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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 %
Fidelity Investments
401
Fidelity Investments
Massachusetts
$173K -$133K -2,655 -43%
Franklin Resources
402
Franklin Resources
California
$168K – – –
FA
403
Faithward Advisors
Pennsylvania
$164K -$2.41K -48 -1%
William Blair & Company
404
William Blair & Company
Illinois
$158K -$46K -915 -23%
CPA
405
Cardiff Park Advisors
California
$155K +$16.5K +330 +12%
EIP
406
Ellis Investment Partners
Pennsylvania
$139K +$74.1K +1,484 +114%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$131K -$148K -2,961 -53%
CAL
408
Capital Analysts LLC
Pennsylvania
$131K -$23.6K -473 -15%
AF
409
Advisornet Financial
Minnesota
$124K -$4.41K -88 -3%
MWC
410
MBM Wealth Consultants
Missouri
$122K -$37.8K -754 -24%
PA
411
Parallel Advisors
California
$120K +$54.5K +1,084 +83%
CF
412
Centaurus Financial
California
$113K -$535K -10,627 -83%
FF
413
FourThought Financial
Florida
$113K +$113K +2,253 New
CA
414
Clearstead Advisors
Ohio
$109K – – –
SAS
415
Stelac Advisory Services
New York
$109K +$9.66K +192 +10%
MA
416
MUFG Americas
New York
$106K -$4.7K -94 -4%
GLLW
417
Graves Light Lenhart Wealth
Virginia
$104K – – –
CSB
418
City State Bank
Iowa
$103K – – –
DWP
419
Destiny Wealth Partners
Florida
$102K -$6.24M -124,878 -98%
FRA
420
Front Row Advisors
California
$100K – – –
BWL
421
Bogart Wealth LLC
Virginia
$97K -$48.6K -975 -33%
FFA
422
Founders Financial Alliance
North Carolina
$96K +$50 +1 +0.1%
DHGWA
423
Dixon Hughes Goodman Wealth Advisors
North Carolina
$94K – – –
CWM
424
Cranbrook Wealth Management
Michigan
$76K +$50 +1 +0.1%
ACA
425
Aptus Capital Advisors
Alabama
$74K -$39.2K -778 -35%
15 16
17
18 19