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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 %
SP
251
Successful Portfolios
Florida
$800K +$28.6K +537 +4%
FAIM
252
Financial Advocates Investment Management
Washington
$798K -$404K -7,562 -34%
DI
253
Disciplined Investments
Oklahoma
$795K +$427K +7,994 +116%
TC
254
Telemus Capital
Michigan
$792K +$99.3K +1,858 +14%
JAG
255
Journey Advisory Group
Kentucky
$784K -$55K -1,030 -7%
TA
256
TFG Advisers
Michigan
$740K +$4.54K +85 +0.6%
SWP
257
Stratos Wealth Partners
Ohio
$734K -$3.04K -57 -0.4%
HAS
258
HBW Advisory Services
California
$733K +$71.9K +1,348 +11%
RI
259
Ridgewood Investments
New Jersey
$723K +$167K +3,119 +30%
AAS
260
Avantax Advisory Services
Texas
$690K +$214K +4,021 +45%
SFG
261
Sovereign Financial Group
Connecticut
$679K +$173K +3,239 +34%
AIC
262
Ameritas Investment Company
Nebraska
$677K +$677K +12,692 New
LWAM
263
Legacy Wealth Asset Management
Minnesota
$665K +$75.9K +1,422 +13%
SCM
264
SevenOneSeven Capital Management
Pennsylvania
$662K +$62.9K +1,178 +10%
CAN
265
Cetera Advisor Networks
California
$641K +$138K +2,593 +28%
KM
266
Kalos Management
Georgia
$637K +$637K +11,925 New
Comerica Bank
267
Comerica Bank
Texas
$636K +$340K +6,330 +115%
IA
268
Inspire Advisors
Idaho
$635K -$344K -6,456 -35%
CA
269
Cambridge Advisors
Nebraska
$605K +$198K +3,700 +48%
HW
270
Hancock Whitney
Mississippi
$602K -$3.63M -67,977 -86%
SPC
271
Sigma Planning Corp
Michigan
$594K +$21.9K +410 +4%
DWT
272
Dorsey & Whitney Trust
South Dakota
$590K +$220K +4,115 +59%
LAS
273
Lloyd Advisory Services
Georgia
$588K +$5.61K +105 +1%
Janus Henderson Group
274
Janus Henderson Group
United Kingdom
$582K +$132K +2,478 +29%
SGI
275
Summit Global Investments
Utah
$577K +$577K +10,820 New
9 10
11
12 13