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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 %
WWM
101
Wiser Wealth Management
Georgia
$8.86M 166,040 +24,812 +18%
DWP
102
Destiny Wealth Partners
Florida
$8.77M 164,232 -1,831 -1%
CCG
103
Chatham Capital Group
Georgia
$8.69M 162,855 +6,495 +4%
SIA
104
Sovereign Investment Advisors
Arizona
$8.34M 156,166 +259 +0.2%
SIA
105
Strategic Investment Advisors
Michigan
$8.24M 154,447 +10,289 +7%
RIG
106
RiverFront Investment Group
Virginia
$8.21M 153,786 -254 -0.2%
FHA
107
First Horizon Advisors
Tennessee
$7.95M 149,008 +26,747 +22%
CYG
108
Clean Yield Group
Vermont
$7.93M 148,561 +29,132 +24%
BHWM
109
Bay Harbor Wealth Management
Maryland
$7.86M 147,275 +13,322 +10%
Victory Capital Management
110
Victory Capital Management
Texas
$7.86M 147,175 – –
KAS
111
Kestra Advisory Services
Texas
$7.76M 145,417 +131,645 +956%
FI
112
Financial Insights
Washington
$7.63M 142,925 -8,216 -5%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$7.43M 139,234 +5,347 +4%
SWG
114
Summit Wealth Group
Vermont
$7.43M 139,159 +10,075 +8%
BA
115
Bridge Advisory
California
$7.18M 134,521 +14,670 +12%
PAG
116
Private Advisor Group
New Jersey
$7.16M 134,111 +25,547 +24%
BCM
117
Brookstone Capital Management
Illinois
$7.14M 133,754 +19,826 +17%
YIA
118
YHB Investment Advisors
Connecticut
$6.84M 127,675 +61,595 +93%
SEI Investments
119
SEI Investments
Pennsylvania
$6.82M 126,456 – –
TWA
120
Tillar-Wenstrup Advisors
Ohio
$6.82M 127,717 +5,503 +5%
HP
121
HT Partners
Connecticut
$6.62M 124,118 +11,553 +10%
PGFC
122
Peapack-Gladstone Financial Corp
New Jersey
$6.57M 123,177 -18,854 -13%
WAM
123
Wakefield Asset Management
Colorado
$6.56M 122,889 +8,591 +8%
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$6.35M 119,015 -6,437 -5%
CFAM
125
Center For Asset Management
Florida
$6.33M 118,649 +721 +0.6%
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5
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