VMBS icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
VWA
76
Visionary Wealth Advisors
Illinois
$14.1M 264,936 -13,835 -5%
Fisher Asset Management
77
Fisher Asset Management
Washington
$13.9M 261,264 -1,445,415 -85%
UAS
78
United Asset Strategies
New York
$13.7M 256,520 +12,774 +5%
MPW
79
MA Private Wealth
California
$13.5M 253,795 -8,205 -3%
TTWM
80
TCV Trust & Wealth Management
Virginia
$12.9M 242,263 +20,011 +9%
UCFA
81
United Capital Financial Advisors
Texas
$12.9M 241,154 +106,019 +78%
IA
82
IndexIQ Advisors
New York
$12.2M 227,893 +192,952 +552%
BBNA
83
Bremer Bank National Association
Minnesota
$11.5M 215,435 +15,756 +8%
SFA
84
Sequoia Financial Advisors
Ohio
$11.1M 207,238 +40,388 +24%
DP
85
Divergent Planning
Maryland
$10.9M 202,587 +22,351 +12%
FA
86
Faithward Advisors
Pennsylvania
$10.8M 201,721 -13,407 -6%
PA
87
Parkside Advisors
California
$10.7M 201,256 +54,837 +37%
AllianceBernstein
88
AllianceBernstein
Tennessee
$10.7M 200,485 +7,975 +4%
TCWA
89
Ten Capital Wealth Advisors
Washington
$10.5M 196,798 +19,320 +11%
MIM
90
Morningstar Investment Management
Illinois
$10.3M 193,114 +21,666 +13%
CM
91
Columbus Macro
Pennsylvania
$10.1M 188,950 +64,633 +52%
CFGS
92
Concourse Financial Group Securities
Alabama
$10M 188,104 +18,045 +11%
GWMIA
93
Global Wealth Management Investment Advisory
Florida
$9.39M 175,917 +5,178 +3%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$9.32M 174,678 +24,553 +16%
USAA
95
United Services Automobile Association
Texas
$9.12M 170,946 +170,946 New
MIA
96
MainStreet Investment Advisors
Illinois
$9.11M 170,690 -32,354 -16%
CFG
97
Citizens Financial Group
Rhode Island
$9.09M 170,266 +10,672 +7%
CW
98
CreativeOne Wealth
Kansas
$9.08M 170,125 +20,398 +14%
Betterment LLC
99
Betterment LLC
New York
$9.04M 169,460 +25,543 +18%
FIM
100
Freedom Investment Management
Connecticut
$9M 168,685 +81,150 +93%
2 3
4
5 6