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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 %
EA
126
Echo45 Advisors
California
$5.08M +$554K +11,050 +12%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$5.06M +$838K +16,724 +20%
FIM
128
Freedom Investment Management
Connecticut
$4.88M -$3.71M -74,145 -43%
HP
129
HT Partners
Connecticut
$4.85M +$86.3K +1,723 +2%
SFA
130
Semmax Financial Advisors
North Carolina
$4.75M +$2.01M +40,140 +73%
HHRDM
131
H&H Retirement Design & Management
Nevada
$4.71M +$227K +4,643 +5%
SLWA
132
San Luis Wealth Advisors
California
$4.7M – – –
CM
133
Columbus Macro
Pennsylvania
$4.56M +$109K +2,167 +2%
FPCP
134
Fort Point Capital Partners
California
$4.56M +$4.02M +80,277 +749%
PFM
135
Phillips Financial Management
Indiana
$4.45M +$17.2K +343 +0.4%
CCFM
136
Clear Creek Financial Management
Washington
$4.41M -$296K -5,909 -6%
CAN
137
Cetera Advisor Networks
California
$4.35M +$925K +18,472 +27%
LI
138
LMCG Investments
Massachusetts
$4.34M +$4.34M +86,559 New
FC
139
Family CFO
California
$4.2M -$95.2K -1,900 -2%
Mariner
140
Mariner
Kansas
$4.19M -$111K -2,222 -3%
FA
141
FC Advisory
Pennsylvania
$4.08M -$212K -4,236 -5%
WJA
142
Willis Johnson & Associates
Texas
$3.81M +$3.81M +76,105 New
SFP
143
Strategic Financial Partners
Oregon
$3.61M +$966K +19,275 +36%
Nomura Asset Management
144
Nomura Asset Management
Japan
$3.6M +$3.6M +71,900 New
CWM
145
Connecticut Wealth Management
Connecticut
$3.4M +$3.15M +62,870 +1,257%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$3.39M -$55.6K -1,111 -2%
HIM
147
Hanlon Investment Management
New Jersey
$3.38M -$355K -7,085 -10%
UA
148
Unison Advisors
District of Columbia
$3.38M +$890K +17,757 +36%
EWA
149
EP Wealth Advisors
California
$3.35M -$232K -4,638 -6%
PA
150
PFG Advisors
Arizona
$3.28M -$568K -11,340 -15%
4 5
6
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