VMBS icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
CFIA
26
Cantor Fitzgerald Investment Advisors
New York
$51M 1,018,135 -181,607 -15%
Mitsubishi UFJ Asset Management
27
Mitsubishi UFJ Asset Management
Japan
$49.7M 992,300 -59,400 -6%
EWM
28
Executive Wealth Management
Michigan
$48.4M 965,165 +62,016 +7%
WH
29
Whitcomb & Hess
Ohio
$42.3M 843,833 -4,461 -0.5%
BC
30
Bartlett & Co
Ohio
$41.7M 833,086 +47,962 +6%
BCWM
31
Bartlett & Co Wealth Management
Ohio
$41.7M 833,086 +47,962 +6%
AA
32
Advisory Alpha
Michigan
$38.7M 771,905 -4,124 -0.5%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$38.2M 761,851 – –
UBS Group
34
UBS Group
Switzerland
$36.6M 731,476 +21,529 +3%
CS
35
Credit Suisse
Switzerland
$36.5M 728,758 – –
AI
36
Atria Investments
North Carolina
$35.3M 704,887 +73,961 +12%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$33.4M 666,162 -5,854 -0.9%
ECM
38
Evergreen Capital Management
Washington
$30M 598,775 -135,067 -18%
MIS
39
Morningstar Investment Services
Illinois
$29.6M 592,308 -1,185,196 -67%
HighTower Advisors
40
HighTower Advisors
Illinois
$29.4M 587,312 -476,943 -45%
Jane Street
41
Jane Street
New York
$29.4M 586,636 +468,575 +397%
UCFA
42
United Capital Financial Advisors
Texas
$29M 578,939 +2,669 +0.5%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$27.8M 554,101 +97,862 +21%
MNG
44
Manning & Napier Group
New York
– – – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$25.2M 503,281 -8,930 -2%
OPS
46
Orion Portfolio Solutions
Nebraska
$25.2M 502,801 -12,334 -2%
Truist Financial
47
Truist Financial
North Carolina
$23.9M 477,704 +71,948 +18%
ZIG
48
Zurich Insurance Group
Switzerland
$23.4M 467,648 – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$23M 459,434 -39,660 -8%
TLFA
50
True Link Financial Advisors
California
$22.1M 440,188 +38,793 +10%
1
2
3 4 5