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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 %
GTAM
451
Global Trust Asset Management
Florida
$29K +$5.39K +106 +23%
JHCP
452
Jackson Hole Capital Partners
Oklahoma
$28K +$28K +554 New
National Bank of Canada
453
National Bank of Canada
Quebec, Canada
$25K -$26.9K -531 -52%
JPLA
454
Joseph P. Lucia & Associates
New York
$25K +$25K +500 New
FPB
455
First PREMIER Bank
South Dakota
$24K – – –
RCM
456
Regency Capital Management
Hawaii
$24K – – –
CMA
457
Cedar Mountain Advisors
Oregon
$24K +$49 +1 +0.2%
SWA
458
SOA Wealth Advisors
New York
$24K +$894 +18 +4%
HR
459
Howe & Rusling
New York
$22K – – –
T
460
TCWP
Ohio
$22K +$22K +455 New
CHA
461
Carmichael Hill & Associates
Maryland
$21K +$299 +6 +1%
CIAS
462
Capital Investment Advisory Services
North Carolina
$19K +$49 +1 +0.3%
CWP
463
Concord Wealth Partners
Virginia
$18K +$10.5K +215 +141%
FFC
464
First Financial Corp
Indiana
$18K +$18K +368 New
JWBC
465
John W. Brooker & Co
California
$17K – – –
TAM
466
Tucker Asset Management
Colorado
$16.5K +$16.5K +330 New
KFI
467
Key Financial Inc
Pennsylvania
$15K +$3.52K +70 +31%
PP
468
Pacifica Partners
Canada
$14K – – –
OA
469
Operose Advisors
Wisconsin
$13K – – –
CFB
470
Cullen/Frost Bankers
Texas
$12K -$1.84K -37 -13%
AAP
471
Arax Advisory Partners
Colorado
$12K – – –
EWM
472
EPG Wealth Management
Georgia
$11K – – –
BW
473
Bison Wealth
Georgia
$11K +$11K +210 New
HIA
474
Harbor Investment Advisory
Maryland
$10K -$51 -1 -0.5%
ACM
475
Antonetti Capital Management
Florida
$10K – – –
17 18
19
20 21