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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.

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
1
Bank of America
North Carolina
$2.81B
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.79B
3
CIAS
3
CBIZ Investment Advisory Services
Ohio
$35.4M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$136M
5
AF
5
Allworth Financial
California
$24M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$78.9M
2
B
2
Bailard
California
$6.8M
3
AA
3
AlphaCentric Advisors
Puerto Rico
$69.9M
4
GPC
4
Garrison Point Capital
California
$69.9M
5
MNG
5
Manning & Napier Group
New York
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$26.4M 499,094 +18,477 +4%
ZIG
52
Zurich Insurance Group
Switzerland
$24.7M 467,648 +172,135 +58%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$24.1M 456,239 +6,746 +2%
AF
54
Allworth Financial
California
$24M 455,116 +454,995 +376,029%
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$23.2M 439,600 +30,203 +7%
RWM
56
RKL Wealth Management
Pennsylvania
$22.7M 429,027 +5,499 +1%
Truist Financial
57
Truist Financial
North Carolina
$21.4M 405,756 +46,430 +13%
TLFA
58
True Link Financial Advisors
California
$21.2M 401,395 -16,809 -4%
WPWM
59
Windward Private Wealth Management
Kansas
$21M 397,371 +16,957 +4%
IA
60
IndexIQ Advisors
New York
$21M 397,095 +350,738 +757%
Victory Capital Management
61
Victory Capital Management
Texas
$20.6M 390,596 – –
5L
62
55I LLC
Massachusetts
$20.3M 384,256 -10,319 -3%
AT
63
American Trust
Kentucky
$20.2M 382,229 +382,229 New
FLA
64
Financial Life Advisors
Texas
$20M 378,521 +13,009 +4%
PAS
65
Park Avenue Securities
New York
$19.5M 368,139 +2,588 +0.7%
ERIM
66
Eagle Ridge Investment Management
Connecticut
$19.4M 366,647 -108,910 -23%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$18.8M 356,590 +20,983 +6%
MD
68
Money Design
Japan
$18.7M 354,032 +3,557 +1%
MML Investors Services
69
MML Investors Services
Massachusetts
$18.1M 341,759 -60,557 -15%
Invesco
70
Invesco
Georgia
$18M 340,012 +66,478 +24%
HWA
71
Heartwood Wealth Advisors
Virginia
$16.8M 318,066 -2,753 -0.9%
AFS
72
Annapolis Financial Services
Maryland
$16M 302,402 -8,445 -3%
PA
73
Parkside Advisors
California
$15.7M 297,220 +27,403 +10%
TTWM
74
TCV Trust & Wealth Management
Virginia
$15.3M 290,034 +21,320 +8%
VWA
75
Visionary Wealth Advisors
Illinois
$15M 284,524 +20,414 +8%
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