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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 %
DADC
376
D.A. Davidson & Co
Montana
$220K +$220K +4,115 New
VNA
377
Valley National Advisers
Pennsylvania
$219K -$114K -2,140 -34%
GVAG
378
Great Valley Advisor Group
Delaware
$217K +$217K +4,075 New
PWA
379
Physician Wealth Advisors
Utah
$214K +$800 +15 +0.4%
BFA
380
Beacon Financial Advisory
Ohio
$213K +$213K +3,997 New
PCG
381
Private Capital Group
Connecticut
$212K -$393K -7,352 -65%
SL
382
SWMG LLC
Texas
$211K -$10.5K -197 -5%
BFIM
383
Beese Fulmer Investment Management
Ohio
$210K +$210K +3,938 New
AWM
384
Accel Wealth Management
Iowa
$203K +$144K +2,710 +246%
PA
385
Parallel Advisors
California
$196K -$59.2K -1,110 -23%
BFEC
386
Benjamin F. Edwards & Company
Missouri
$190K -$284K -5,306 -60%
HR
387
Howe & Rusling
New York
$180K – – –
CFFP
388
Center for Financial Planning
Michigan
$179K – – –
SBL
389
Sargent Bickham Lagudis
Colorado
$175K – – –
CAC
390
Certified Advisory Corp
Florida
$157K +$157K +2,939 New
Citigroup
391
Citigroup
New York
$154K -$12.8K -240 -8%
PFBT
392
Parkside Financial Bank & Trust
Missouri
$142K +$25.4K +477 +22%
LWM
393
Liberty Wealth Management
California
$130K – – –
AF
394
Advisornet Financial
Minnesota
$128K – – –
GI
395
Gradient Investments
Minnesota
$128K +$58.6K +1,095 +85%
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$124K +$20.6K +385 +20%
AAM
397
Advisors Asset Management
Colorado
$122K -$121K -2,272 -50%
CAAS
398
Capital Asset Advisory Services
Michigan
$121K – – –
FRA
399
Front Row Advisors
California
$107K – – –
MA
400
MUFG Americas
New York
$106K +$32.6K +610 +44%
14 15
16
17 18