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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 %
WB
251
WesBanco Bank
West Virginia
$842K +$31.9K +599 +4%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$834K +$159K +2,987 +24%
WWM
253
WT Wealth Management
Arizona
$818K +$8.31K +156 +1%
VRM
254
Vectors Research Management
New York
$782K -$27.3K -513 -3%
HC
255
HNP Capital
New York
$782K -$27.3K -513 -3%
CRWM
256
Castle Rock Wealth Management
California
$762K +$39.4K +740 +5%
JAG
257
Journey Advisory Group
Kentucky
$761K – – –
TA
258
TFG Advisers
Michigan
$749K +$800 +15 +0.1%
TC
259
Telemus Capital
Michigan
$742K -$42.4K -796 -5%
AIP
260
Almanack Investment Partners
Pennsylvania
$724K +$35.3K +662 +5%
CAG
261
Csenge Advisory Group
Florida
$708K +$467K +8,757 +194%
LWAM
262
Legacy Wealth Asset Management
Minnesota
$680K +$7.14K +134 +1%
SWP
263
Stratos Wealth Partners
Ohio
$678K -$125K -2,344 -16%
SPC
264
Sigma Planning Corp
Michigan
$677K +$85.4K +1,602 +14%
IA
265
Inspire Advisors
Idaho
$659K +$52.1K +978 +9%
RI
266
Ridgewood Investments
New Jersey
$654K +$18.3K +343 +3%
SIS
267
Sound Income Strategies
Florida
$652K -$81.5K -1,529 -11%
CF
268
Centaurus Financial
California
$643K +$105K +1,969 +20%
GL
269
Graypoint LLC
New York
$642K -$213K -4,000 -25%
LAS
270
Lloyd Advisory Services
Georgia
$642K -$8K -150 -1%
OBWG
271
Onyx Bridge Wealth Group
New York
$632K +$259K +4,880 +69%
CA
272
Cetera Advisors
Colorado
$630K -$23.1K -433 -4%
SFG
273
Sovereign Financial Group
Connecticut
$628K -$49.3K -926 -7%
SCA
274
Snowden Capital Advisors
New York
$628K +$27.2K +511 +5%
KP
275
Keel Point
Alabama
$626K +$626K +11,756 New
9 10
11
12 13