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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 %
BFG
326
Berger Financial Group
Minnesota
$447K -$110K -2,078 -20%
GC
327
Gilbert & Cook
Iowa
$446K -$38.1K -722 -8%
SEA
328
Stegent Equity Advisors
Texas
$442K +$442K +8,371 New
SA
329
SWM Advisors
Florida
$436K +$436K +8,470 New
NSIM
330
North Star Investment Management
Illinois
$434K +$2.27K +43 +0.5%
LJAC
331
L.J. Altfest & Co
New York
$432K +$113K +2,141 +35%
IWC
332
Integrated Wealth Concepts
Massachusetts
$428K +$9.04K +171 +2%
AAS
333
Ameritas Advisory Services
Nebraska
$417K +$417K +7,887 New
HI
334
Harbour Investments
Wisconsin
$415K -$465K -8,811 -53%
NRI
335
NFP Retirement Inc
California
$406K -$7.08K -134 -2%
FNBOH
336
First National Bank of Hutchinson
Kansas
$404K -$66.7K -1,264 -14%
CWM
337
ClientFirst Wealth Management
Arkansas
$397K +$397K +8,000 New
JBA
338
Johnson Bixby & Associates
Washington
$388K -$185K -3,498 -32%
RWIA
339
Roger Wittlin Investment Advisory
California
$384K +$384K +7,274 New
RCAG
340
Rehmann Capital Advisory Group
Michigan
$382K – – –
MNBTD
341
Moody National Bank Trust Division
Texas
$372K +$94.3K +1,786 +34%
ARC
342
Advisor Resource Council
Texas
$367K +$367K +6,946 New
AWA
343
Acorn Wealth Advisors
Michigan
$365K +$1.21K +23 +0.3%
TC
344
Trilogy Capital
California
$359K +$101K +1,916 +39%
SAM
345
Summit Asset Management
Tennessee
$357K -$53.9K -1,021 -13%
AR
346
Apeiron RIA
Texas
$354K +$354K +6,699 New
AA
347
Alesco Advisors
New York
$348K +$57.7K +1,094 +20%
P
348
Pitcairn
Pennsylvania
$346K – – –
MWA
349
Moser Wealth Advisors
Washington
$341K -$792 -15 -0.2%
Cerity Partners
350
Cerity Partners
New York
$336K -$56K -1,060 -14%
12 13
14
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