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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 %
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$71K +$71K +1,410 New
FHA
427
First Horizon Advisors
Tennessee
$69K -$11M -217,897 -99%
MA
428
Montag & Associates
Georgia
$68K – – –
FA
429
Fortis Advisors
Pennsylvania
$68K +$10.9K +218 +19%
SAM
430
S.A. Mason
Michigan
$63K – – –
NFSG
431
Newbridge Financial Services Group
Florida
$63K +$56.2K +1,119 +823%
PFBT
432
Parkside Financial Bank & Trust
Missouri
$59K -$83.2K -1,650 -59%
Citigroup
433
Citigroup
New York
$57K -$11.7K -234 -17%
AWM
434
Accel Wealth Management
Iowa
$57K +$50 +1 +0.1%
RWA
435
RGT Wealth Advisors
Texas
$53K – – –
DSC
436
Duncker Streett & Co
Missouri
$52K – – –
OCM
437
Orion Capital Management
California
$49K +$49K +971 New
IRC
438
Investors Research Corp
Georgia
$48K – – –
LWANC
439
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K – – –
CWC
440
Carolinas Wealth Consulting
North Carolina
$47K -$32.2K -641 -41%
MW
441
Milestone Wealth
New York
$45K – – –
S
442
SignatureFD
Georgia
$44K +$43.9K +883 +29,433%
HS
443
Horan Securities
United States
$41K – – –
MCC
444
Money Concepts Capital
Florida
$41K +$19.6K +394 +92%
GI
445
Gradient Investments
Minnesota
$38K -$43.3K -860 -53%
CAAS
446
Capital Asset Advisory Services
Michigan
$37K -$1.59K -32 -4%
WTC
447
WhitTier Trust Company
Nevada
$36K +$36K +723 New
BlackRock
448
BlackRock
New York
$35K -$10.2K -206 -23%
FGAM
449
Financial Gravity Asset Management
Texas
$32.8K -$24.7K -654 -43%
GWM
450
Geneos Wealth Management
Colorado
$30K +$21.5K +430 +254%
16 17
18
19 20