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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 %
FIA
351
Foundations Investment Advisors
Arizona
$294K -$9.1K -187 -3%
PIA
352
Pinion Investment Advisors
Kansas
$291K +$12.9K +258 +5%
WIP
353
WealthCare Investment Partners
Rhode Island
$290K -$331K -6,751 -53%
BWA
354
Beam Wealth Advisors
Louisiana
$289K -$751 -15 -0.3%
BAM
355
Belpointe Asset Management
Nevada
$287K -$14.4K -287 -5%
FA
356
Forefront Analytics
Pennsylvania
$286K – – –
BTW
357
Boston Trust Walden
Massachusetts
$284K – – –
CIC
358
Chilton Investment Company
Connecticut
$278K -$33.9K -675 -11%
FSWA
359
Financial Synergies Wealth Advisors
Texas
$276K -$1.51M -30,236 -85%
AWA
360
Acorn Wealth Advisors
Michigan
$272K -$73.9K -1,478 -21%
ACM
361
Absolute Capital Management
Pennsylvania
$272K +$29.6K +589 +12%
LMKC
362
L.M. Kohn & Company
Ohio
$269K +$269K +5,350 New
DP
363
Dearborn Partners
Illinois
$268K – – –
RCM
364
Raleigh Capital Management
North Carolina
$264K -$8.08K -161 -3%
ATC
365
Argent Trust Co
Tennessee
$262K – – –
Bessemer Group
366
Bessemer Group
New Jersey
$257K – – –
THWM
367
Taylor Hoffman Wealth Management
Virginia
$256K +$30.8K +615 +14%
AUB
368
Atlantic Union Bankshares
Virginia
$253K +$253K +5,045 New
MLA
369
My Legacy Advisors
Oregon
$251K +$251K +5,005 New
MFC
370
Mechanics Financial Corp
Ohio
$247K -$2K -40 -0.8%
PFG
371
Pacific Financial Group
Washington
$246K -$7.9K -158 -3%
BWA
372
BDO Wealth Advisors
Florida
$244K -$50 -1 -0%
SPIA
373
Steward Partners Investment Advisory
New York
$241K -$6.86K -137 -3%
FA
374
Flagstar Advisors
New York
$237K +$449 +9 +0.2%
WAP
375
Wealthcare Advisory Partners
Pennsylvania
$237K +$237K +4,730 New
13 14
15
16 17