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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 %
WWM
276
Western Wealth Management
Colorado
$692K +$692K +13,146 New
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$687K -$197K -3,730 -22%
GWM
278
Gitterman Wealth Management
New Jersey
$682K -$474K -8,968 -41%
RI
279
Ridgewood Investments
New Jersey
$680K +$32.2K +609 +5%
CF
280
Centaurus Financial
California
$680K +$42.6K +807 +7%
WIP
281
WealthCare Investment Partners
Rhode Island
$669K +$669K +12,669 New
SEP
282
Southland Equity Partners
Missouri
$651K +$33.2K +629 +5%
RA
283
RFG Advisory
Alabama
$647K +$647K +12,243 New
LAS
284
Lloyd Advisory Services
Georgia
$645K +$8.82K +167 +1%
KPWS
285
Kestra Private Wealth Services
Texas
$638K +$33.9K +642 +6%
IP
286
Ignite Planners
California
$637K +$637K +12,275 New
SFA
287
Seneca Financial Advisors
New York
$631K +$631K +11,944 New
KP
288
Keel Point
Alabama
$629K +$8.24K +156 +1%
FTS
289
Fifth Third Securities
Ohio
$620K +$620K +11,735 New
Comerica Bank
290
Comerica Bank
Texas
$617K -$553K -10,608 -47%
SCA
291
Snowden Capital Advisors
New York
$604K -$18.2K -344 -3%
APA
292
American Portfolios Advisors
New York
$602K +$176K +3,331 +41%
CA
293
Cambridge Advisors
Nebraska
$599K – – –
CA
294
CGN Advisors
Kansas
$597K +$22.3K +421 +4%
BTWM
295
Baker Tilly Wealth Management
Wisconsin
$597K +$158K +2,991 +36%
SIS
296
Sound Income Strategies
Florida
$584K -$61.6K -1,167 -10%
TA
297
TrueWealth Advisors
Alabama
$581K +$121K +2,294 +26%
SGI
298
Summit Global Investments
Utah
$566K – – –
FPCP
299
Fort Point Capital Partners
California
$566K +$566K +10,716 New
SDH
300
Sloy Dahl & Holst
Washington
$565K – – –
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