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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 %
WFAG
376
Wescott Financial Advisory Group
Pennsylvania
$235K +$235K +4,687 New
DADC
377
D.A. Davidson & Co
Montana
$230K -$5.02K -100 -2%
SSCA
378
South Shore Capital Advisors
Massachusetts
$230K -$4.15K -83 -2%
LWM
379
Liberty Wealth Management
California
$230K +$230K +2,760 New
BFA
380
Beaumont Financial Advisors
Massachusetts
$228K -$484K -9,643 -68%
Lido Advisors
381
Lido Advisors
California
$227K -$18.2K -363 -7%
DC
382
Davenport & Co
Virginia
$226K +$7.93K +158 +4%
SWA
383
Stratos Wealth Advisors
Ohio
$225K -$51.6K -1,028 -19%
SPIO
384
Seven Post Investment Office
California
$224K – – –
BFEC
385
Benjamin F. Edwards & Company
Missouri
$223K +$4.05K +81 +2%
AP
386
Appleton Partners
Massachusetts
$222K +$23.2K +463 +12%
LFA
387
Level Financial Advisors
New York
$217K +$50.9K +1,018 +31%
PSUF
388
People's United Financial
Connecticut
$216K -$54.6K -1,088 -20%
LSA
389
Lansing Street Advisors
Pennsylvania
$208K +$208K +4,263 New
PB
390
Pinnacle Bancorp
Nebraska
$207K +$183K +3,664 +768%
BONH
391
Bank of New Hampshire
New Hampshire
$202K +$10.4K +208 +5%
HWMA
392
Heritage Wealth Management (Arizona)
Arizona
$201K +$201K +4,021 New
DWM
393
Destination Wealth Management
California
$200K +$200K +3,994 New
TIM
394
Tortoise Investment Management
New York
$198K -$780K -15,600 -80%
CFFP
395
Center for Financial Planning
Michigan
$198K +$68.5K +1,370 +53%
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$193K -$98.2K -1,956 -34%
PCG
397
Private Capital Group
Connecticut
$191K +$18.2K +362 +11%
AWM
398
Avior Wealth Management
Nebraska
$183K +$183K +3,664 New
PFS
399
Prospera Financial Services
Texas
$178K +$178K +3,543 New
FWP
400
FAS Wealth Partners
Kansas
$174K -$274K -5,463 -61%
14 15
16
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