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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

539 hedge funds and large institutions have $13.7B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 199 increasing their positions, 171 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+49
Holders Change %
+10%
% of All Funds
8.32%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.74%
New
107
Increased
199
Reduced
171
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.81B
2
CSIA
Charles Schwab Investment Advisory
California
$3.79B
3
CIAS
CBIZ Investment Advisory Services
Ohio
$35.4M
4
KeyBank National Association
KeyBank National Association
Ohio
$136M
5
AF
Allworth Financial
California
$24M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$78.9M
2
B
Bailard
California
$6.8M
3
GPC
Garrison Point Capital
California
$69.9M
4
AA
AlphaCentric Advisors
Puerto Rico
$69.9M
5
MNG
Manning & Napier Group
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
126
Aspire Private Capital
North Carolina
$6.59M +$235K +4,445 +4%
SWM
127
SigFig Wealth Management
California
$6.38M +$463K +8,677 +8%
CFAM
128
Center For Asset Management
Florida
$6.27M -$209K -3,952 -3%
Jane Street
129
Jane Street
New York
$6.24M -$24.6M -465,669 -80%
MIM
130
Morningstar Investment Management
Illinois
$6.22M -$3.99M -75,430 -39%
CCA
131
Checchi Capital Advisers
California
$6.18M +$812K +15,372 +15%
CYG
132
Clean Yield Group
Vermont
$5.98M -$1.43M -26,986 -19%
BWM
133
Brickley Wealth Management
California
$5.96M +$473K +8,945 +9%
ICMP
134
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.61M +$36.6K +692 +0.7%
HP
135
HT Partners
Connecticut
$5.02M -$1.7M -32,106 -25%
FNT
136
First National Trust
Pennsylvania
$4.97M +$37.2K +704 +0.8%
CCFM
137
Clear Creek Financial Management
Washington
$4.96M +$332K +6,290 +7%
EA
138
Echo45 Advisors
California
$4.77M +$4.77M +90,286 New
SLWA
139
San Luis Wealth Advisors
California
$4.7M +$3.63M +68,622 +337%
CM
140
Columbus Macro
Pennsylvania
$4.7M -$5.04M -95,408 -52%
HHRDM
141
H&H Retirement Design & Management
Nevada
$4.68M +$4.68M +91,645 New
PFM
142
Phillips Financial Management
Indiana
$4.67M +$320K +6,053 +7%
Mariner
143
Mariner
Kansas
$4.54M +$2.95M +55,799 +186%
FC
144
Family CFO
California
$4.53M +$4.53M +85,676 New
FA
145
FC Advisory
Pennsylvania
$4.53M -$99.6K -1,884 -2%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$4.5M -$21.9K -411 -0.5%
SW
147
Simplicity Wealth
New Jersey
$4.37M +$4.37M +82,699 New
FFA
148
First Foundation Advisors
California
$4.27M +$899K +17,019 +27%
BCM
149
Beaumont Capital Management
Massachusetts
$4.24M +$3M +56,747 +242%
PA
150
PFG Advisors
Arizona
$4.05M -$230K -4,359 -5%
4 5
6
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