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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

490 hedge funds and large institutions have $13.5B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 232 increasing their positions, 143 reducing their positions, and 32 closing their positions.

Holders
490
Holders Change
+12
Holders Change %
+2.51%
% of All Funds
8.61%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.81%
New
51
Increased
232
Reduced
143
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.64B
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.74B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.02B
4
Stifel Financial
4
Stifel Financial
Missouri
$235M
5
MG
5
Mather Group
Illinois
$294M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$411M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.5M
3
Wells Fargo
3
Wells Fargo
California
$126M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$34.5M
5
MNG
5
Manning & Napier Group
New York
$27M
Name Market Value Shares Shares
Change 		Shares
Change %
EFSCE
76
Enterprise Financial Services Corp (EFSC)
Missouri
$16M 300,950 +2,378 +0.8%
SAMC
77
Spectrum Asset Management (California)
California
$15.9M 298,745 -96,649 -24%
ZIG
78
Zurich Insurance Group
Switzerland
$15.7M 295,513 +56,106 +23%
AAMA
79
Advanced Asset Management Advisors
Ohio
$15.1M 283,000 – –
HSBC Holdings
80
HSBC Holdings
United Kingdom
$14.9M 279,471 -305,743 -52%
Invesco
81
Invesco
Georgia
$14.6M 273,534 -2,394 -0.9%
PA
82
Parkside Advisors
California
$14.4M 269,817 +26,562 +11%
FTUS
83
Flow Traders U.S.
New York
$14.3M 269,188 +126,843 +89%
TTWM
84
TCV Trust & Wealth Management
Virginia
$14.3M 268,714 -2,157 -0.8%
VWA
85
Visionary Wealth Advisors
Illinois
$14.1M 264,110 +13,036 +5%
PG
86
Proffitt & Goodson
Tennessee
$13.3M 249,027 -48,648 -16%
SKK
87
Shepherd Kaplan Krochuk
Massachusetts
$12.4M 233,251 -8,606 -4%
BCM
88
Brookstone Capital Management
Illinois
$12.4M 233,466 +30,076 +15%
1CP
89
1607 Capital Partners
Virginia
$12.4M 232,350 +232,350 New
BBNA
90
Bremer Bank National Association
Minnesota
$11.8M 222,208 +2,002 +0.9%
FHA
91
First Horizon Advisors
Tennessee
$11.3M 212,842 +8,965 +4%
VIA
92
Vickerman Investment Advisors
Washington
$11.2M 210,969 +210,969 New
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$11.2M 210,032 -11,441 -5%
WWM
94
Wiser Wealth Management
Georgia
$11.2M 209,462 +27,052 +15%
Betterment LLC
95
Betterment LLC
New York
$10.8M 203,350 +24,560 +14%
CW
96
CreativeOne Wealth
Kansas
$10.8M 202,470 +34,851 +21%
PAG
97
Private Advisor Group
New Jersey
$10.4M 196,027 +63,287 +48%
MIM
98
Morningstar Investment Management
Illinois
$10.3M 193,114 – –
CFGS
99
Concourse Financial Group Securities
Alabama
$10.1M 189,219 -4,875 -3%
OWM
100
OneAscent Wealth Management
Alabama
$10M 188,233 +188,233 New
2 3
4
5 6