VMBS icon

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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$411M
2
Citadel Advisors
Citadel Advisors
Florida
$29.5M
3
Wells Fargo
Wells Fargo
California
$126M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$34.5M
5
MNG
Manning & Napier Group
New York
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
476
Transamerica Financial Advisors
Florida
$3K -$11.1K -152 -79%
TFGT
477
TS Financial Group (TSFG)
Illinois
$3K – – –
TWA
478
TCI Wealth Advisors
Arizona
$3K +$3K +60 New
LWA
479
Lenox Wealth Advisors
New York
$2K +$2K +44 New
CFA
480
Cahill Financial Advisors
Minnesota
$2K +$2K +44 New
GEA
481
Glen Eagle Advisors
New Jersey
$1.39K – – –
TCWA
482
Ten Capital Wealth Advisors
Washington
$1K -$8.29M -207,329 -100%
VNA
483
Valley National Advisers
Pennsylvania
$1K -$35.5K -604 -97%
FMP
484
Financial Management Professionals
Texas
$1K – – –
IF
485
Ironwood Financial
Arizona
$1K – – –
CAGAS
486
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
TFS
487
TrustCore Financial Services
Tennessee
$1K +$1K +26 New
BFM
488
Boothbay Fund Management
New York
– -$7.06M -132,333 Closed
IDA
489
Intelligence Driven Advisers
California
– -$3.39M -63,489 Closed
FTS
490
Fifth Third Securities
Ohio
– -$2.47M -46,322 Closed
T
491
TRUADVICE
Florida
– -$2.31M -43,071 Closed
JWCA
492
J.W. Cole Advisors
Florida
– -$1.54M -28,803 Closed
KM
493
Kalos Management
Georgia
– -$639K -11,962 Closed
SAM
494
Secure Asset Management
Michigan
– -$531K -9,946 Closed
KCM
495
Kornitzer Capital Management
Kansas
– -$463K -8,681 Closed
CBFP
496
Cedar Brook Financial Partners
Ohio
– -$360K -6,749 Closed
ARC
497
Advisor Resource Council
Texas
– -$354K -6,632 Closed
BAAM
498
Baker Avenue Asset Management
California
– -$317K -5,957 Closed
IWM
499
IHT Wealth Management
Illinois
– -$289K -5,412 Closed
HB
500
Homrich & Berg
Georgia
– -$266K -4,987 Closed
17 18 19
20
21