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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 %
FWP
301
FAS Wealth Partners
Kansas
$467K +$799 +15 +0.2%
TA
302
TrueWealth Advisors
Alabama
$463K -$88.6K -1,664 -16%
RIG
303
RiverFront Investment Group
Virginia
$457K -$6.91M -129,610 -94%
JIC
304
Joel Isaacson & Co
New York
$454K +$213 +4 +0%
CCA
305
Catalyst Capital Advisors
New York
$452K +$82K +1,540 +22%
BRWM
306
B. Riley Wealth Management
Tennessee
$448K +$221K +4,143 +97%
BTWM
307
Baker Tilly Wealth Management
Wisconsin
$443K +$443K +8,305 New
FIA
308
Foundations Investment Advisors
Arizona
$439K -$597K -11,216 -58%
NSIM
309
North Star Investment Management
Illinois
$435K +$160 +3 +0%
KFGK
310
Keystone Financial Group (Kentucky)
Kentucky
$434K – – –
APA
311
American Portfolios Advisors
New York
$429K +$185K +3,468 +76%
IWC
312
Integrated Wealth Concepts
Massachusetts
$422K -$28.6K -537 -6%
NRI
313
NFP Retirement Inc
California
$417K +$72.6K +1,362 +21%
TSS
314
Two Sigma Securities
New York
$416K +$416K +7,811 New
SAM
315
Summit Asset Management
Tennessee
$415K – – –
AIC
316
Ameritas Investment Company
Nebraska
$411K +$380K +7,133 +1,230%
RT
317
Rockland Trust
Massachusetts
$409K +$409K +7,677 New
HW
318
Hancock Whitney
Mississippi
$403K -$1.07K -20 -0.3%
IA
319
IFP Advisors
Florida
$397K +$155K +2,891 +64%
Cerity Partners
320
Cerity Partners
New York
$396K -$1.33K -25 -0.3%
PWMG
321
Prestige Wealth Management Group
New Jersey
$391K -$235K -4,412 -38%
RCAG
322
Rehmann Capital Advisory Group
Michigan
$385K +$12.8K +241 +3%
WS
323
Wedbush Securities
California
$385K -$6.45K -121 -2%
BAM
324
Belpointe Asset Management
Nevada
$368K -$5.69K -107 -2%
AWA
325
Acorn Wealth Advisors
Michigan
$367K +$10.3K +194 +3%
11 12
13
14 15