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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 %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$752K -$159K -3,184 -17%
TC
252
Telemus Capital
Michigan
$733K +$14.7K +294 +2%
WB
253
WesBanco Bank
West Virginia
$728K -$82K -1,637 -10%
EH
254
Equitable Holdings
New York
$725K -$135K -2,704 -16%
AIM
255
AMI Investment Management
Indiana
$723K -$290K -5,798 -29%
UB
256
UMB Bank
Missouri
$718K -$6.12K -122 -0.8%
MMA
257
Miracle Mile Advisors
California
$716K -$1.71M -34,132 -70%
OBWG
258
Onyx Bridge Wealth Group
New York
$710K -$195K -4,012 -22%
SCA
259
Snowden Capital Advisors
New York
$710K +$137K +2,742 +24%
GL
260
Graypoint LLC
New York
$696K – – –
TA
261
TFG Advisers
Michigan
$690K +$4.91K +98 +0.7%
SGCA
262
Steel Grove Capital Advisors
Tennessee
$666K -$260K -5,186 -28%
PWM
263
Perigon Wealth Management
California
$665K -$103K -2,061 -13%
3LCM
264
3D/L Capital Management
Connecticut
$663K +$134K +2,675 +25%
Wealth Enhancement Advisory Services
265
Wealth Enhancement Advisory Services
Minnesota
$663K +$663K +13,310 New
JAG
266
Journey Advisory Group
Kentucky
$656K -$52K -1,038 -7%
VRM
267
Vectors Research Management
New York
$649K -$33.9K -677 -5%
HC
268
HNP Capital
New York
$649K -$33.9K -677 -5%
CRWM
269
Castle Rock Wealth Management
California
$644K -$25K -519 -4%
BRWM
270
B. Riley Wealth Management
Tennessee
$636K +$212K +4,227 +50%
SEP
271
Southland Equity Partners
Missouri
$634K +$16.3K +326 +3%
APA
272
American Portfolios Advisors
New York
$633K +$62.8K +1,253 +11%
RI
273
Ridgewood Investments
New Jersey
$626K -$19.3K -385 -3%
EWM
274
Elmwood Wealth Management
California
$619K +$601K +12,000 +3,429%
CA
275
CGN Advisors
Kansas
$600K +$34.8K +696 +6%
9 10
11
12 13