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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

539 hedge funds and large institutions have $13.7B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 199 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+49
Holders Change %
+10%
% of All Funds
8.32%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.74%
New
107
Increased
199
Reduced
171
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$191M
2
CSIA
Charles Schwab Investment Advisory
California
+$78M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$35.4M
4
KeyBank National Association
KeyBank National Association
Ohio
+$24.1M
5
AF
Allworth Financial
California
+$24M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$46.5M
2
B
Bailard
California
-$36M
3
GPC
Garrison Point Capital
California
-$30.3M
4
AA
AlphaCentric Advisors
Puerto Rico
-$30.3M
5
MNG
Manning & Napier Group
New York
-$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFP
226
Leeward Financial Partners
Washington
$1.22M +$1.22M +23,078 New
AAS
227
Avantax Advisory Services
Texas
$1.21M +$19.8K +374 +2%
PFG
228
Peterson Financial Group
Iowa
$1.19M +$1.19M +22,429 New
TNA
229
True North Advisors
Texas
$1.16M -$1.18M -22,056 Closed
RPG
230
Resource Planning Group
Georgia
$1.16M +$227K +4,303 +24%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$1.14M -$4.7M -89,016 -81%
Creative Planning
232
Creative Planning
Kansas
$1.12M -$9.24K -175 -0.8%
CFO
233
Custos Family Office
Texas
$1.09M +$1.09M +20,641 New
VCM
234
Verde Capital Management
Michigan
$1.08M -$32.1K -608 -3%
AIM
235
AMI Investment Management
Indiana
$1.07M -$644K -12,180 -38%
Janus Henderson Group
236
Janus Henderson Group
United Kingdom
$1.06M -$432K -8,174 -29%
TIM
237
Tortoise Investment Management
New York
$1.03M -$2.54M -48,145 -71%
ZCA
238
Zeke Capital Advisors
Pennsylvania
$1.01M – – –
OBWG
239
Onyx Bridge Wealth Group
New York
$980K +$354K +6,721 +56%
SGCA
240
Steel Grove Capital Advisors
Tennessee
$976K – – –
V
241
Veritable
Delaware
$973K – – –
HIM
242
HawsGoodwin Investment Management
Tennessee
$970K -$509K -9,638 -34%
Fisher Asset Management
243
Fisher Asset Management
Washington
$970K -$230K -4,351 -19%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$962K +$136K +2,564 +16%
QA
245
Quantitative Advantage
Minnesota
$960K +$79.3K +1,501 +9%
CIP
246
Capital Insight Partners
Arizona
$959K -$1.84M -34,823 -66%
USCWA
247
U.S. Capital Wealth Advisors
Texas
$943K -$20K -379 -2%
KA
248
Kovack Advisors
Florida
$923K +$25.5K +482 +3%
PWMG
249
Prestige Wealth Management Group
New Jersey
$915K +$527K +9,976 +136%
EH
250
Equitable Holdings
New York
$908K -$7.19K -136 -0.8%
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