VANGUARD MORTGAGE-BACKED SEC (VMBS) Institutional Ownership Changes & 13F Activity

VANGUARD MORTGAGE-BACKED SEC (VMBS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Private Capital Group, and Bares Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2020Sequoia Financial AdvisorsBuy84936,729$2,002
Q1 2020Matrix Private Capital GroupBuy2727$1
Q4 2019Renaissance Technologies LLCBuy114,331133,006$7,072
Q4 2019Sequoia Financial AdvisorsBuy2,10635,880$1,908
Q3 2019Renaissance Technologies LLCBuy18,67518,675$995
Q3 2019Sequoia Financial AdvisorsBuy4,72033,774$1,799
Q2 2019Sequoia Financial AdvisorsBuy68329,054$1,535
Q1 2019Sequoia Financial AdvisorsSell-20,34628,371$1,486
Q4 2018Sequoia Financial AdvisorsSell-2,46248,717$2,508
Q3 2018Sequoia Financial AdvisorsBuy3,73751,179$2,610
Q2 2018Sequoia Financial AdvisorsSell-17,74847,442$2,439
Q1 2018Sequoia Financial AdvisorsBuy2,46365,190$3,364
Q4 2017Sequoia Financial AdvisorsBuy12,16562,727$3,289
Q3 2017Sequoia Financial AdvisorsBuy5,19050,562$2,669
Q2 2017Sequoia Financial AdvisorsBuy21,82745,372$2,389
Q1 2017Sequoia Financial AdvisorsSell-9,40023,545$1,237
Q4 2016Sequoia Financial AdvisorsBuy7,29132,945$1,723
Q3 2016Sequoia Financial AdvisorsBuy25,65425,654$1,384
Q4 2014Bares Capital ManagementSell-294,167$221
Q3 2014Bares Capital ManagementSell-1,5204,196$221
Q2 2014Bares Capital ManagementSell-8395,716$301
Q1 2014Bares Capital ManagementSell-6396,555$339
Q4 2013Bares Capital ManagementSell-107,194$367
Q3 2013Bares Capital ManagementSell-3027,204$371
Q2 2013Bares Capital ManagementBuy7,5067,506$383

Frequently asked questions about VMBS activity

  • Which institutional owners are buying VMBS?

    Institutional owners buying VMBS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VMBS activity?

    "Buy" means an investor increased their reported position in VMBS compared to the prior reporting period. This reflects growing exposure to VANGUARD MORTGAGE-BACKED SEC (VMBS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VMBS increasing?

    Institutional interest in VMBS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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