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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

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 58 funds opening new positions, 237 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+16
Holders Change %
+3.41%
% of All Funds
8.54%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.93%
New
58
Increased
237
Reduced
126
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.33B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.9B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$917M
4
Charles Schwab
4
Charles Schwab
California
$474M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$473M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.42M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$13.9M
3
ECM
3
Evergreen Capital Management
Washington
$80.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MNG
5
Manning & Napier Group
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
226
J.W. Cole Advisors
Florida
$1.04M +$230K +4,312 +28%
TC
227
TownSquare Capital
Utah
$1.04M -$23.1K -432 -2%
RPG
228
Resource Planning Group
Georgia
$1.03M +$175K +3,279 +20%
ZCA
229
Zeke Capital Advisors
Pennsylvania
$1.02M – – –
NS
230
Newman & Schimel
Illinois
$1.02M +$71.4K +1,338 +8%
GRP
231
Global Retirement Partners
California
$1.02M +$44.3K +831 +5%
LA
232
Latitude Advisors
Florida
$988K +$513K +9,616 +108%
SGCA
233
Steel Grove Capital Advisors
Tennessee
$986K – – –
V
234
Veritable
Delaware
$983K +$545K +10,210 +124%
PSUF
235
People's United Financial
Connecticut
$972K +$689K +12,911 +243%
WWM
236
WT Wealth Management
Arizona
$955K -$1.42M -26,634 -60%
MCM
237
Mainstay Capital Management
Michigan
$905K -$21.7K -406 -2%
JBA
238
Johnson Bixby & Associates
Washington
$891K -$813K -15,233 -48%
HC
239
HNP Capital
New York
$875K -$192K -3,606 -18%
VRM
240
Vectors Research Management
New York
$872K -$189K -3,546 -18%
WSTAM
241
Wilbanks Smith & Thomas Asset Management
Virginia
$859K +$38.1K +714 +5%
GL
242
Graypoint LLC
New York
$857K -$98.8K -1,850 -10%
PFM
243
Phillips Financial Management
Indiana
$852K +$852K +15,973 New
MAM
244
Meeder Asset Management
Ohio
$830K +$15.7K +294 +2%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$823K +$396K +7,405 +93%
CIC
246
Chilton Investment Company
Connecticut
$818K -$136K -2,545 -14%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$814K +$265K +4,962 +48%
BBA
248
BLB&B Advisors
Pennsylvania
$812K -$305K -5,721 -27%
QA
249
Quantitative Advantage
Minnesota
$810K -$64.7K -1,212 -7%
SEP
250
Southland Equity Partners
Missouri
$804K +$75.2K +1,409 +10%
8 9
10
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