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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
1
JPMorgan Chase & Co
New York
$526M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.67B
3
Ameriprise
3
Ameriprise
Minnesota
$101M
4
AssetMark Inc
4
AssetMark Inc
California
$319M
5
Jane Street
5
Jane Street
New York
$29.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.19B
2
GPC
2
Garrison Point Capital
California
$0
3
MIS
3
Morningstar Investment Services
Illinois
$29.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$316M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
276
Lloyd Advisory Services
Georgia
$597K -$14.6K -291 -2%
TA
277
TrueWealth Advisors
Alabama
$581K – – –
CCM
278
Crabel Capital Management
California
$568K -$2.35M -46,838 -81%
CA
279
Cambridge Advisors
Nebraska
$568K +$50 +1 +0%
RTS
280
Round Table Services
New Jersey
$565K +$565K +11,283 New
ZF
281
Zhang Financial
Michigan
$559K +$559K +11,161 New
Fisher Asset Management
282
Fisher Asset Management
Washington
$554K -$366K -7,301 -40%
GWM
283
Gitterman Wealth Management
New Jersey
$553K -$93K -1,857 -14%
KPWS
284
Kestra Private Wealth Services
Texas
$551K -$54.7K -1,092 -9%
SIS
285
Sound Income Strategies
Florida
$537K -$17.1K -341 -3%
SGI
286
Summit Global Investments
Utah
$537K – – –
AWM
287
Atticus Wealth Management
Florida
$524K +$524K +10,460 New
CFS
288
Cannon Financial Strategists
Georgia
$524K – – –
LWA
289
LWS Wealth Advisors
New Jersey
$499K +$499K +9,963 New
LJAC
290
L.J. Altfest & Co
New York
$496K +$86.4K +1,724 +21%
CAG
291
Csenge Advisory Group
Florida
$496K +$270K +5,385 +119%
ASN
292
Advisory Services Network
Georgia
$492K -$1.84M -36,726 -79%
MCM
293
Mainstay Capital Management
Michigan
$490K – – –
Comerica Bank
294
Comerica Bank
Texas
$483K -$90.9K -1,876 -16%
HNB
295
Huntington National Bank
Ohio
$474K -$558K – –
GIA
296
Gladstone Institutional Advisory
Florida
$470K -$22.6K -451 -5%
SPC
297
Sigma Planning Corp
Michigan
$469K -$28.1K -561 -6%
IA
298
Inspire Advisors
Idaho
$468K -$17.9K -357 -4%
KFS
299
Kelly Financial Services
Massachusetts
$459K -$27.6K -550 -6%
OIA
300
OneDigital Investment Advisors
Kansas
$459K +$14.1K +281 +3%
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