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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
1
Bank of America
North Carolina
$2.33B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.9B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$917M
4
Charles Schwab
4
Charles Schwab
California
$474M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$473M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.42M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$13.9M
3
ECM
3
Evergreen Capital Management
Washington
$80.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MNG
5
Manning & Napier Group
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
401
Clearview Wealth Advisors
Oregon
$103K -$992K -18,581 -91%
FFA
402
Founders Financial Alliance
North Carolina
$92K +$15.8K +293 +21%
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$88K +$88K +1,653 New
CFA
405
Carroll Financial Associates
North Carolina
$86K +$23.8K +450 +38%
BlackRock
406
BlackRock
New York
$82K +$10.1K +189 +14%
EIP
407
Ellis Investment Partners
Pennsylvania
$81K -$53 -1 -0.1%
CWM
408
Cranbrook Wealth Management
Michigan
$81K +$53 +1 +0.1%
ACM
409
Allred Capital Management
Texas
$76K +$76K +1,424 New
HI
410
Hudock Inc
Pennsylvania
$72K – – –
SAM
411
S.A. Mason
Michigan
$66K +$12.6K +235 +24%
APWM
412
Atlas Private Wealth Management
New York
$65K -$64.8K -1,220 -50%
EVM
413
Eaton Vance Management
Massachusetts
$62K +$62K +1,159 New
FGAM
414
Financial Gravity Asset Management
Texas
$61.1K -$94.3K -1,766 -61%
CIAS
415
Capital Investment Advisory Services
North Carolina
$60K -$833K -15,710 -93%
GWM
416
Geneos Wealth Management
Colorado
$60K -$29K -544 -33%
DSC
417
Duncker Streett & Co
Missouri
$56K – – –
AWA
418
Arkadios Wealth Advisors
Georgia
$56K +$56K +1,054 New
CWC
419
Carolinas Wealth Consulting
North Carolina
$50K – – –
CCA
420
Column Capital Advisors
Indiana
$49K – – –
APWA
421
Atlas Private Wealth Advisors
New Jersey
$49K +$45.5K +848 +1,285%
CFD
422
Creative Financial Designs
Indiana
$48K -$4.75K -89 -9%
MA
423
Montag & Associates
Georgia
$46K – – –
HS
424
Horan Securities
United States
$44K -$27.2K -509 -38%
IRC
425
Investors Research Corp
Georgia
$42K +$4.16K +77 +11%
15 16
17
18 19