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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.19B
2
GPC
Garrison Point Capital
California
$0
3
MIS
Morningstar Investment Services
Illinois
$29.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$316M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CST
301
Charles Schwab Trust
Nevada
$450K -$912K -18,212 -67%
SFS
302
Security Financial Services
Indiana
$450K -$73.6K -1,470 -14%
JIP
303
Jaffetilchin Investment Partners
Florida
$450K +$450K +9,287 New
WP
304
WealthShield Partners
North Carolina
$449K -$17.1K -342 -4%
VFA
305
Valeo Financial Advisors
Indiana
$445K – – –
AAS
306
Ameritas Advisory Services
Nebraska
$434K +$38.9K +776 +10%
PWMG
307
Prestige Wealth Management Group
New Jersey
$431K -$437K -8,714 -50%
BFG
308
Berger Financial Group
Minnesota
$430K +$5.81K +116 +1%
WMA
309
West Michigan Advisors
Michigan
$425K +$425K +8,481 New
SA
310
SWM Advisors
Florida
$424K – – –
WCFA
311
Walkner Condon Financial Advisors
Wisconsin
$422K +$145K +2,899 +52%
CCA
312
Catalyst Capital Advisors
New York
$421K -$24.5K -490 -6%
CIP
313
Capital Insight Partners
Arizona
$420K -$489K -9,762 -54%
SEA
314
Stegent Equity Advisors
Texas
$419K – – –
JIC
315
Joel Isaacson & Co
New York
$414K +$291 +6 +0.1%
YIA
316
YHB Investment Advisors
Connecticut
$413K -$396K -7,913 -49%
RIG
317
RiverFront Investment Group
Virginia
$409K -$56.1K -1,118 -12%
NSIM
318
North Star Investment Management
Illinois
$409K -$1.85K -37 -0.5%
GPA
319
Garrison Point Advisors
California
$407K -$40.1K -800 -9%
KFGK
320
Keystone Financial Group (Kentucky)
Kentucky
$405K -$38.3K -765 -9%
BFA
321
Bragg Financial Advisors
North Carolina
$402K +$104K +2,069 +35%
CWM
322
ClientFirst Wealth Management
Arkansas
$401K – – –
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$397K -$127K -2,545 -24%
PFG
324
PAX Financial Group
Texas
$397K +$184K +3,677 +87%
II
325
Inspire Investing
Idaho
$397K +$192K +3,833 +94%
11 12
13
14 15