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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

478 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
8.34%
Holding in Top 10
44
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.98%
% of All Funds
0.77%
New
49
Increased
217
Reduced
141
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.6B
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Bank of America
Bank of America
North Carolina
$2.43B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$536M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$979M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$333M
2
Wells Fargo
Wells Fargo
California
$177M
3
Jane Street
Jane Street
New York
$10.6M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$32.6M
5
MNG
Manning & Napier Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
401
Hudock Inc
Pennsylvania
$72K – – –
FGAM
402
Financial Gravity Asset Management
Texas
$71K +$14.3K +290 +25%
MA
403
MUFG Americas
New York
$69K -$36.4K -685 -35%
EVM
404
Eaton Vance Management
Massachusetts
$63K +$1.49K +28 +2%
AWA
405
Arkadios Wealth Advisors
Georgia
$59K +$3.48K +66 +6%
NG
406
NWK Group
California
$57K +$57K +1,071 New
DSC
407
Duncker Streett & Co
Missouri
$56K – – –
ACA
408
Aptus Capital Advisors
Alabama
$56K +$37.1K +693 +197%
CWC
409
Carolinas Wealth Consulting
North Carolina
$50K – – –
CFD
410
Creative Financial Designs
Indiana
$50K +$1.67K +31 +3%
AAM
411
Advisors Asset Management
Colorado
$48K -$73.2K -1,382 -60%
CAL
412
Capital Analysts LLC
Pennsylvania
$48K +$26.3K +498 +121%
MA
413
Montag & Associates
Georgia
$46K – – –
HS
414
Horan Securities
United States
$44K – – –
RDWM
415
Red Door Wealth Management
Tennessee
$44K +$44K +840 New
WPA
416
West Paces Advisors
Georgia
$43.9K +$43.9K +822 New
IRC
417
Investors Research Corp
Georgia
$42K – – –
IRAG
418
Investment Research & Advisory Group
Georgia
$36K +$36K +674 New
CFO
419
CVA Family Office
Colorado
$34K – – –
EL
420
EMFO LLC
Florida
$34K +$34K +630 New
BWL
421
Bogart Wealth LLC
Virginia
$34K +$34K +636 New
VNA
422
Valley National Advisers
Pennsylvania
$33K -$185K -3,486 -85%
GTAM
423
Global Trust Asset Management
Florida
$30K +$107 +2 +0.4%
EWM
424
Elmwood Wealth Management
California
$29K – – –
BW
425
Bison Wealth
Georgia
$27K -$489K -9,095 -95%
15 16
17
18 19