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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

485 hedge funds and large institutions have $12B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 237 increasing their positions, 126 reducing their positions, and 38 closing their positions.

Holders
485
Holders Change
+16
Holders Change %
+3.41%
% of All Funds
8.54%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.93%
New
58
Increased
237
Reduced
126
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.33B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.9B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$917M
4
Charles Schwab
4
Charles Schwab
California
$474M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$473M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.42M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$13.9M
3
ECM
3
Evergreen Capital Management
Washington
$80.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MNG
5
Manning & Napier Group
New York
$28.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CFIA
26
Cantor Fitzgerald Investment Advisors
New York
$62.4M 1,153,702 -513 -0%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$59.6M 1,116,191 +106,897 +11%
RJA
28
Raymond James & Associates
Florida
$58.3M 1,092,968 -25,207 -2%
UBS Group
29
UBS Group
Switzerland
$52.6M 985,382 -315,119 -24%
MWM
30
Mission Wealth Management
California
$49.9M 934,464 +75,955 +9%
AI
31
Atria Investments
North Carolina
$49.1M 920,112 +373,348 +68%
EWM
32
Executive Wealth Management
Michigan
$48.3M 905,507 +24,291 +3%
Ameriprise
33
Ameriprise
Minnesota
$47.7M 891,962 -50,178 -5%
Jane Street
34
Jane Street
New York
$47.4M 889,010 +470,839 +113%
BCWM
35
Bartlett & Co Wealth Management
Ohio
$40.3M 754,732 +27,365 +4%
BC
36
Bartlett & Co
Ohio
$40.3M 754,732 +27,365 +4%
AIA
37
Ally Invest Advisors
North Carolina
$38M 712,558 +157,412 +28%
B
38
Bailard
California
$37.2M 697,913 +48,948 +8%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$35.6M 666,241 +82,894 +14%
Deutsche Bank
40
Deutsche Bank
Germany
$35.5M 664,660 -211,740 -24%
OWM
41
OneAscent Wealth Management
Alabama
$34.3M 643,179 +307,005 +91%
QAM
42
QCI Asset Management
New York
$32.6M 611,027 +32,068 +6%
CIAS
43
CBIZ Investment Advisory Services
Ohio
– – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$29.1M 544,838 +544,838 New
MNG
45
Manning & Napier Group
New York
– – – –
OPS
46
Orion Portfolio Solutions
Nebraska
$27.6M 516,741 +33,512 +7%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$26.2M 490,895 +36,291 +8%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$24.8M 465,220 +10,927 +2%
FMT
49
First Mercantile Trust
Tennessee
$24.3M 456,077 -54,265 -11%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$23.8M 446,487 +446,487 New
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