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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

478 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 50 closing their positions.

Holders
478
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
8.34%
Holding in Top 10
44
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.98%
% of All Funds
0.77%
New
49
Increased
217
Reduced
141
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.6B
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
Bank of America
3
Bank of America
North Carolina
$2.43B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$536M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$979M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$333M
2
Wells Fargo
2
Wells Fargo
California
$177M
3
Jane Street
3
Jane Street
New York
$10.6M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$32.6M
5
MNG
5
Manning & Napier Group
New York
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PG
76
Proffitt & Goodson
Tennessee
$15.9M 297,675 +5,953 +2%
AAMA
77
Advanced Asset Management Advisors
Ohio
$15.1M 283,000 – –
Invesco
78
Invesco
Georgia
$14.7M 275,928 +275,928 New
TTWM
79
TCV Trust & Wealth Management
Virginia
$14.5M 270,871 +28,608 +12%
UAS
80
United Asset Strategies
New York
$14.4M 269,746 +13,226 +5%
AllianceBernstein
81
AllianceBernstein
Tennessee
$14.4M 269,163 +68,678 +34%
VWA
82
Visionary Wealth Advisors
Illinois
$13.4M 251,074 -13,862 -5%
PA
83
Parkside Advisors
California
$13M 243,255 +41,999 +21%
MPW
84
MA Private Wealth
California
$12.9M 242,463 -11,332 -4%
SKK
85
Shepherd Kaplan Krochuk
Massachusetts
$12.9M 241,857 -43,847 -15%
ZIG
86
Zurich Insurance Group
Switzerland
$12.8M 239,407 +239,407 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$11.8M 221,473 +46,795 +27%
BBNA
88
Bremer Bank National Association
Minnesota
$11.8M 220,206 +4,771 +2%
SFA
89
Sequoia Financial Advisors
Ohio
$11.6M 217,884 +10,646 +5%
TCWA
90
Ten Capital Wealth Advisors
Washington
$11.1M 207,354 +10,556 +5%
1WM
91
1900 Wealth Management
Texas
$10.9M 204,263 -11,290 -5%
FHA
92
First Horizon Advisors
Tennessee
$10.9M 203,877 +54,869 +37%
BCM
93
Brookstone Capital Management
Illinois
$10.8M 203,390 +69,636 +52%
Jane Street
94
Jane Street
New York
$10.6M 198,815 -690,195 -78%
CFGS
95
Concourse Financial Group Securities
Alabama
$10.4M 194,094 +5,990 +3%
MIM
96
Morningstar Investment Management
Illinois
$10.3M 193,114 – –
GWMIA
97
Global Wealth Management Investment Advisory
Florida
$10.1M 189,694 +13,777 +8%
CM
98
Columbus Macro
Pennsylvania
$10.1M 189,575 +625 +0.3%
WWM
99
Wiser Wealth Management
Georgia
$9.74M 182,410 +16,370 +10%
Betterment LLC
100
Betterment LLC
New York
$9.54M 178,790 +9,330 +6%
2 3
4
5 6