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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

490 hedge funds and large institutions have $13.5B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 232 increasing their positions, 143 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+12
Holders Change %
+2.51%
% of All Funds
8.61%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.81%
New
51
Increased
232
Reduced
143
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.64B
2
CSIA
Charles Schwab Investment Advisory
California
$3.74B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.02B
4
Stifel Financial
Stifel Financial
Missouri
$235M
5
MG
Mather Group
Illinois
$294M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$411M
2
Citadel Advisors
Citadel Advisors
Florida
$29.5M
3
Wells Fargo
Wells Fargo
California
$126M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$34.5M
5
MNG
Manning & Napier Group
New York
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
426
Pinnacle Bancorp
Nebraska
$25K – – –
FPB
427
First PREMIER Bank
South Dakota
$25K – – –
EWM
428
EPG Wealth Management
Georgia
$24K +$24K +452 New
SWA
429
SOA Wealth Advisors
New York
$24K +$24K +465 New
BW
430
Bison Wealth
Georgia
$23K -$3.42K -65 -13%
CHA
431
Carmichael Hill & Associates
Maryland
$22K – – –
HCP
432
Hexagon Capital Partners
Arkansas
$22K – – –
CIAS
433
Capital Investment Advisory Services
North Carolina
$20K – – –
JCM
434
Jacobi Capital Management
Pennsylvania
$20K +$4.44K +85 +29%
PSB
435
Piscataqua Savings Bank
New Hampshire
$19K – – –
JWBC
436
John W. Brooker & Co
California
$18K +$18K +331 New
CDIA
437
Capital Directions Investment Advisors
Georgia
$17K – – –
GLLW
438
Graves Light Lenhart Wealth
Virginia
$17K – – –
PP
439
Pacifica Partners
Canada
$15K – – –
VFA
440
Values First Advisors
Tennessee
$14K – – –
RCA
441
Ranch Capital Advisors
Florida
$14K +$53 +1 +0.4%
KIG
442
Kowal Investment Group
Wisconsin
$14K +$14K +260 New
VCM
443
Versant Capital Management
Arizona
$14K +$14K +270 New
LWCFA
444
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K -$81.9K -1,480 -86%
BWM
445
BerganKDV Wealth Management
Minnesota
$12K +$12K +221 New
HIA
446
Harbor Investment Advisory
Maryland
$11K +$111 +2 +1%
ACM
447
Antonetti Capital Management
Florida
$11K +$11K +200 New
KFI
448
Key Financial Inc
Pennsylvania
$10K – – –
FPS
449
Fieldpoint Private Securities
Connecticut
$10K – – –
CB
450
CNB Bank
Pennsylvania
$9K -$2.07K -38 -19%
16 17
18
19 20