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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

478 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
8.34%
Holding in Top 10
44
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.98%
% of All Funds
0.77%
New
49
Increased
217
Reduced
141
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.6B
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Bank of America
Bank of America
North Carolina
$2.43B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$536M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$979M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$333M
2
Wells Fargo
Wells Fargo
California
$177M
3
Jane Street
Jane Street
New York
$10.6M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$32.6M
5
MNG
Manning & Napier Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
451
Geneos Wealth Management
Colorado
$7K -$50.4K -987 -88%
TWM
452
Tradition Wealth Management
Minnesota
$7K +$7K +138 New
FWM
453
Focused Wealth Management
New York
$6K – – –
RIA
454
RPG Investment Advisory
California
$6K – – –
WT
455
Whittier Trust
California
$6K – – –
AF
456
Allworth Financial
California
$6K – – –
HFS
457
Hantz Financial Services
Michigan
$5K -$333 -6 -6%
NL
458
NVWM LLC
Pennsylvania
$5K – – –
MAWCM
459
Mine & Arao Wealth Creation & Management
California
$5K – – –
MAM
460
McCarthy Asset Management
California
$5K – – –
Simplex Trading
461
Simplex Trading
Illinois
$5K +$5K +100 New
TC
462
Truvestments Capital
Florida
$4K -$7.33K -121 -65%
RG
463
Retirement Group
California
$4K – – –
JFA
464
JNBA Financial Advisors
Minnesota
$4K – – –
WQ
465
Wealth Quarterback
New Jersey
$4K +$4K +61 New
AIC
466
Archer Investment Corporation
Indiana
$3.49K – – –
RFA
467
Reilly Financial Advisors
California
$3K -$11.3K -229 -79%
TFGT
468
TS Financial Group (TSFG)
Illinois
$3K – – –
CIA
469
Choate Investment Advisors
Massachusetts
$3K +$3K +51 New
AWM
470
Avior Wealth Management
Nebraska
$2K +$2K +42 New
GEA
471
Glen Eagle Advisors
New Jersey
$1.39K – – –
IF
472
Ironwood Financial
Arizona
$1K -$500 -11 -33%
FMP
473
Financial Management Professionals
Texas
$1K – – –
TCOV
474
Trust Company of Vermont
Vermont
$1K – – –
CAGAS
475
Capital Advisory Group Advisory Services
Minnesota
$1K +$1K +20 New
17 18
19
20 21