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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.

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
1
Bank of America
North Carolina
$2.81B
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.79B
3
CIAS
3
CBIZ Investment Advisory Services
Ohio
$35.4M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$136M
5
AF
5
Allworth Financial
California
$24M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$78.9M
2
B
2
Bailard
California
$6.8M
3
AA
3
AlphaCentric Advisors
Puerto Rico
$69.9M
4
GPC
4
Garrison Point Capital
California
$69.9M
5
MNG
5
Manning & Napier Group
New York
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CFIA
26
Cantor Fitzgerald Investment Advisors
New York
$63.4M 1,199,742 -186,141 -13%
RJA
27
Raymond James & Associates
Florida
$62.8M 1,188,096 +45,171 +4%
MWM
28
Mission Wealth Management
California
$57.9M 1,095,891 +58,629 +6%
HighTower Advisors
29
HighTower Advisors
Illinois
$56.2M 1,064,255 +438,776 +70%
Mitsubishi UFJ Asset Management
30
Mitsubishi UFJ Asset Management
Japan
$55.5M 1,051,700 -42,500 -4%
AIA
31
Ally Invest Advisors
North Carolina
$54.3M 1,026,783 +74,528 +8%
Ameriprise
32
Ameriprise
Minnesota
$51.7M 978,454 +290,020 +42%
EWM
33
Executive Wealth Management
Michigan
$47.7M 903,149 +37,112 +4%
WH
34
Whitcomb & Hess
Ohio
$43.3M 848,294 +33,572 +4%
BCWM
35
Bartlett & Co Wealth Management
Ohio
$41.5M 785,124 +15,659 +2%
BC
36
Bartlett & Co
Ohio
$41.5M 785,124 +15,659 +2%
AA
37
Advisory Alpha
Michigan
$41M 776,029 +95,206 +14%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$40.3M 761,851 +761,851 New
ECM
39
Evergreen Capital Management
Washington
$38.8M 733,842 -208,166 -22%
CS
40
Credit Suisse
Switzerland
$38.5M 728,758 – –
UBS Group
41
UBS Group
Switzerland
$37.5M 709,947 -128,037 -15%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$35.5M 672,016 -29,079 -4%
CIAS
43
CBIZ Investment Advisory Services
Ohio
$35.4M 670,781 +670,781 New
Deutsche Bank
44
Deutsche Bank
Germany
$34.3M 650,000 +200,000 +44%
AI
45
Atria Investments
North Carolina
$33.3M 630,926 -28,662 -4%
UCFA
46
United Capital Financial Advisors
Texas
$30.5M 576,270 +107,451 +23%
BIA
47
Bell Investment Advisors
California
$29.2M 552,316 +25,384 +5%
OPS
48
Orion Portfolio Solutions
Nebraska
$27.2M 515,135 -9,906 -2%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$27.1M 512,211 -6,035 -1%
MNG
50
Manning & Napier Group
New York
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