 -5%
PWM
218
Perigon Wealth Management
California
$1.22M -$185K -3,419 -13%
FAIM
219
Financial Advocates Investment Management
Washington
$1.22M +$205K +3,791 +20%
US Bancorp
220
US Bancorp
Minnesota
$1.22M +$296K +5,473 +32%
BDS
221
Banco de Sabadell
Florida
$1.2M – – –
RIA
222
Regal Investment Advisors
Michigan
$1.19M +$1.19M +22,032 New
NFG
223
Next Financial Group
Texas
$1.18M +$123K +2,285 +12%
TCM
224
Tran Capital Management
California
$1.13M +$27.5K +509 +2%
BBA
225
BLB&B Advisors
Pennsylvania
$1.13M +$1.13M +20,938 New
7 8
9
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