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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$6.31M -$1.3M -24,444 -17%
AA
127
ALPS Advisors
Colorado
$6.13M +$188K +3,520 +3%
BCM
128
Blume Capital Management
California
$6.05M +$1.82M +34,025 +43%
MPWT
129
MassMutual Private Wealth & Trust
Connecticut
$5.94M +$275K +5,147 +5%
ICMP
130
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.67M +$361K +6,760 +7%
MWC
131
MBM Wealth Consultants
Missouri
$5.63M +$361K +6,756 +7%
APC
132
Aspire Private Capital
North Carolina
$5.62M +$1.15M +21,601 +26%
CST
133
Charles Schwab Trust
Nevada
$5.52M -$295K -5,520 -5%
NEAM
134
New England Asset Management
Connecticut
$5.29M – – –
ONB
135
Old National Bancorp
Indiana
$5.27M +$2.25M +42,191 +75%
Prudential Financial
136
Prudential Financial
New Jersey
$5.11M +$1.36M +25,497 +36%
BWM
137
Brickley Wealth Management
California
$5.11M +$130K +2,438 +3%
BCA
138
Biltmore Capital Advisors
New Jersey
$4.92M -$598K -11,197 -11%
SWM
139
SigFig Wealth Management
California
$4.81M +$1M +18,737 +26%
FNT
140
First National Trust
Pennsylvania
$4.73M +$241K +4,506 +5%
SP
141
Symmetry Partners
Connecticut
$4.67M +$657K +12,310 +16%
MMA
142
Miracle Mile Advisors
California
$4.37M -$2.56M -48,033 -37%
EP
143
Eudaimonia Partners
Tennessee
$4.33M +$2.5M +46,774 +136%
CCA
144
Checchi Capital Advisers
California
$4.3M +$139K +2,611 +3%
GWM
145
Gitterman Wealth Management
New Jersey
$4.3M +$4.3M +80,476 New
FA
146
FC Advisory
Pennsylvania
$4.11M +$99.8K +1,871 +2%
PA
147
PFG Advisors
Arizona
$4.1M +$772K +14,465 +23%
CIP
148
Capital Insight Partners
Arizona
$4.09M -$78K -1,462 -2%
EA
149
Emerald Advisors
Washington
$3.97M +$50.2K +941 +1%
FNBOH
150
First National Bank of Hutchinson
Kansas
$3.97M -$14.7M -275,230 -79%
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