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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 %
HNB
301
Huntington National Bank
Ohio
$558K -$519K – –
3LCM
302
3D/L Capital Management
Connecticut
$557K -$12.8K -242 -2%
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$554K +$359K +6,788 +184%
SFS
304
Security Financial Services
Indiana
$553K +$553K +10,462 New
CFS
305
Cannon Financial Strategists
Georgia
$553K -$28.3K -535 -5%
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$535K -$15.4M -290,827 -97%
GSWM
307
Golden State Wealth Management
California
$525K +$180K +3,405 +52%
SPC
308
Sigma Planning Corp
Michigan
$524K -$147K -2,776 -22%
GIA
309
Gladstone Institutional Advisory
Florida
$520K +$8.83K +167 +2%
FFBTD
310
First Financial Bank - Trust Division
Ohio
$520K +$520K +9,835 New
MCM
311
Mainstay Capital Management
Michigan
$516K -$516K -9,775 -50%
HAS
312
HBW Advisory Services
California
$515K -$478K -9,040 -48%
KFS
313
Kelly Financial Services
Massachusetts
$513K +$32.4K +614 +7%
IA
314
Inspire Advisors
Idaho
$512K -$140K -2,661 -22%
WP
315
WealthShield Partners
North Carolina
$492K – – –
RIG
316
RiverFront Investment Group
Virginia
$490K +$37.1K +703 +8%
SP
317
Successful Portfolios
Florida
$489K +$18K +340 +4%
FWP
318
FAS Wealth Partners
Kansas
$472K +$8.98K +170 +2%
GPA
319
Garrison Point Advisors
California
$471K -$10.6K -200 -2%
CCA
320
Catalyst Capital Advisors
New York
$470K +$21.7K +410 +5%
OIA
321
OneDigital Investment Advisors
Kansas
$469K -$142K -2,685 -23%
VFA
322
Valeo Financial Advisors
Indiana
$469K +$166K +3,136 +55%
KFGK
323
Keystone Financial Group (Kentucky)
Kentucky
$468K +$37K +700 +9%
JIC
324
Joel Isaacson & Co
New York
$450K +$370 +7 +0.1%
BRWM
325
B. Riley Wealth Management
Tennessee
$448K +$3.02K +57 +0.7%
11 12
13
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