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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 %
WSTAM
551
Wilbanks Smith & Thomas Asset Management
Virginia
– -$859K -16,266 Closed
SWM
552
SeaCrest Wealth Management
New York
– -$754K -14,278 Closed
IP
553
Ignite Planners
California
– -$637K -12,275 Closed
RA
554
RFG Advisory
Alabama
– -$647K -12,243 Closed
SFA
555
Seneca Financial Advisors
New York
– -$631K -11,944 Closed
FTS
556
Fifth Third Securities
Ohio
– -$620K -11,735 Closed
BTWM
557
Baker Tilly Wealth Management
Wisconsin
– -$597K -11,296 Closed
SDH
558
Sloy Dahl & Holst
Washington
– -$565K -10,600 Closed
EFSCE
559
Enterprise Financial Services Corp (EFSC)
Missouri
– -$535K -10,123 Closed
HAS
560
HBW Advisory Services
California
– -$515K -9,749 Closed
GC
561
Gilbert & Cook
Iowa
– -$446K -8,449 Closed
FNBOH
562
First National Bank of Hutchinson
Kansas
– -$404K -7,651 Closed
ARC
563
Advisor Resource Council
Texas
– -$367K -6,946 Closed
SAM
564
Summit Asset Management
Tennessee
– -$357K -6,760 Closed
AR
565
Apeiron RIA
Texas
– -$354K -6,699 Closed
AA
566
Alesco Advisors
New York
– -$348K -6,594 Closed
AL
567
ACAS LLC
California
– -$333K -6,306 Closed
PFP
568
Pinnacle Financial Partners
Tennessee
– -$309K -5,845 Closed
BFIM
569
Beese Fulmer Investment Management
Ohio
– -$281K -5,319 Closed
EWM
570
Empirical Wealth Management
Washington
– -$262K -4,964 Closed
MP
571
McDonald Partners
Ohio
– -$255K -4,831 Closed
BIP
572
Blueprint Investment Partners
North Carolina
– -$247K -4,670 Closed
SAS
573
Sage Advisory Services
Texas
– -$244K -4,610 Closed
TWM
574
Tanager Wealth Management
United Kingdom
– -$226K -4,281 Closed
BSB
575
Bangor Savings Bank
Maine
– -$214K -4,067 Closed
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