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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

478 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
8.34%
Holding in Top 10
44
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.98%
% of All Funds
0.77%
New
49
Increased
217
Reduced
141
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.6B
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Bank of America
Bank of America
North Carolina
$2.43B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$536M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$979M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$333M
2
Wells Fargo
Wells Fargo
California
$177M
3
Jane Street
Jane Street
New York
$10.6M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$32.6M
5
MNG
Manning & Napier Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
501
Two Sigma Securities
New York
– -$248K -4,639 Closed
CAI
502
Capital Advisors Inc
Oklahoma
– -$246K -4,612 Closed
AUB
503
Atlantic Union Bankshares
Virginia
– -$244K -4,569 Closed
LIA
504
LBMC Investment Advisors
Tennessee
– -$237K -4,447 Closed
PHS
505
Pekin Hardy Strauss
Illinois
– -$234K -4,388 Closed
TGAM
506
TBH Global Asset Management
Tennessee
– -$234K -4,376 Closed
PWA
507
Physician Wealth Advisors
Utah
– -$214K -4,015 Closed
BFA
508
Beacon Financial Advisory
Ohio
– -$213K -3,997 Closed
CAC
509
Certified Advisory Corp
Florida
– -$157K -2,939 Closed
WAP
510
Wealthcare Advisory Partners
Pennsylvania
– -$88K -1,653 Closed
ACM
511
Allred Capital Management
Texas
– -$76K -1,424 Closed
APWM
512
Atlas Private Wealth Management
New York
– -$65K -1,224 Closed
CCA
513
Column Capital Advisors
Indiana
– -$49K -917 Closed
AA
514
AlphaMark Advisors
Kentucky
– -$37K -700 Closed
HFA
515
HC Financial Advisors
California
– -$8K -157 Closed
M
516
MOTCO
Texas
– -$8K -155 Closed
WT
517
Washington Trust
Rhode Island
– -$6K -114 Closed
TC
518
Trust Company
Kansas
– -$6K -113 Closed
FP
519
Fiduciary Planning
Florida
– -$5K -87 Closed
CWP
520
Concord Wealth Partners
Virginia
– -$4K -75 Closed
FFA
521
Freedman Financial Associates
Massachusetts
– -$1K -28 Closed
S
522
SignatureFD
Georgia
– -$1K -19 Closed
PCA
523
Providence Capital Advisors
North Carolina
– -$1K -17 Closed
FF
524
FourThought Financial
Florida
– -$1K -17 Closed
17 18 19 20
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