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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 %
VNA
526
Valley National Advisers
Pennsylvania
$2K +$1.17K +24 +141%
GEA
527
Glen Eagle Advisors
New Jersey
$1.37K – – –
FMP
528
Financial Management Professionals
Texas
$1K – – –
WA
529
Win Advisors
Florida
$1K +$1K +18 New
MFAM
530
M Financial Asset Management
Oregon
$1K +$1K +19 New
BWM
531
Baystate Wealth Management
Massachusetts
$1K +$1K +19 New
CWM
532
CarsonAllaria Wealth Management
Illinois
$1K +$1K +21 New
MFC
533
Morris Financial Concepts
South Carolina
$1K +$1K +21 New
FCAS
534
First Command Advisory Services
Texas
$1K +$1K +23 New
IAG
535
Investmark Advisory Group
Connecticut
$1K +$1K +28 New
ACM
536
Advisors Capital Management
New Jersey
– -$25.3M -475,196 Closed
TFA
537
Tobias Financial Advisors
Florida
– -$22.4M -421,224 Closed
WWM
538
Wiser Wealth Management
Georgia
– -$11.2M -209,462 Closed
OWM
539
OneAscent Wealth Management
Alabama
– -$10M -188,233 Closed
OFS
540
OneAscent Financial Services
Alabama
– -$8.48M -159,082 Closed
TWA
541
Tillar-Wenstrup Advisors
Ohio
– -$7.29M -136,798 Closed
SP
542
Symmetry Partners
Connecticut
– -$5.84M -109,728 Closed
EA
543
Emerald Advisors
Washington
– -$4.72M -88,572 Closed
CS
544
Comerica Securities
Michigan
– -$3.26M -61,115 Closed
WIC
545
Whitegate Investment Counselors
New Hampshire
– -$3.15M -59,068 Closed
CIBC World Market
546
CIBC World Market
Ontario, Canada
– -$2.77M -51,900 Closed
OMC
547
Old Mission Capital
Illinois
– -$2.48M -46,546 Closed
GAM
548
Gould Asset Management
California
– -$2.32M -43,452 Closed
Schroder Investment Management Group
549
Schroder Investment Management Group
United Kingdom
– -$1.58M -29,609 Closed
GRP
550
Global Retirement Partners
California
– -$1.07M -20,053 Closed
20 21
22
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