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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 Holding Trade Value Shares
Change 		Shares
Change %
CST
126
Charles Schwab Trust
Nevada
$6.35M +$829K +15,543 +15%
AA
127
ALPS Advisors
Colorado
$6.04M -$87.5K -1,640 -1%
BCM
128
Blume Capital Management
California
$5.97M -$82.7K -1,550 -1%
MPWT
129
MassMutual Private Wealth & Trust
Connecticut
$5.96M +$21.6K +405 +0.4%
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$5.87M -$705K -13,201 -11%
ICMP
131
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.84M +$174K +3,252 +3%
ONB
132
Old National Bancorp
Indiana
$5.82M +$548K +10,270 +10%
CCM
133
Crabel Capital Management
California
$5.69M +$5.69M +106,540 New
BWM
134
Brickley Wealth Management
California
$5.44M +$330K +6,177 +6%
BCA
135
Biltmore Capital Advisors
New Jersey
$5.33M +$408K +7,644 +8%
SWM
136
SigFig Wealth Management
California
$5.32M +$512K +9,591 +11%
SP
137
Symmetry Partners
Connecticut
$5.17M +$505K +9,468 +11%
MIA
138
MainStreet Investment Advisors
Illinois
$5.12M -$3.99M -74,741 -44%
USAA
139
United Services Automobile Association
Texas
$4.94M -$4.19M -78,421 -46%
HFS
140
Horizon Financial Services
North Carolina
$4.87M +$4.87M +91,158 New
YIA
141
YHB Investment Advisors
Connecticut
$4.78M -$2.03M -38,085 -30%
FNT
142
First National Trust
Pennsylvania
$4.71M -$14.8K -277 -0.3%
CCA
143
Checchi Capital Advisers
California
$4.7M +$395K +7,395 +9%
Kovitz Investment Group Partners
144
Kovitz Investment Group Partners
Illinois
$4.68M -$1.67M -31,251 -26%
KFS
145
Kelly Financial Services
Massachusetts
$4.62M +$4.62M +246,570 +328,760%
EA
146
Emerald Advisors
Washington
$4.56M +$587K +10,992 +15%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$4.5M -$2.93M -54,987 -39%
FA
148
FC Advisory
Pennsylvania
$4.35M +$245K +4,588 +6%
PA
149
PFG Advisors
Arizona
$4.29M +$186K +3,491 +5%
CCFM
150
Clear Creek Financial Management
Washington
$3.99M +$3.99M +74,664 New
4 5
6
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