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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

490 hedge funds and large institutions have $13.5B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 232 increasing their positions, 143 reducing their positions, and 32 closing their positions.

Holders
490
Holders Change
+12
Holders Change %
+2.51%
% of All Funds
8.61%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.81%
New
51
Increased
232
Reduced
143
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.64B
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.74B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.02B
4
Stifel Financial
4
Stifel Financial
Missouri
$235M
5
MG
5
Mather Group
Illinois
$294M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$411M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.5M
3
Wells Fargo
3
Wells Fargo
California
$126M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$34.5M
5
MNG
5
Manning & Napier Group
New York
$27M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$60.9M 1,142,925 +74,622 +7%
Mitsubishi UFJ Asset Management
27
Mitsubishi UFJ Asset Management
Japan
$58.3M 1,094,200 +12,500 +1%
MWM
28
Mission Wealth Management
California
$55.3M 1,037,262 +40,217 +4%
AIA
29
Ally Invest Advisors
North Carolina
$50.7M 952,255 +110,292 +13%
ECM
30
Evergreen Capital Management
Washington
$50.2M 942,008 -441,350 -32%
EWM
31
Executive Wealth Management
Michigan
$46.2M 866,037 +19,791 +2%
UBS Group
32
UBS Group
Switzerland
$44.7M 837,984 +10,084 +1%
WH
33
Whitcomb & Hess
Ohio
$43.4M 814,722 +22,323 +3%
B
34
Bailard
California
$43.2M 810,661 +75,714 +10%
BC
35
Bartlett & Co
Ohio
$41M 769,465 +2,832 +0.4%
BCWM
36
Bartlett & Co Wealth Management
Ohio
$41M 769,465 +2,832 +0.4%
CS
37
Credit Suisse
Switzerland
$38.8M 728,758 -3,002 -0.4%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$37.4M 701,095 +33,555 +5%
Ameriprise
39
Ameriprise
Minnesota
$36.8M 688,434 -135,839 -16%
AA
40
Advisory Alpha
Michigan
$36.3M 680,823 +109,396 +19%
AI
41
Atria Investments
North Carolina
$35.1M 659,588 -324,709 -33%
QAM
42
QCI Asset Management
New York
$34.5M 647,193 +4,754 +0.7%
CIAS
43
CBIZ Investment Advisory Services
Ohio
– – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$33.3M 625,479 +20,161 +3%
AIM
45
Acropolis Investment Management
Missouri
$33.1M 1,298,089 +56,995 +5%
Jane Street
46
Jane Street
New York
$31.1M 583,730 +384,915 +194%
Citadel Advisors
47
Citadel Advisors
Florida
$29.5M 552,848 -1,473,915 -73%
DCM
48
DeGreen Capital Management
Arizona
$28.9M 541,746 +30,009 +6%
BIA
49
Bell Investment Advisors
California
$28.1M 526,932 +526,932 New
OPS
50
Orion Portfolio Solutions
Nebraska
$28M 525,041 +14,485 +3%
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