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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 %
BA
101
Bridge Advisory
California
$9.07M 169,932 +35,411 +26%
SIA
102
Strategic Investment Advisors
Michigan
$9.05M 169,476 +15,029 +10%
CW
103
CreativeOne Wealth
Kansas
$8.95M 167,619 -2,506 -1%
CCG
104
Chatham Capital Group
Georgia
$8.89M 166,530 +3,675 +2%
FIM
105
Freedom Investment Management
Connecticut
$8.79M 164,665 -4,020 -2%
KAS
106
Kestra Advisory Services
Texas
$8.69M 162,865 +17,448 +12%
CFG
107
Citizens Financial Group
Rhode Island
$8.58M 160,686 -9,580 -6%
SIA
108
Sovereign Investment Advisors
Arizona
$8.35M 156,459 +293 +0.2%
DWP
109
Destiny Wealth Partners
Florida
$8.3M 155,427 -8,805 -5%
SWG
110
Summit Wealth Group
Vermont
$8.28M 155,077 +15,918 +11%
BHWM
111
Bay Harbor Wealth Management
Maryland
$8.24M 154,339 +7,064 +5%
CYG
112
Clean Yield Group
Vermont
$7.89M 147,878 -683 -0.5%
Victory Capital Management
113
Victory Capital Management
Texas
$7.86M 147,175 – –
SEI Investments
114
SEI Investments
Pennsylvania
$7.66M 143,773 +17,317 +14%
FTUS
115
Flow Traders U.S.
New York
$7.6M 142,345 +142,345 New
RIG
116
RiverFront Investment Group
Virginia
$7.38M 138,181 -15,605 -10%
PAG
117
Private Advisor Group
New Jersey
$7.09M 132,740 -1,371 -1%
BFM
118
Boothbay Fund Management
New York
$7.06M 132,333 +132,333 New
TWA
119
Tillar-Wenstrup Advisors
Ohio
$7.04M 131,914 +4,197 +3%
BRWA
120
B. Riley Wealth Advisors
Florida
$6.71M 125,760 +7,498 +6%
HP
121
HT Partners
Connecticut
$6.71M 125,690 +1,572 +1%
CFAM
122
Center For Asset Management
Florida
$6.5M 121,714 +3,065 +3%
EP
123
Eudaimonia Partners
Tennessee
$6.46M 121,034 +39,880 +49%
APC
124
Aspire Private Capital
North Carolina
$6.37M 119,421 +14,145 +13%
Prudential Financial
125
Prudential Financial
New Jersey
$6.35M 118,940 +23,146 +24%
3 4
5
6 7