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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
Bank of America
North Carolina
$2.33B
2
CSIA
Charles Schwab Investment Advisory
California
$2.9B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$917M
4
Charles Schwab
Charles Schwab
California
$474M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$473M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$1.42M
2
Fisher Asset Management
Fisher Asset Management
Washington
$13.9M
3
ECM
Evergreen Capital Management
Washington
$80.8M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
MNG
Manning & Napier Group
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
326
Bangor Savings Bank
Maine
$322K -$2.61K -49 -0.8%
BAAM
327
Baker Avenue Asset Management
California
$317K +$71K +1,334 +29%
VFA
328
Valeo Financial Advisors
Indiana
$315K +$5.29K +99 +2%
WIA
329
World Investment Advisors
California
$311K -$96.5K -1,805 -24%
BTW
330
Boston Trust Walden
Massachusetts
$303K -$133K -2,500 -31%
SWA
331
Stratos Wealth Advisors
Ohio
$301K +$66.3K +1,241 +28%
OBWG
332
Onyx Bridge Wealth Group
New York
$300K +$300K +5,614 New
SW
333
SVB Wealth
Massachusetts
$299K +$79.9K +1,496 +36%
BWA
334
BDO Wealth Advisors
Florida
$298K -$123K -2,300 -29%
AWA
335
Acorn Wealth Advisors
Michigan
$298K +$298K +5,590 New
DP
336
Dearborn Partners
Illinois
$297K -$16K -300 -5%
PFP
337
Pinnacle Financial Partners
Tennessee
$295K +$86.2K +1,618 +41%
GC
338
Gilbert & Cook
Iowa
$292K -$70.2K -1,317 -19%
BFA
339
Bragg Financial Advisors
North Carolina
$286K +$66.5K +1,246 +30%
BWA
340
Beam Wealth Advisors
Louisiana
$280K -$30K -561 -10%
RJT
341
Raymond James Trust
Florida
$278K -$44.1K -826 -14%
SCM
342
Southport Capital Management
Tennessee
$278K +$8.98K +168 +3%
SSCA
343
South Shore Capital Advisors
Massachusetts
$276K -$70.9K -1,328 -20%
BA
344
Bridgewater Advisors
New York
$273K +$273K +5,125 New
IWM
345
IHT Wealth Management
Illinois
$271K +$22.5K +422 +9%
William Blair & Company
346
William Blair & Company
Illinois
$267K -$374 -7 -0.1%
TNA
347
True North Advisors
Texas
$263K – – –
CCA
348
Catalyst Capital Advisors
New York
$259K +$97K +1,820 +60%
VAS
349
Vestmark Advisory Solutions
Massachusetts
$258K +$41.2K +771 +19%
LJAC
350
L.J. Altfest & Co
New York
$257K +$38.5K +722 +18%
12 13
14
15 16