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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 %
CFA
451
Carroll Financial Associates
North Carolina
$57K -$45.5K -876 -44%
RWA
452
RGT Wealth Advisors
Texas
$56K +$56K +1,052 New
DSC
453
Duncker Streett & Co
Missouri
$55K – – –
National Bank of Canada
454
National Bank of Canada
Quebec, Canada
$54K +$54K +1,024 New
LWANC
455
Laurel Wealth Advisors (North Carolina)
North Carolina
$51K – – –
IRC
456
Investors Research Corp
Georgia
$50K – – –
CFD
457
Creative Financial Designs
Indiana
$48K -$373 -7 -0.8%
BlackRock
458
BlackRock
New York
$48K +$7.74K +147 +19%
MW
459
Milestone Wealth
New York
$45K +$45K +850 New
HS
460
Horan Securities
United States
$43K +$43K +822 New
CAAS
461
Capital Asset Advisory Services
Michigan
$41K -$42.4K -805 -51%
EL
462
EMFO LLC
Florida
$33K – – –
LWA
463
Lenox Wealth Advisors
New York
$33K +$30.7K +574 +1,305%
TC
464
Truvestments Capital
Florida
$28K +$24.5K +469 +700%
CMA
465
Cedar Mountain Advisors
Oregon
$26K +$107 +2 +0.4%
FPB
466
First PREMIER Bank
South Dakota
$25K – – –
PB
467
Pinnacle Bancorp
Nebraska
$25K – – –
RCM
468
Regency Capital Management
Hawaii
$25K +$25K +471 New
HR
469
Howe & Rusling
New York
$24K -$335K -6,215 -93%
SWA
470
SOA Wealth Advisors
New York
$24K – – –
GTAM
471
Global Trust Asset Management
Florida
$24K +$103 +2 +0.4%
MCC
472
Money Concepts Capital
Florida
$23K +$23K +430 New
CHA
473
Carmichael Hill & Associates
Maryland
$22K – – –
CIAS
474
Capital Investment Advisory Services
North Carolina
$20K +$104 +2 +0.5%
TFA
475
Toth Financial Advisory
Virginia
$18K +$18K +334 New
17 18
19
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