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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

485 hedge funds and large institutions have $12B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 237 increasing their positions, 126 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+16
Holders Change %
+3.41%
% of All Funds
8.54%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.93%
New
58
Increased
237
Reduced
126
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.33B
2
CSIA
2
Charles Schwab Investment Advisory
California
$2.9B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$917M
4
Charles Schwab
4
Charles Schwab
California
$474M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$473M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.42M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$13.9M
3
ECM
3
Evergreen Capital Management
Washington
$80.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MNG
5
Manning & Napier Group
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIM
51
Eagle Ridge Investment Management
Connecticut
$23.8M +$1.49M +27,859 +7%
AA
52
Advisory Alpha
Michigan
$23.5M +$23.5M +440,990 New
RWM
53
RKL Wealth Management
Pennsylvania
$21.9M +$1.29M +24,206 +6%
ACM
54
Advisors Capital Management
New Jersey
$20.7M +$422K +7,906 +2%
SAMC
55
Spectrum Asset Management (California)
California
$20.5M +$292K +5,462 +1%
TLFA
56
True Link Financial Advisors
California
$20.2M +$2.43M +45,534 +14%
WPWM
57
Windward Private Wealth Management
Kansas
$20M +$2.55M +47,714 +15%
MML Investors Services
58
MML Investors Services
Massachusetts
$19.2M +$3.3M +61,925 +21%
PAS
59
Park Avenue Securities
New York
$19.1M +$8.62M +161,493 +83%
Truist Financial
60
Truist Financial
North Carolina
$18.9M -$1.06M -19,945 -5%
TFA
61
Tobias Financial Advisors
Florida
$18.7M +$18.7M +349,587 New
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$18.1M +$18.1M +339,902 New
MD
63
Money Design
Japan
$17.7M +$486K +9,111 +3%
FLA
64
Financial Life Advisors
Texas
$17.4M +$574K +10,747 +3%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$17.3M +$1.93M +36,103 +13%
HWA
66
Heartwood Wealth Advisors
Virginia
$16.4M +$1.42M +26,526 +9%
EFSCE
67
Enterprise Financial Services Corp (EFSC)
Missouri
$16.2M +$862K +16,160 +6%
OFS
68
OneAscent Financial Services
Alabama
$15.7M +$7.4M +138,635 +89%
PG
69
Proffitt & Goodson
Tennessee
$15.6M +$3.83M +71,713 +33%
AFS
70
Annapolis Financial Services
Maryland
$15.5M +$302K +5,664 +2%
5L
71
55I LLC
Massachusetts
$15.4M +$1.9M +35,589 +14%
SKK
72
Shepherd Kaplan Krochuk
Massachusetts
$15.2M -$3.76M -70,411 -20%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$15.2M -$4.9M -91,749 -24%
AAMA
74
Advanced Asset Management Advisors
Ohio
$15.1M – – –
DCM
75
DeGreen Capital Management
Arizona
$14.7M -$40.3K -1,107 -0.3%
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3
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