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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

530 hedge funds and large institutions have $12.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 185 increasing their positions, 195 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-9
Holders Change %
-1.67%
% of All Funds
8.39%
Holding in Top 10
33
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-31.25%
% of All Funds
0.52%
New
77
Increased
185
Reduced
195
Closed
74
Calls
–
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$526M
2
CSIA
Charles Schwab Investment Advisory
California
$3.67B
3
Ameriprise
Ameriprise
Minnesota
$101M
4
AssetMark Inc
AssetMark Inc
California
$319M
5
Jane Street
Jane Street
New York
$29.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.19B
2
GPC
Garrison Point Capital
California
$0
3
MIS
Morningstar Investment Services
Illinois
$29.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$316M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
226
Verde Capital Management
Michigan
$1.06M +$33.8K +674 +3%
TC
227
TownSquare Capital
Utah
$1.05M -$412K -8,213 -28%
KP
228
Keel Point
Alabama
$1.02M +$420K +8,386 +70%
ACP
229
Aveo Capital Partners
Colorado
$1M -$401K -7,993 -29%
OMC
230
Old Mission Capital
Illinois
$1M +$1M +19,983 New
LA
231
Latitude Advisors
Florida
$996K -$791K -15,779 -44%
QA
232
Quantitative Advantage
Minnesota
$987K +$76.3K +1,522 +8%
WWM
233
Western Wealth Management
Colorado
$986K +$327K +6,535 +50%
FPOC
234
Financial Planners of Cleveland
Ohio
$982K +$982K +19,605 New
ZCA
235
Zeke Capital Advisors
Pennsylvania
$960K – – –
V
236
Veritable
Delaware
$923K – – –
AIP
237
Almanack Investment Partners
Pennsylvania
$898K +$192K +3,840 +27%
USCWA
238
U.S. Capital Wealth Advisors
Texas
$894K – – –
FAIM
239
Financial Advocates Investment Management
Washington
$881K +$53.5K +1,068 +6%
IGWM
240
ICA Group Wealth Management
Colorado
$863K +$863K +17,974 New
KA
241
Kovack Advisors
Florida
$858K -$16.2K -324 -2%
BBA
242
BLB&B Advisors
Pennsylvania
$837K – – –
KW
243
KWB Wealth
California
$833K – – –
FFBTD
244
First Financial Bank - Trust Division
Ohio
$833K +$340K +6,791 +69%
CWM
245
Congress Wealth Management
Massachusetts
$829K -$23.7K -472 -3%
LWAM
246
Legacy Wealth Asset Management
Minnesota
$828K +$23.2K +464 +3%
NP
247
NorthRock Partners
Minnesota
$823K +$151K +3,006 +22%
CA
248
Cetera Advisors
Colorado
$811K +$2.25K +45 +0.3%
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$805K +$154K +3,067 +24%
SS
250
Simplicity Solutions
Minnesota
$755K +$755K +15,068 New
8 9
10
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