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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

490 hedge funds and large institutions have $13.5B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 232 increasing their positions, 143 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+12
Holders Change %
+2.51%
% of All Funds
8.61%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.81%
New
51
Increased
232
Reduced
143
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$207M
2
CSIA
Charles Schwab Investment Advisory
California
+$151M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.8M
4
Stifel Financial
Stifel Financial
Missouri
+$32.7M
5
MG
Mather Group
Illinois
+$32.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
2
Citadel Advisors
Citadel Advisors
Florida
-$78.5M
3
Wells Fargo
Wells Fargo
California
-$50.6M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$32.6M
5
MNG
Manning & Napier Group
New York
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
SeaCrest Wealth Management
New York
$1.15M -$21.7K -407 -2%
Creative Planning
227
Creative Planning
Kansas
$1.14M +$477K +8,949 +72%
VCM
228
Verde Capital Management
Michigan
$1.12M -$31.1K -584 -3%
SLWA
229
San Luis Wealth Advisors
California
$1.09M +$1.09M +20,390 New
GRP
230
Global Retirement Partners
California
$1.07M +$14.5K +272 +1%
PWM
231
Perigon Wealth Management
California
$1.06M +$47.8K +896 +5%
BPA
232
Beacon Pointe Advisors
California
$1.06M +$1.06M +19,826 New
KWA
233
KCS Wealth Advisory
California
$1.05M +$1.05M +19,700 New
MCM
234
Mainstay Capital Management
Michigan
$1.04M +$264K +4,954 +34%
ZCA
235
Zeke Capital Advisors
Pennsylvania
$1.02M – – –
HAS
236
HBW Advisory Services
California
$1M +$195K +3,660 +24%
SGCA
237
Steel Grove Capital Advisors
Tennessee
$985K – – –
V
238
Veritable
Delaware
$982K – – –
USCWA
239
U.S. Capital Wealth Advisors
Texas
$971K +$971K +18,219 New
RPG
240
Resource Planning Group
Georgia
$941K +$93.5K +1,755 +11%
EH
241
Equitable Holdings
New York
$923K -$127K -2,383 -12%
KA
242
Kovack Advisors
Florida
$905K +$55.2K +1,036 +6%
BBA
243
BLB&B Advisors
Pennsylvania
$902K -$15.6K -292 -2%
BFA
244
Beaumont Financial Advisors
Massachusetts
$899K +$899K +16,867 New
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
$891K +$239K +4,484 +37%
HI
246
Harbour Investments
Wisconsin
$888K -$40.1K -752 -4%
QA
247
Quantitative Advantage
Minnesota
$888K +$73.3K +1,376 +9%
CAN
248
Claraphi Advisory Network
United States
$873K +$181K +3,399 +26%
WSTAM
249
Wilbanks Smith & Thomas Asset Management
Virginia
$867K +$8.96K +168 +1%
FAIM
250
Financial Advocates Investment Management
Washington
$844K +$69.7K +1,309 +9%
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