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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 %
II
401
Inspire Investing
Idaho
$216K +$216K +4,083 New
William Blair & Company
402
William Blair & Company
Illinois
$215K -$13K -246 -6%
BSB
403
Bangor Savings Bank
Maine
$214K -$18.6K -353 -8%
SCM
404
Southport Capital Management
Tennessee
$213K -$34.8K -659 -14%
AC
405
Apella Capital
Connecticut
$210K -$94.5K -1,792 -31%
AP
406
Appleton Partners
Massachusetts
$210K -$12K -227 -5%
GFP
407
Gryphon Financial Partners
Ohio
$206K +$206K +3,895 New
PWMG
408
Provence Wealth Management Group
California
$205K +$205K +3,880 New
PWA
409
Physician Wealth Advisors
Utah
$205K +$205K +3,917 New
BONH
410
Bank of New Hampshire
New Hampshire
$202K +$202K +3,823 New
MFW
411
Mosaic Family Wealth
Missouri
$200K – – –
PCG
412
Private Capital Group
Connecticut
$182K -$24.7K -468 -12%
Franklin Resources
413
Franklin Resources
California
$178K -$6.09K -115 -3%
FA
414
Faithward Advisors
Pennsylvania
$176K -$349K -6,589 -66%
LFA
415
Level Financial Advisors
New York
$175K +$175K +3,321 New
MWC
416
MBM Wealth Consultants
Missouri
$168K -$37.1K -704 -18%
CAL
417
Capital Analysts LLC
Pennsylvania
$164K +$53 +1 +0%
BWL
418
Bogart Wealth LLC
Virginia
$154K – – –
PFBT
419
Parkside Financial Bank & Trust
Missouri
$149K – – –
CPA
420
Cardiff Park Advisors
California
$146K +$146K +2,768 New
IA
421
IFP Advisors
Florida
$137K -$263K -4,862 -66%
CFFP
422
Center for Financial Planning
Michigan
$137K -$40.3K -762 -23%
AF
423
Advisornet Financial
Minnesota
$136K +$159 +3 +0.1%
SFM
424
Signet Financial Management
New Jersey
$130K -$87.8K -1,664 -40%
ACA
425
Aptus Capital Advisors
Alabama
$119K +$63.7K +1,203 +115%
15 16
17
18 19