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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

539 hedge funds and large institutions have $13.7B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 199 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+49
Holders Change %
+10%
% of All Funds
8.32%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.74%
New
107
Increased
199
Reduced
171
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$191M
2
CSIA
Charles Schwab Investment Advisory
California
+$78M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$35.4M
4
KeyBank National Association
KeyBank National Association
Ohio
+$24.1M
5
AF
Allworth Financial
California
+$24M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$46.5M
2
B
Bailard
California
-$36M
3
GPC
Garrison Point Capital
California
-$30.3M
4
AA
AlphaCentric Advisors
Puerto Rico
-$30.3M
5
MNG
Manning & Napier Group
New York
-$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
376
Argent Trust Co
Tennessee
$277K – – –
KSWA
377
Kathleen S. Wright Associates
Pennsylvania
$273K +$273K +5,171 New
Bessemer Group
378
Bessemer Group
New Jersey
$271K +$10.6K +200 +4%
PFG
379
Pacific Financial Group
Washington
$266K +$38.4K +732 +17%
CWM
380
Connecticut Wealth Management
Connecticut
$264K +$264K +5,002 New
MFC
381
Mechanics Financial Corp
Ohio
$263K +$263K +4,970 New
SPIA
382
Steward Partners Investment Advisory
New York
$262K +$5.92K +112 +2%
EWM
383
Empirical Wealth Management
Washington
$262K +$262K +4,964 New
Lido Advisors
384
Lido Advisors
California
$258K -$28.8K -546 -10%
BWA
385
BDO Wealth Advisors
Florida
$258K -$22.3K -422 -8%
MP
386
McDonald Partners
Ohio
$255K +$255K +4,831 New
ACM
387
Absolute Capital Management
Pennsylvania
$255K +$255K +4,831 New
FA
388
Flagstar Advisors
New York
$251K +$688 +13 +0.3%
SSCA
389
South Shore Capital Advisors
Massachusetts
$247K -$3.96K -75 -2%
APSP
390
Asset Planning Services (Pennsylvania)
Pennsylvania
$247K +$951 +18 +0.4%
DADC
391
D.A. Davidson & Co
Montana
$247K +$247K +4,683 New
BIP
392
Blueprint Investment Partners
North Carolina
$247K +$247K +4,670 New
SAS
393
Sage Advisory Services
Texas
$244K +$244K +4,610 New
CAG
394
Csenge Advisory Group
Florida
$241K -$468K -8,757 -66%
THWM
395
Taylor Hoffman Wealth Management
Virginia
$238K +$4.92K +93 +2%
SPIO
396
Seven Post Investment Office
California
$236K – – –
BFEC
397
Benjamin F. Edwards & Company
Missouri
$231K +$26.7K +506 +13%
DC
398
Davenport & Co
Virginia
$230K +$230K +4,348 New
TWM
399
Tanager Wealth Management
United Kingdom
$226K +$226K +4,281 New
PFG
400
PAX Financial Group
Texas
$224K +$224K +4,239 New
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16
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