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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 %
SCM
576
Southport Capital Management
Tennessee
– -$213K -4,031 Closed
AC
577
Apella Capital
Connecticut
– -$210K -3,983 Closed
PWA
578
Physician Wealth Advisors
Utah
– -$205K -3,917 Closed
GFP
579
Gryphon Financial Partners
Ohio
– -$206K -3,895 Closed
PWMG
580
Provence Wealth Management Group
California
– -$205K -3,880 Closed
SFM
581
Signet Financial Management
New Jersey
– -$130K -2,463 Closed
BHWM
582
Beaird Harris Wealth Management
Texas
– -$114K -2,151 Closed
EVM
583
Eaton Vance Management
Massachusetts
– -$86K -1,621 Closed
HI
584
Hudock Inc
Pennsylvania
– -$71K -1,350 Closed
GM
585
GeoWealth Management
Illinois
– -$71K -1,336 Closed
CWA
586
Clearview Wealth Advisors
Oregon
– -$63K -1,190 Closed
CFD
587
Creative Financial Designs
Indiana
– -$48K -900 Closed
EL
588
EMFO LLC
Florida
– -$33K -630 Closed
TC
589
Truvestments Capital
Florida
– -$28K -536 Closed
TFA
590
Toth Financial Advisory
Virginia
– -$18K -334 Closed
VCM
591
Versant Capital Management
Arizona
– -$14K -270 Closed
LWCFA
592
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$12K -235 Closed
CFCI
593
Comprehensive Financial Consultants Institutional
Indiana
– -$10K -199 Closed
JWA
594
JFS Wealth Advisors
Pennsylvania
– -$9K -171 Closed
FMII
595
Farmers & Merchants Investments Inc
Nebraska
– -$8K -151 Closed
AHIA
596
Andrew Hill Investment Advisors
Florida
– -$3K -57 Closed
TFA
597
Transamerica Financial Advisors
Florida
– -$3K -41 Closed
IAG
598
Investmark Advisory Group
Connecticut
– -$1K -28 Closed
FCAS
599
First Command Advisory Services
Texas
– -$1K -23 Closed
CWM
600
CarsonAllaria Wealth Management
Illinois
– -$1K -21 Closed
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