Vanguard Mortgage-Backed Securities ETF
VMBS
485 hedge funds and large institutions have $12B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 125 reducing their positions, and 38 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 125
55% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 38
6% more funds holding in top 10
Funds holding in top 10: 49 → 52 (+3)
6% more capital invested
Capital invested by funds: $11.3B → $12B (+$666M)
3% more funds holding
Funds holding: 469 → 485 (+16)
0.4% less ownership
Funds ownership: 86.21% → 85.81% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$367M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$169M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$76.2M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$73.8M |
| 5 |
JP Morgan Chase
New York
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$104M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$77.8M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$54M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$40.7M |
| 5 |
RVPG
Relative Value Partners Group
|
-$18M |
VMBS Hedge Fund Activity: Q1 2021 in Review
485 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q1 2021, worth a combined $12B — up 5.9% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new VMBS positions and 38 closed out — a net gain of 21 holders — while 237 added to existing stakes and 125 trimmed.
The largest buyer was Bank of America, adding an estimated $367M. The largest seller was Simplicity Solutions, cutting an estimated $104M.
- 485 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q1 2021, up from 469 in Q4 2020.
- Funds reported $12B of Vanguard Mortgage-Backed Securities ETF stock for Q1 2021, up 5.9% quarter-over-quarter.
- 59 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q1 2021 and 38 closed out, a net change of +21 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q1 2021 was Bank of America, an estimated $367M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q1 2021 was Simplicity Solutions, an estimated $104M sold.
Based on aggregated 13F filings for Q1 2021.