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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$21.9M 436,615 -18,501 -4%
TFA
52
Tobias Financial Advisors
Florida
$21.8M 435,757 +435,757 New
RWM
53
RKL Wealth Management
Pennsylvania
$21.7M 433,592 +4,565 +1%
5L
54
55I LLC
Massachusetts
$21.2M 423,581 +39,325 +10%
AWS
55
Atria Wealth Solutions
New York
$20.7M 413,632 +413,632 New
WPWM
56
Windward Private Wealth Management
Kansas
$20.4M 406,791 +9,420 +2%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$19.7M 397,764 +397,764 New
FLA
58
Financial Life Advisors
Texas
$19.6M 391,629 +13,108 +3%
PAS
59
Park Avenue Securities
New York
$19M 378,245 +10,106 +3%
Victory Capital Management
60
Victory Capital Management
Texas
$18.8M 390,596 – –
MD
61
Money Design
Japan
$18.7M 372,984 +18,952 +5%
ERIM
62
Eagle Ridge Investment Management
Connecticut
$18.5M 369,078 +2,431 +0.7%
AT
63
American Trust
Kentucky
$17.5M 349,762 -32,467 -8%
HWA
64
Heartwood Wealth Advisors
Virginia
$17.4M 347,498 +29,432 +9%
PA
65
Parkside Advisors
California
$17.3M 346,253 +49,033 +16%
MML Investors Services
66
MML Investors Services
Massachusetts
$15.9M 317,736 -24,023 -7%
Invesco
67
Invesco
Georgia
$15.7M 314,089 -25,923 -8%
TTWM
68
TCV Trust & Wealth Management
Virginia
$15.5M 309,215 +19,181 +7%
SFA
69
Sequoia Financial Advisors
Ohio
$15.2M 302,902 +39,265 +15%
AFS
70
Annapolis Financial Services
Maryland
$15M 298,431 -3,971 -1%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$14.5M 288,944 -150,656 -34%
PG
72
Proffitt & Goodson
Tennessee
$14.4M 286,929 +33,805 +13%
AAMA
73
Advanced Asset Management Advisors
Ohio
$14.2M 283,000 – –
BCM
74
Brookstone Capital Management
Illinois
$13.7M 281,573 +28,898 +11%
SEI Investments
75
SEI Investments
Pennsylvania
$11.7M 233,494 -26,597 -10%
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