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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 %
CWM
251
Congress Wealth Management
Massachusetts
$899K +$899K +17,012 New
FAIM
252
Financial Advocates Investment Management
Washington
$884K +$36.3K +678 +4%
BBA
253
BLB&B Advisors
Pennsylvania
$883K -$11K -208 -1%
WSTAM
254
Wilbanks Smith & Thomas Asset Management
Virginia
$859K – – –
YIA
255
YHB Investment Advisors
Connecticut
$854K -$1.28M -24,235 -60%
WB
256
WesBanco Bank
West Virginia
$854K +$19.9K +376 +2%
CA
257
Cetera Advisors
Colorado
$853K +$228K +4,321 +37%
LWAM
258
Legacy Wealth Asset Management
Minnesota
$849K +$174K +3,296 +26%
KW
259
KWB Wealth
California
$833K -$443K -8,396 -35%
WWM
260
WT Wealth Management
Arizona
$812K +$581 +11 +0.1%
PWM
261
Perigon Wealth Management
California
$810K -$242K -4,578 -23%
CAN
262
Claraphi Advisory Network
United States
$798K -$67.3K -1,273 -8%
UB
263
UMB Bank
Missouri
$763K +$763K +14,444 New
TC
264
Telemus Capital
Michigan
$758K +$21.9K +415 +3%
SWM
265
SeaCrest Wealth Management
New York
$754K -$388K -7,349 -34%
BFA
266
Beaumont Financial Advisors
Massachusetts
$750K -$142K -2,682 -16%
JAG
267
Journey Advisory Group
Kentucky
$747K -$7.66K -145 -1%
AIP
268
Almanack Investment Partners
Pennsylvania
$744K +$25.8K +488 +4%
GL
269
Graypoint LLC
New York
$734K +$97.7K +1,850 +15%
CRWM
270
Castle Rock Wealth Management
California
$725K -$23K -441 -3%
TA
271
TFG Advisers
Michigan
$723K -$19.6K -370 -3%
VRM
272
Vectors Research Management
New York
$720K -$54.9K -1,040 -7%
HC
273
HNP Capital
New York
$720K -$54.9K -1,040 -7%
IAIM
274
Industrial Alliance Investment Management
Quebec, Canada
$719K +$719K +13,601 New
NP
275
NorthRock Partners
Minnesota
$709K +$709K +13,420 New
9 10
11
12 13