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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

530 hedge funds and large institutions have $12.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 185 increasing their positions, 195 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-9
Holders Change %
-1.67%
% of All Funds
8.39%
Holding in Top 10
33
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-31.25%
% of All Funds
0.52%
New
77
Increased
185
Reduced
195
Closed
74
Calls
–
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$526M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.67B
3
Ameriprise
3
Ameriprise
Minnesota
$101M
4
AssetMark Inc
4
AssetMark Inc
California
$319M
5
Jane Street
5
Jane Street
New York
$29.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.19B
2
GPC
2
Garrison Point Capital
California
$0
3
MIS
3
Morningstar Investment Services
Illinois
$29.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$316M
5
CIAS
5
CBIZ Investment Advisory Services
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
101
Bailard
California
$7.65M +$1.21M +24,058 +19%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$7.59M +$666K +13,298 +10%
EA
103
Evolution Advisers
Virginia
$7.49M +$125K +2,493 +2%
CFGS
104
Concourse Financial Group Securities
Alabama
$7.46M -$1.78M -35,529 -19%
ONB
105
Old National Bancorp
Indiana
$7.37M +$562K +11,228 +8%
TA
106
Tiedemann Advisors
New York
$7.2M +$651K +12,989 +10%
BRWA
107
B. Riley Wealth Advisors
Florida
$7.15M +$96.4K +1,924 +1%
CFAM
108
Coury Firm Asset Management
Pennsylvania
$7.09M +$520K +10,377 +8%
IA
109
IndexIQ Advisors
New York
$6.87M -$13M -259,961 -65%
APC
110
Aspire Private Capital
North Carolina
$6.65M +$407K +8,122 +7%
EWA
111
EverSource Wealth Advisors
Alabama
$6.21M -$286K -5,707 -4%
BA
112
Bridge Advisory
California
$6.2M -$1.31M -26,159 -17%
BFM
113
Boothbay Fund Management
New York
$6.18M +$6.18M +123,384 New
SWM
114
SigFig Wealth Management
California
$6.12M -$190K -3,598 -3%
HFS
115
Horizon Financial Services
North Carolina
$6.06M -$355K -7,086 -6%
CFAM
116
Center For Asset Management
Florida
$6.04M +$101K +2,015 +2%
MFG
117
Merit Financial Group
Georgia
$6.04M +$6.04M +120,604 New
PCOC
118
Power Corp of Canada
Canada
$6.03M +$6.03M +120,400 New
FNT
119
First National Trust
Pennsylvania
$5.91M +$1.2M +23,939 +25%
CCG
120
Chatham Capital Group
Georgia
$5.68M -$733K -14,630 -11%
ICMP
121
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.55M +$233K +4,649 +4%
VIA
122
Vickerman Investment Advisors
Washington
$5.44M -$2.39M -50,233 -31%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$5.18M -$12.7M -253,167 -71%
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$5.13M -$1.19M -23,759 -19%
ACM
125
AlphaStar Capital Management
North Carolina
$5.09M +$1.25M +24,906 +32%
3 4
5
6 7