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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
$2.81B
2
CSIA
Charles Schwab Investment Advisory
California
$3.79B
3
CIAS
CBIZ Investment Advisory Services
Ohio
$35.4M
4
KeyBank National Association
KeyBank National Association
Ohio
$136M
5
AF
Allworth Financial
California
$24M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$78.9M
2
B
Bailard
California
$6.8M
3
GPC
Garrison Point Capital
California
$69.9M
4
AA
AlphaCentric Advisors
Puerto Rico
$69.9M
5
MNG
Manning & Napier Group
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
426
MUFG Americas
New York
$117K -$40.5K -765 -26%
CA
427
Clearstead Advisors
Ohio
$115K -$79K -1,500 -41%
BHWM
428
Beaird Harris Wealth Management
Texas
$114K +$114K +2,151 New
GLLW
429
Graves Light Lenhart Wealth
Virginia
$109K +$92.2K +1,752 +549%
CSB
430
City State Bank
Iowa
$108K +$108K +2,051 New
FRA
431
Front Row Advisors
California
$106K – – –
SAS
432
Stelac Advisory Services
New York
$104K +$104K +1,975 New
FFA
433
Founders Financial Alliance
North Carolina
$101K +$53 +1 +0.1%
DHGWA
434
Dixon Hughes Goodman Wealth Advisors
North Carolina
$99K +$99K +1,868 New
CA
435
CoreCap Advisors
Michigan
$96K +$96K +1,820 New
EVM
436
Eaton Vance Management
Massachusetts
$86K +$1.22K +23 +1%
GI
437
Gradient Investments
Minnesota
$85K -$5.21K -99 -6%
CWC
438
Carolinas Wealth Consulting
North Carolina
$83K +$33.8K +641 +69%
CWM
439
Cranbrook Wealth Management
Michigan
$80K +$158 +3 +0.2%
Citigroup
440
Citigroup
New York
$72K -$53.2K -1,013 -42%
MA
441
Montag & Associates
Georgia
$72K +$26.8K +508 +59%
GM
442
GeoWealth Management
Illinois
$71K -$100K -1,888 -59%
HI
443
Hudock Inc
Pennsylvania
$71K – – –
PA
444
Parallel Advisors
California
$69K -$117K -2,207 -63%
EIP
445
Ellis Investment Partners
Pennsylvania
$68K -$838 -16 -1%
SAM
446
S.A. Mason
Michigan
$66K +$3.7K +70 +6%
CWA
447
Clearview Wealth Advisors
Oregon
$63K -$10.6K -200 -14%
AWM
448
Accel Wealth Management
Iowa
$60K -$123K -2,340 -67%
FA
449
Fortis Advisors
Pennsylvania
$60K +$10.1K +192 +20%
FGAM
450
Financial Gravity Asset Management
Texas
$58.1K +$16.4K +428 +39%
16 17
18
19 20