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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.

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

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$333M
2
Wells Fargo
2
Wells Fargo
California
$177M
3
Jane Street
3
Jane Street
New York
$10.6M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$32.6M
5
MNG
5
Manning & Napier Group
New York
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$70.3M 1,317,525 +79,740 +6%
FI
27
Financial Insights
Washington
$68M 127,412 -15,513 -11%
AIM
28
Acropolis Investment Management
Missouri
$66.2M 1,241,094 +39,580 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$62M 1,162,206 +46,015 +4%
Mitsubishi UFJ Asset Management
30
Mitsubishi UFJ Asset Management
Japan
$57.7M 1,081,700 +1,081,700 New
RJA
31
Raymond James & Associates
Florida
$57M 1,068,303 -24,665 -2%
MWM
32
Mission Wealth Management
California
$53.2M 997,045 +62,581 +7%
AI
33
Atria Investments
North Carolina
$52.5M 984,297 +64,185 +7%
EWM
34
Executive Wealth Management
Michigan
$45.2M 846,246 -59,261 -7%
AIA
35
Ally Invest Advisors
North Carolina
$44.9M 841,963 +129,405 +18%
UBS Group
36
UBS Group
Switzerland
$44.2M 827,900 -157,482 -16%
Ameriprise
37
Ameriprise
Minnesota
$43.9M 824,273 -67,689 -8%
WH
38
Whitcomb & Hess
Ohio
$42.3M 792,399 +792,399 New
BCWM
39
Bartlett & Co Wealth Management
Ohio
$40.9M 766,633 +11,901 +2%
BC
40
Bartlett & Co
Ohio
$40.9M 766,633 +11,901 +2%
B
41
Bailard
California
$39.2M 734,947 +37,034 +5%
CS
42
Credit Suisse
Switzerland
$39.1M 731,760 +731,760 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$35.6M 667,540 +1,299 +0.2%
QAM
44
QCI Asset Management
New York
$34.3M 642,439 +31,412 +5%
CIAS
45
CBIZ Investment Advisory Services
Ohio
– – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$32.3M 605,318 +60,480 +11%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$31.2M 585,214 +138,727 +31%
AA
48
Advisory Alpha
Michigan
$30.5M 571,427 +130,437 +30%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$27.4M 512,742 +21,847 +4%
DCM
50
DeGreen Capital Management
Arizona
$27.3M 511,737 +108,885 +27%
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