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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 %
FWM
326
Frontier Wealth Management
Missouri
$365K -$70.9K -1,328 -16%
Fidelity Investments
327
Fidelity Investments
Massachusetts
$363K +$53.9K +1,012 +17%
HR
328
Howe & Rusling
New York
$355K +$113K +2,117 +47%
MCWS
329
McKinley Carter Wealth Services
West Virginia
$351K -$42.6K -800 -11%
P
330
Pitcairn
Pennsylvania
$348K -$226K -4,247 -39%
GSWM
331
Golden State Wealth Management
California
$348K +$45.6K +856 +15%
MWA
332
Moser Wealth Advisors
Washington
$345K -$18.7K -350 -5%
CCA
333
Cobblestone Capital Advisors
New York
$337K +$337K +6,330 New
AL
334
ACAS LLC
California
$336K +$7.3K +137 +2%
WCFA
335
Walkner Condon Financial Advisors
Wisconsin
$330K -$3.04K -57 -0.9%
LJAC
336
L.J. Altfest & Co
New York
$321K +$40.2K +755 +14%
BFA
337
Bragg Financial Advisors
North Carolina
$317K -$55.8K -1,048 -15%
SB
338
Strategic Blueprint
Georgia
$312K +$123K +2,312 +65%
PFP
339
Pinnacle Financial Partners
Tennessee
$311K +$24.4K +459 +9%
RJT
340
Raymond James Trust
Florida
$309K +$85.6K +1,607 +38%
AC
341
Apella Capital
Connecticut
$308K -$175K -3,281 -36%
VFA
342
Valeo Financial Advisors
Indiana
$306K -$17.4K -326 -5%
BTW
343
Boston Trust Walden
Massachusetts
$303K – – –
WIA
344
World Investment Advisors
California
$301K -$107K -2,013 -26%
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$300K +$300K +5,634 New
SW
346
SVB Wealth
Massachusetts
$298K – – –
PIA
347
Pinion Investment Advisors
Kansas
$295K +$295K +5,528 New
AA
348
Alesco Advisors
New York
$293K -$3.37M -63,300 -92%
Lido Advisors
349
Lido Advisors
California
$290K -$32.1K -603 -10%
BWA
350
Beam Wealth Advisors
Louisiana
$287K -$9.37K -176 -3%
12 13
14
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