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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 %
Cerity Partners
301
Cerity Partners
New York
$423K +$74.5K +1,397 +21%
CA
302
Capital Advantage
California
$420K – – –
KFGK
303
Keystone Financial Group (Kentucky)
Kentucky
$416K +$71.3K +1,337 +21%
SAM
304
Summit Asset Management
Tennessee
$415K – – –
IWC
305
Integrated Wealth Concepts
Massachusetts
$412K -$138K -2,592 -25%
GIA
306
Gladstone Institutional Advisory
Florida
$412K -$49.3K -924 -11%
MWA
307
Moser Wealth Advisors
Washington
$412K – – –
OIA
308
OneDigital Investment Advisors
Kansas
$408K +$2.14K +40 +0.5%
BAM
309
Belpointe Asset Management
Nevada
$394K +$30.7K +576 +8%
CAM
310
Concorde Asset Management
Michigan
$389K -$13.6K -254 -3%
BUB
311
BBVA USA Bancshares
Texas
$386K +$45.2K +846 +13%
RCAG
312
Rehmann Capital Advisory Group
Michigan
$373K – – –
Lido Advisors
313
Lido Advisors
California
$373K -$81K -1,517 -18%
WWM
314
Western Wealth Management
Colorado
$370K +$3.2K +60 +0.9%
TC
315
Trilogy Capital
California
$365K +$75.1K +1,406 +26%
JIC
316
Joel Isaacson & Co
New York
$364K +$53.3K +1,000 +17%
CA
317
CGN Advisors
Kansas
$359K +$25.1K +469 +8%
CBFP
318
Cedar Brook Financial Partners
Ohio
$353K +$480 +9 +0.1%
SPIA
319
Steward Partners Investment Advisory
New York
$348K +$98.9K +1,853 +40%
NRI
320
NFP Retirement Inc
California
$344K +$4.16K +78 +1%
PFG
321
Pacific Financial Group
Washington
$342K -$5.01K -94 -1%
CH
322
Canton Hathaway
Rhode Island
$338K – – –
WCFA
323
Walkner Condon Financial Advisors
Wisconsin
$333K +$42.5K +796 +15%
AL
324
ACAS LLC
California
$329K +$329K +6,169 New
IAIM
325
International Assets Investment Management
Florida
$327K +$219K +3,739 +204%
11 12
13
14 15