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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
1
JPMorgan Chase & Co
New York
$526M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.67B
3
Ameriprise
3
Ameriprise
Minnesota
$101M
4
AssetMark Inc
4
AssetMark Inc
California
$319M
5
Jane Street
5
Jane Street
New York
$29.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.19B
2
GPC
2
Garrison Point Capital
California
$0
3
MIS
3
Morningstar Investment Services
Illinois
$29.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$316M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
326
IEQ Capital
California
$397K +$397K +7,930 New
Millennium Management
327
Millennium Management
New York
$396K +$396K +7,909 New
BNP Paribas Financial Markets
328
BNP Paribas Financial Markets
France
$387K +$387K +7,725 New
NW
329
NewEdge Wealth
Pennsylvania
$376K -$784K -15,637 -68%
NRI
330
NFP Retirement Inc
California
$375K -$10.2K -204 -3%
HW
331
Hancock Whitney
Mississippi
$368K -$3.26M -64,925 -90%
RWIA
332
Roger Wittlin Investment Advisory
California
$365K +$901 +18 +0.2%
RCAG
333
Rehmann Capital Advisory Group
Michigan
$362K – – –
Cerity Partners
334
Cerity Partners
New York
$358K +$39.1K +780 +12%
IWA
335
IVC Wealth Advisors
Pennsylvania
$357K +$357K +7,118 New
MNBTD
336
Moody National Bank Trust Division
Texas
$351K -$1.5K -30 -0.4%
KSWA
337
Kathleen S. Wright Associates
Pennsylvania
$350K +$91.3K +1,824 +35%
IWC
338
Integrated Wealth Concepts
Massachusetts
$342K -$63.1K -1,261 -16%
SP
339
Successful Portfolios
Florida
$340K -$124K -2,466 -27%
TC
340
Trilogy Capital
California
$334K -$7.18K -143 -2%
TWM
341
Thrive Wealth Management
Pennsylvania
$333K +$333K +6,643 New
RJT
342
Raymond James Trust
Florida
$332K +$68.8K +1,373 +26%
MWA
343
Moser Wealth Advisors
Washington
$323K – – –
JBA
344
Johnson Bixby & Associates
Washington
$320K -$48.2K -962 -13%
CA
345
CoreCap Advisors
Michigan
$320K +$229K +4,572 +251%
WIA
346
World Investment Advisors
California
$316K +$750 +15 +0.2%
SB
347
Strategic Blueprint
Georgia
$308K -$5.17K -103 -2%
FWM
348
Frontier Wealth Management
Missouri
$306K – – –
P
349
Pitcairn
Pennsylvania
$302K -$26K -518 -8%
DAS
350
Dynamic Advisor Solutions
Arizona
$299K +$25K +498 +9%
12 13
14
15 16