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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 %
SEP
276
Southland Equity Partners
Missouri
$623K -$342K -6,427 -35%
OIA
277
OneDigital Investment Advisors
Kansas
$616K +$11.3K +212 +2%
KPWS
278
Kestra Private Wealth Services
Texas
$610K +$36.2K +679 +6%
DWT
279
Dorsey & Whitney Trust
South Dakota
$609K +$27.7K +520 +5%
CA
280
Cambridge Advisors
Nebraska
$604K – – –
ZIM
281
Zacks Investment Management
Illinois
$601K +$601K +11,277 New
SWG
282
Summit Wealth Group
Vermont
$597K -$7.67M -143,883 -93%
CFS
283
Cannon Financial Strategists
Georgia
$586K +$27.7K +520 +5%
CA
284
CGN Advisors
Kansas
$579K +$184K +3,459 +47%
SS
285
Simplicity Solutions
Minnesota
$578K -$535K -10,038 -48%
JBA
286
Johnson Bixby & Associates
Washington
$578K -$44.3K -831 -7%
3LCM
287
3D/L Capital Management
Connecticut
$575K +$55.5K +1,041 +11%
SGI
288
Summit Global Investments
Utah
$571K – – –
SDH
289
Sloy Dahl & Holst
Washington
$565K +$565K +10,600 New
BFG
290
Berger Financial Group
Minnesota
$562K +$95.9K +1,799 +21%
CIC
291
Chilton Investment Company
Connecticut
$556K -$93.1K -1,747 -14%
FA
292
Faithward Advisors
Pennsylvania
$528K -$517K -9,695 -49%
HNB
293
Huntington National Bank
Ohio
$519K -$511K – –
GIA
294
Gladstone Institutional Advisory
Florida
$515K +$125K +2,349 +32%
WP
295
WealthShield Partners
North Carolina
$496K +$496K +9,305 New
GC
296
Gilbert & Cook
Iowa
$489K -$4.69K -88 -1%
GPA
297
Garrison Point Advisors
California
$486K – – –
KFS
298
Kelly Financial Services
Massachusetts
$485K -$12.7M -237,545 -96%
FNBOH
299
First National Bank of Hutchinson
Kansas
$475K -$1.31M -24,577 -73%
SP
300
Successful Portfolios
Florida
$475K +$50.5K +948 +12%
10 11
12
13 14