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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 %
CWP
501
Concord Wealth Partners
Virginia
$8K +$8K +152 New
NFSG
502
Newbridge Financial Services Group
Florida
$7K -$56.3K -1,094 -89%
BWM
503
BerganKDV Wealth Management
Minnesota
$7K -$5.09K -93 -42%
ACK
504
Andrew C. Karlinski
$7K +$7K +139 New
RFA
505
Reilly Financial Advisors
California
$6K -$65.8K -1,151 -92%
HCP
506
Hexagon Capital Partners
Arkansas
$6K -$15.4K -298 -72%
FWM
507
Focused Wealth Management
New York
$6K – – –
BFC
508
Bedel Financial Consulting
Indiana
$6K – – –
WT
509
Whittier Trust
California
$6K – – –
SSB
510
Sandy Spring Bank
Maryland
$6K +$2.15K +38 +56%
AIC
511
Archer Investment Corporation
Indiana
$5.89K – – –
PSB
512
Piscataqua Savings Bank
New Hampshire
$5K -$12.8K -256 -72%
LWP
513
Lumature Wealth Partners
Georgia
$5K -$3.28K -57 -40%
NL
514
NVWM LLC
Pennsylvania
$5K – – –
MAWCM
515
Mine & Arao Wealth Creation & Management
California
$5K – – –
MAM
516
McCarthy Asset Management
California
$5K – – –
HFS
517
Hantz Financial Services
Michigan
$5K +$944 +17 +23%
SWM
518
Selective Wealth Management
Virginia
$5K +$5K +100 New
TF
519
Tompkins Financial
New York
$4K -$4.63K -88 -54%
JFA
520
JNBA Financial Advisors
Minnesota
$4K – – –
RG
521
Retirement Group
California
$4K – – –
TFA
522
Transamerica Financial Advisors
Florida
$3K – – –
TFGT
523
TS Financial Group (TSFG)
Illinois
$3K – – –
AHIA
524
Andrew Hill Investment Advisors
Florida
$3K +$3K +57 New
FHC
525
First Heartland Consultants
Missouri
$2.72K +$77 +1,458 +3%
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