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

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$1.42M
2
Fisher Asset Management
Fisher Asset Management
Washington
$13.9M
3
ECM
Evergreen Capital Management
Washington
$80.8M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
MNG
Manning & Napier Group
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
426
AlphaMark Advisors
Kentucky
$37K -$367K -6,950 -91%
CFO
427
CVA Family Office
Colorado
$34K +$34K +630 New
WP
428
WealthShield Partners
North Carolina
$32K -$1.42M -26,599 -98%
GTAM
429
Global Trust Asset Management
Florida
$30K +$53 +1 +0.2%
EWM
430
Elmwood Wealth Management
California
$29K +$29K +550 New
JCM
431
Jacobi Capital Management
Pennsylvania
$28K +$2.97K +56 +12%
JPLA
432
Joseph P. Lucia & Associates
New York
$27K -$73.2K -1,356 -73%
CMA
433
Cedar Mountain Advisors
Oregon
$26K +$484 +9 +2%
FPB
434
First PREMIER Bank
South Dakota
$25K – – –
PB
435
Pinnacle Bancorp
Nebraska
$25K – – –
CAL
436
Capital Analysts LLC
Pennsylvania
$22K -$1.13K -21 -5%
ACA
437
Aptus Capital Advisors
Alabama
$19K -$2.97K -55 -14%
PSB
438
Piscataqua Savings Bank
New Hampshire
$19K +$19K +356 New
GLLW
439
Graves Light Lenhart Wealth
Virginia
$17K – – –
CHA
440
Carmichael Hill & Associates
Maryland
$16K – – –
PP
441
Pacifica Partners
Canada
$15K – – –
RFA
442
Reilly Financial Advisors
California
$15K +$15K +290 New
VFA
443
Values First Advisors
Tennessee
$14K – – –
CFB
444
Cullen/Frost Bankers
Texas
$13K – – –
SIS
445
Sound Income Strategies
Florida
$12K +$10.5K +197 +730%
1WM
446
1900 Wealth Management
Texas
$11.5K +$1.89K +35,473 +20%
TFA
447
Transamerica Financial Advisors
Florida
$11K -$21.9K -407 -67%
HIA
448
Harbor Investment Advisory
Maryland
$11K +$3.46K +62 +46%
TC
449
Truvestments Capital
Florida
$10K – – –
FPS
450
Fieldpoint Private Securities
Connecticut
$10K +$10K +179 New
16 17
18
19 20