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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.

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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$78.9M
2
B
Bailard
California
$6.8M
3
GPC
Garrison Point Capital
California
$69.9M
4
AA
AlphaCentric Advisors
Puerto Rico
$69.9M
5
MNG
Manning & Napier Group
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
476
Integrity Financial
Wyoming
$18K +$18K +341 New
EWM
477
Elmwood Wealth Management
California
$18K +$18K +350 New
JWBC
478
John W. Brooker & Co
California
$17K – – –
CFB
479
Cullen/Frost Bankers
Texas
$15K -$61.3K -1,136 -80%
PP
480
Pacifica Partners
Canada
$15K – – –
VCM
481
Versant Capital Management
Arizona
$14K – – –
AAP
482
Arax Advisory Partners
Colorado
$13K +$13K +249 New
OA
483
Operose Advisors
Wisconsin
$13K +$13K +252 New
EWM
484
EPG Wealth Management
Georgia
$12K -$12.1K -227 -50%
VFA
485
Values First Advisors
Tennessee
$12K -$1.62K -31 -12%
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K – – –
KFI
487
Key Financial Inc
Pennsylvania
$12K +$1.95K +37 +19%
HIA
488
Harbor Investment Advisory
Maryland
$11K – – –
ACM
489
Antonetti Capital Management
Florida
$11K – – –
TWM
490
Tradition Wealth Management
Minnesota
$10K +$2.46K +45 +33%
TRCT
491
Tower Research Capital (TRC)
New York
$10K +$5K +94 +100%
ZIG
492
Zullo Investment Group
Pennsylvania
$10K +$10K +192 New
CFCI
493
Comprehensive Financial Consultants Institutional
Indiana
$10K +$10K +199 New
SBL
494
Sargent Bickham Lagudis
Colorado
$9K -$172K -3,282 -95%
CB
495
CNB Bank
Pennsylvania
$9K – – –
FPS
496
Fieldpoint Private Securities
Connecticut
$9K – – –
JWA
497
JFS Wealth Advisors
Pennsylvania
$9K +$9K +171 New
GWM
498
Geneos Wealth Management
Colorado
$8K – – –
LFG
499
Larson Financial Group
Missouri
$8K +$329 +6 +4%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +151 New
18 19
20
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