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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

478 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
8.34%
Holding in Top 10
44
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.98%
% of All Funds
0.77%
New
49
Increased
217
Reduced
141
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$701M
2
Citadel Advisors
Citadel Advisors
Florida
+$108M
3
Bank of America
Bank of America
North Carolina
+$103M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$63.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$141M
2
Wells Fargo
Wells Fargo
California
-$48.6M
3
Jane Street
Jane Street
New York
-$36.8M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$31.2M
5
MNG
Manning & Napier Group
New York
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
351
Southport Capital Management
Tennessee
$250K -$27.2K -510 -10%
SWA
352
Stratos Wealth Advisors
Ohio
$249K -$51.6K -967 -17%
APSP
353
Asset Planning Services (Pennsylvania)
Pennsylvania
$248K -$2.04M -38,241 -89%
Bessemer Group
354
Bessemer Group
New Jersey
$248K +$13.6K +255 +6%
SPIA
355
Steward Partners Investment Advisory
New York
$245K -$103K -1,937 -30%
APA
356
American Portfolios Advisors
New York
$245K +$2.3K +43 +0.9%
HR
357
Howe & Rusling
New York
$242K +$62K +1,164 +34%
CAG
358
Csenge Advisory Group
Florida
$241K +$241K +4,513 New
IA
359
IFP Advisors
Florida
$239K -$11.3K -213 -5%
Franklin Resources
360
Franklin Resources
California
$239K – – –
SPIO
361
Seven Post Investment Office
California
$239K – – –
PFG
362
Pacific Financial Group
Washington
$230K -$113K -2,108 -33%
MNBTD
363
Moody National Bank Trust Division
Texas
$229K – – –
BRWM
364
B. Riley Wealth Management
Tennessee
$228K -$15.2K -284 -6%
RJT
365
Raymond James Trust
Florida
$224K -$54K -1,012 -19%
KF
366
Krilogy Financial
Missouri
$224K -$25.7K -480 -10%
VAS
367
Vestmark Advisory Solutions
Massachusetts
$220K -$37.9K -709 -15%
SFM
368
Signet Financial Management
New Jersey
$220K -$33.1K -621 -13%
AP
369
Appleton Partners
Massachusetts
$219K -$2.94K -55 -1%
DADC
370
D.A. Davidson & Co
Montana
$213K -$6.45K -121 -3%
BFIM
371
Beese Fulmer Investment Management
Ohio
$212K +$1.39K +26 +0.7%
FI
372
FormulaFolio Investments
Michigan
$210K -$18.9K -354 -8%
DAS
373
Dynamic Advisor Solutions
Arizona
$208K +$208K +3,893 New
AWM
374
Accel Wealth Management
Iowa
$203K -$267 -5 -0.1%
MFW
375
Mosaic Family Wealth
Missouri
$202K +$202K +3,777 New
13 14
15
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