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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 %
BPA
551
Beacon Pointe Advisors
California
– -$1.06M -19,826 Closed
DWT
552
Dorsey & Whitney Trust
South Dakota
– -$609K -11,420 Closed
SS
553
Simplicity Solutions
Minnesota
– -$578K -10,853 Closed
TSS
554
Two Sigma Securities
New York
– -$416K -7,811 Closed
RT
555
Rockland Trust
Massachusetts
– -$409K -7,677 Closed
WS
556
Wedbush Securities
California
– -$385K -7,222 Closed
MCWS
557
McKinley Carter Wealth Services
West Virginia
– -$351K -6,593 Closed
CCA
558
Cobblestone Capital Advisors
New York
– -$337K -6,330 Closed
WAP
559
Wealthcare Advisory Partners
Pennsylvania
– -$300K -5,634 Closed
LWM
560
Liberty Wealth Management
California
– -$266K -5,024 Closed
WSFS
561
Wilmington Savings Fund Society
Delaware
– -$221K -4,142 Closed
SL
562
SWMG LLC
Texas
– -$218K -4,094 Closed
MWM
563
Merriman Wealth Management
Washington
– -$205K -3,847 Closed
PCFFS
564
Pacific Center for Financial Services
California
– -$49K -920 Closed
AWA
565
Arkadios Wealth Advisors
Georgia
– -$48K -913 Closed
CCM
566
Covington Capital Management
California
– -$38K -708 Closed
JPLA
567
Joseph P. Lucia & Associates
New York
– -$27K -500 Closed
BW
568
Bison Wealth
Georgia
– -$23K -437 Closed
JCM
569
Jacobi Capital Management
Pennsylvania
– -$20K -383 Closed
CDIA
570
Capital Directions Investment Advisors
Georgia
– -$17K -318 Closed
RCA
571
Ranch Capital Advisors
Florida
– -$14K -262 Closed
KIG
572
Kowal Investment Group
Wisconsin
– -$14K -260 Closed
AWM
573
Avior Wealth Management
Nebraska
– -$7K -140 Closed
BCMIO
574
Beacon Capital Management Inc (Ohio)
Ohio
– -$7K -137 Closed
RIA
575
RPG Investment Advisory
California
– -$6K -120 Closed
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