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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

478 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
8.34%
Holding in Top 10
44
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.98%
% of All Funds
0.77%
New
49
Increased
217
Reduced
141
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.6B
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Bank of America
Bank of America
North Carolina
$2.43B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$536M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$979M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$333M
2
Wells Fargo
Wells Fargo
California
$177M
3
Jane Street
Jane Street
New York
$10.6M
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 %
TC
251
Telemus Capital
Michigan
$786K -$4.96K -93 -0.6%
MCM
252
Mainstay Capital Management
Michigan
$779K -$126K -2,365 -14%
FAIM
253
Financial Advocates Investment Management
Washington
$775K -$22.3K -418 -3%
JAG
254
Journey Advisory Group
Kentucky
$762K -$21.7K -406 -3%
TA
255
TFG Advisers
Michigan
$749K +$9.45K +177 +1%
SIS
256
Sound Income Strategies
Florida
$734K +$722K +13,532 +6,041%
CRWM
257
Castle Rock Wealth Management
California
$725K -$1.45M -27,116 -67%
CAN
258
Claraphi Advisory Network
United States
$693K +$693K +12,976 New
AIP
259
Almanack Investment Partners
Pennsylvania
$690K -$589K -11,036 -46%
SFG
260
Sovereign Financial Group
Connecticut
$679K – – –
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$676K -$147K -2,753 -18%
LWAM
262
Legacy Wealth Asset Management
Minnesota
$674K +$9.34K +175 +1%
Creative Planning
263
Creative Planning
Kansas
$662K +$98K +1,837 +17%
CA
264
Cetera Advisors
Colorado
$654K +$105K +1,966 +19%
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
$653K -$160K -3,008 -20%
LAS
266
Lloyd Advisory Services
Georgia
$651K +$63K +1,180 +11%
CIC
267
Chilton Investment Company
Connecticut
$650K -$168K -3,150 -21%
GM
268
GeoWealth Management
Illinois
$647K -$485K -9,075 -43%
KM
269
Kalos Management
Georgia
$639K +$1.98K +37 +0.3%
RI
270
Ridgewood Investments
New Jersey
$636K -$86.2K -1,616 -12%
PWMG
271
Prestige Wealth Management Group
New Jersey
$627K +$621K +11,629 +9,772%
JBA
272
Johnson Bixby & Associates
Washington
$624K -$268K -5,010 -30%
IA
273
Inspire Advisors
Idaho
$607K -$27.7K -519 -4%
OIA
274
OneDigital Investment Advisors
Kansas
$606K +$198K +3,716 +49%
CA
275
Cambridge Advisors
Nebraska
$605K – – –
9 10
11
12 13