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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.

New
Increased
Maintained
Reduced
Closed
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
GPC
3
Garrison Point Capital
California
$69.9M
4
AA
4
AlphaCentric Advisors
Puerto Rico
$69.9M
5
MNG
5
Manning & Napier Group
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
76
Advanced Asset Management Advisors
Ohio
$15M – – –
HSBC Holdings
77
HSBC Holdings
United Kingdom
$14.1M -$664K -12,563 -4%
SFA
78
Sequoia Financial Advisors
Ohio
$13.9M +$11.7M +221,099 +520%
SEI Investments
79
SEI Investments
Pennsylvania
$13.7M +$5.14M +97,334 +60%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$13.6M +$11.3M +214,768 +512%
PG
81
Proffitt & Goodson
Tennessee
$13.4M +$216K +4,097 +2%
BCM
82
Brookstone Capital Management
Illinois
$13.2M +$1M +19,209 +8%
UAS
83
United Asset Strategies
New York
$12.5M -$3.5M -66,172 -22%
BBNA
84
Bremer Bank National Association
Minnesota
$11.8M +$39.4K +745 +0.3%
FHA
85
First Horizon Advisors
Tennessee
$11.6M +$340K +6,426 +3%
CW
86
CreativeOne Wealth
Kansas
$11.3M +$578K +10,939 +5%
SAMC
87
Spectrum Asset Management (California)
California
$11.2M -$4.62M -87,516 -29%
1CP
88
1607 Capital Partners
Virginia
$10.8M -$1.52M -28,700 -12%
Betterment LLC
89
Betterment LLC
New York
$10.4M -$298K -5,646 -3%
VA
90
Verdad Advisers
Massachusetts
$10.2M +$10.2M +193,000 New
CFGS
91
Concourse Financial Group Securities
Alabama
$9.74M -$258K -4,879 -3%
SWG
92
Summit Wealth Group
Vermont
$9.49M +$8.9M +168,384 +1,504%
MPW
93
MA Private Wealth
California
$9.46M -$3.59K -68 -0%
GWMIA
94
Global Wealth Management Investment Advisory
Florida
$9.44M -$347K -6,573 -4%
WCM
95
Wavelength Capital Management
Connecticut
$9.36M +$9.36M +177,168 New
Citadel Advisors
96
Citadel Advisors
Florida
$9.35M -$19.9M -375,957 -68%
SIA
97
Strategic Investment Advisors
Michigan
$9.22M +$125K +2,362 +1%
BHWM
98
Bay Harbor Wealth Management
Maryland
$9.18M +$420K +8,138 +5%
SKK
99
Shepherd Kaplan Krochuk
Massachusetts
$9.1M -$3.23M -61,065 -26%
FIM
100
Freedom Investment Management
Connecticut
$9.07M +$127K +2,405 +1%
2 3
4
5 6