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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

490 hedge funds and large institutions have $13.5B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 232 increasing their positions, 143 reducing their positions, and 32 closing their positions.

Holders
490
Holders Change
+12
Holders Change %
+2.51%
% of All Funds
8.61%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.81%
New
51
Increased
232
Reduced
143
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.64B
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.74B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.02B
4
Stifel Financial
4
Stifel Financial
Missouri
$235M
5
MG
5
Mather Group
Illinois
$294M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$411M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.5M
3
Wells Fargo
3
Wells Fargo
California
$126M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$34.5M
5
MNG
5
Manning & Napier Group
New York
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFAM
126
Center For Asset Management
Florida
$6.53M +$46.1K +866 +0.7%
HFS
127
Horizon Financial Services
North Carolina
$6.45M +$1.59M +29,797 +33%
APC
128
Aspire Private Capital
North Carolina
$6.41M +$41.9K +787 +0.7%
MPWT
129
MassMutual Private Wealth & Trust
Connecticut
$6.21M +$259K +4,869 +4%
SWM
130
SigFig Wealth Management
California
$5.91M +$602K +11,292 +11%
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$5.89M +$27.7K +520 +0.5%
BCM
132
Blume Capital Management
California
$5.86M -$101K -1,900 -2%
SP
133
Symmetry Partners
Connecticut
$5.84M +$685K +12,855 +13%
ICMP
134
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.62M -$215K -4,043 -4%
BWM
135
Brickley Wealth Management
California
$5.53M +$101K +1,890 +2%
CCA
136
Checchi Capital Advisers
California
$5.41M +$724K +13,583 +15%
BCA
137
Biltmore Capital Advisors
New Jersey
$5.26M -$56K -1,050 -1%
FNT
138
First National Trust
Pennsylvania
$4.97M +$267K +5,007 +6%
EA
139
Emerald Advisors
Washington
$4.72M +$168K +3,145 +4%
CCFM
140
Clear Creek Financial Management
Washington
$4.67M +$692K +12,990 +17%
FA
141
FC Advisory
Pennsylvania
$4.66M +$318K +5,964 +7%
Kovitz Investment Group Partners
142
Kovitz Investment Group Partners
Illinois
$4.62M -$60K -1,125 -1%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$4.51M +$21.9K +411 +0.5%
PFM
144
Phillips Financial Management
Indiana
$4.39M +$2.91M +54,664 +198%
PA
145
PFG Advisors
Arizona
$4.32M +$36.6K +686 +0.9%
FI
146
Financial Insights
Washington
$4.18M -$2.61M -48,894 -38%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$4.15M +$465K +8,692 +13%
MIA
148
MainStreet Investment Advisors
Illinois
$4.02M -$1.1M -20,574 -21%
USAA
149
United Services Automobile Association
Texas
$3.99M -$936K -17,574 -19%
HIM
150
Hanlon Investment Management
New Jersey
$3.79M +$134K +2,515 +4%
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6
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