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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 %
WS
351
Wedbush Securities
California
$256K +$256K +4,794 New
SIC
352
Samalin Investment Counsel
New York
$255K +$255K +4,787 New
SFM
353
Signet Financial Management
New Jersey
$253K +$19.6K +368 +8%
IA
354
IFP Advisors
Florida
$250K -$100K -1,896 -29%
CC
355
Cedar Capital
Illinois
$250K +$250K +4,686 New
KF
356
Krilogy Financial
Missouri
$249K – – –
TSS
357
Two Sigma Securities
New York
$248K +$248K +4,639 New
CAI
358
Capital Advisors Inc
Oklahoma
$246K +$246K +4,612 New
Fidelity Investments
359
Fidelity Investments
Massachusetts
$245K +$36.4K +682 +17%
AUB
360
Atlantic Union Bankshares
Virginia
$244K -$39.8K -746 -14%
GSWM
361
Golden State Wealth Management
California
$243K -$23.6K -444 -9%
BRWM
362
B. Riley Wealth Management
Tennessee
$243K +$243K +4,555 New
APA
363
American Portfolios Advisors
New York
$243K +$23.4K +438 +11%
SPIO
364
Seven Post Investment Office
California
$239K – – –
Franklin Resources
365
Franklin Resources
California
$239K +$6.14K +115 +3%
VAM
366
Verity Asset Management
North Carolina
$237K -$4.11K -77 -2%
LIA
367
LBMC Investment Advisors
Tennessee
$237K +$237K +4,447 New
TGAM
368
TBH Global Asset Management
Tennessee
$234K -$475K -8,875 -67%
PHS
369
Pekin Hardy Strauss
Illinois
$234K -$157K -2,942 -40%
Bessemer Group
370
Bessemer Group
New Jersey
$234K +$86.4K +1,620 +58%
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$232K -$273K -5,128 -54%
FI
372
FormulaFolio Investments
Michigan
$230K -$4.89M -91,284 -96%
MNBTD
373
Moody National Bank Trust Division
Texas
$229K +$14.9K +279 +7%
ACP
374
Aveo Capital Partners
Colorado
$222K +$222K +4,161 New
AP
375
Appleton Partners
Massachusetts
$221K -$2.93K -55 -1%
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15
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