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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

478 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
8.34%
Holding in Top 10
44
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.98%
% of All Funds
0.77%
New
49
Increased
217
Reduced
141
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$701M
2
Citadel Advisors
Citadel Advisors
Florida
+$108M
3
Bank of America
Bank of America
North Carolina
+$103M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$63.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$141M
2
Wells Fargo
Wells Fargo
California
-$48.6M
3
Jane Street
Jane Street
New York
-$36.8M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$31.2M
5
MNG
Manning & Napier Group
New York
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
301
Frontier Wealth Management
Missouri
$436K – – –
NSIM
302
North Star Investment Management
Illinois
$436K +$107 +2 +0%
KFGK
303
Keystone Financial Group (Kentucky)
Kentucky
$435K +$18.7K +350 +4%
WWM
304
Western Wealth Management
Colorado
$428K +$57.1K +1,068 +15%
SP
305
Successful Portfolios
Florida
$425K -$375K -7,033 -47%
SAM
306
Summit Asset Management
Tennessee
$415K – – –
WIA
307
World Investment Advisors
California
$408K +$97.9K +1,836 +32%
HW
308
Hancock Whitney
Mississippi
$405K -$198K -3,702 -33%
Cerity Partners
309
Cerity Partners
New York
$397K -$25.7K -483 -6%
MCWS
310
McKinley Carter Wealth Services
West Virginia
$395K -$54.6K -1,021 -12%
CA
311
CGN Advisors
Kansas
$395K +$36.7K +689 +10%
WS
312
Wedbush Securities
California
$392K +$136K +2,549 +53%
AIC
313
Ameritas Investment Company
Nebraska
$391K -$8.17M -12,112 -95%
GIA
314
Gladstone Institutional Advisory
Florida
$391K -$21.6K -405 -5%
BAM
315
Belpointe Asset Management
Nevada
$375K -$19.7K -369 -5%
OBWG
316
Onyx Bridge Wealth Group
New York
$375K +$75.3K +1,410 +25%
BFA
317
Bragg Financial Advisors
North Carolina
$374K +$87.8K +1,644 +31%
RCAG
318
Rehmann Capital Advisory Group
Michigan
$373K – – –
CCA
319
Catalyst Capital Advisors
New York
$371K +$112K +2,090 +43%
MWA
320
Moser Wealth Advisors
Washington
$364K -$48K -900 -12%
CBFP
321
Cedar Brook Financial Partners
Ohio
$360K +$7.15K +134 +2%
AWA
322
Acorn Wealth Advisors
Michigan
$357K +$59.1K +1,108 +20%
ARC
323
Advisor Resource Council
Texas
$354K +$354K +6,632 New
NRI
324
NFP Retirement Inc
California
$345K +$587 +11 +0.2%
TC
325
Trilogy Capital
California
$342K -$23.9K -447 -7%
11 12
13
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