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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

530 hedge funds and large institutions have $12.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 185 increasing their positions, 195 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-9
Holders Change %
-1.67%
% of All Funds
8.39%
Holding in Top 10
33
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-31.25%
% of All Funds
0.52%
New
77
Increased
185
Reduced
195
Closed
74
Calls
–
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$526M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.67B
3
Ameriprise
3
Ameriprise
Minnesota
$101M
4
AssetMark Inc
4
AssetMark Inc
California
$319M
5
Jane Street
5
Jane Street
New York
$29.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.19B
2
GPC
2
Garrison Point Capital
California
$0
3
MIS
3
Morningstar Investment Services
Illinois
$29.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$316M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
526
Ten Capital Wealth Advisors
Washington
$1K +$1K +22 New
JGCM
527
Joseph Group Capital Management
Ohio
$1K +$1K +26 New
UCB
528
United Community Bank
South Carolina
$251 +$251 +5 New
GPC
529
Garrison Point Capital
California
– -$69.9M -1,322,000 Closed
CIAS
530
CBIZ Investment Advisory Services
Ohio
– -$35.4M -670,781 Closed
Susquehanna International Group
531
Susquehanna International Group
Pennsylvania
– -$13.6M -256,691 Closed
SAMC
532
Spectrum Asset Management (California)
California
– -$11.2M -211,229 Closed
1CP
533
1607 Capital Partners
Virginia
– -$10.8M -203,650 Closed
VA
534
Verdad Advisers
Massachusetts
– -$10.2M -193,000 Closed
SKK
535
Shepherd Kaplan Krochuk
Massachusetts
– -$9.1M -172,186 Closed
AA
536
ALPS Advisors
Colorado
– -$7.26M -137,422 Closed
FTUS
537
Flow Traders U.S.
New York
– -$7.19M -136,059 Closed
MIM
538
Morningstar Investment Management
Illinois
– -$6.22M -117,684 Closed
BWM
539
Brickley Wealth Management
California
– -$5.96M -112,764 Closed
BA
540
Ballew Advisors
Mississippi
– -$3.98M -76,362 Closed
WSWA
541
Warren Street Wealth Advisors
California
– -$3.56M -67,456 Closed
BCM
542
Blume Capital Management
California
– -$2.93M -55,487 Closed
FHC
543
First Heartland Consultants
Missouri
– -$2.72K -51,540 Closed
NCM
544
Northland Capital Management
Minnesota
– -$2.41M -45,662 Closed
SJIA
545
St. James Investment Advisors
New York
– -$1.88M -35,661 Closed
WFA
546
Websterrogers Financial Advisors
South Carolina
– -$1.62M -30,735 Closed
ZIM
547
Zacks Investment Management
Illinois
– -$1.46M -27,574 Closed
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
– -$1.14M -21,480 Closed
CFO
549
Custos Family Office
Texas
– -$1.09M -20,641 Closed
Janus Henderson Group
550
Janus Henderson Group
United Kingdom
– -$1.06M -19,986 Closed
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