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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 %
P
276
Pitcairn
Pennsylvania
$576K – – –
Creative Planning
277
Creative Planning
Kansas
$564K +$20.6K +386 +4%
CFS
278
Cannon Financial Strategists
Georgia
$558K +$46.4K +869 +9%
Principal Financial Group
279
Principal Financial Group
Iowa
$557K +$557K +10,430 New
CA
280
Cetera Advisors
Colorado
$549K +$110K +2,054 +25%
KA
281
Kovack Advisors
Florida
$542K +$105K +1,965 +24%
GPA
282
Garrison Point Advisors
California
$541K – – –
KPWS
283
Kestra Private Wealth Services
Texas
$540K +$39.5K +740 +8%
TA
284
TrueWealth Advisors
Alabama
$540K +$540K +10,070 New
OMC
285
Old Mission Capital
Illinois
$533K -$17.6M -328,816 -97%
SAM
286
Secure Asset Management
Michigan
$530K -$738K -13,835 -58%
SCA
287
Snowden Capital Advisors
New York
$529K +$112K +2,091 +27%
FWP
288
FAS Wealth Partners
Kansas
$514K +$5.76K +108 +1%
BW
289
Bison Wealth
Georgia
$512K +$74.7K +1,400 +17%
PAG
290
Pinnacle Advisory Group
Maryland
$488K +$173K +3,239 +55%
SFS
291
Sowell Financial Services
Arkansas
$474K +$14.6K +272 +3%
3LCM
292
3D/L Capital Management
Connecticut
$472K +$472K +8,843 New
HNB
293
Huntington National Bank
Ohio
$465K – – –
CF
294
Centaurus Financial
California
$464K +$63.8K +1,197 +16%
KCM
295
Kornitzer Capital Management
Kansas
$463K -$107K -2,000 -19%
BFG
296
Berger Financial Group
Minnesota
$458K -$61.3K -1,148 -12%
T
297
TRUADVICE
Florida
$449K -$52K -970 -10%
MCWS
298
McKinley Carter Wealth Services
West Virginia
$449K -$27.5K -516 -6%
FWM
299
Frontier Wealth Management
Missouri
$436K -$935K -17,517 -68%
NSIM
300
North Star Investment Management
Illinois
$435K +$53 +1 +0%
10 11
12
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