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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 %
TIM
151
Tortoise Investment Management
New York
$3.85M +$3.85M +72,105 New
LWM
152
Lionsbridge Wealth Management
Florida
$3.84M +$40.6K +761 +1%
EWA
153
EP Wealth Advisors
California
$3.61M +$73.9K +1,385 +2%
Nomura Asset Management
154
Nomura Asset Management
Japan
$3.58M +$2.76M +51,700 +338%
AA
155
Alesco Advisors
New York
$3.57M – – –
HIM
156
Hanlon Investment Management
New Jersey
$3.51M +$506K +9,481 +17%
MA
157
Mutual Advisors
Nebraska
$3.48M +$1.49M +28,009 +75%
SFA
158
Semmax Financial Advisors
North Carolina
$3.37M +$452K +8,467 +15%
CS
159
Comerica Securities
Michigan
$3.27M -$1.03M -19,227 -24%
Vanguard Group
160
Vanguard Group
Pennsylvania
$3.22M +$1.75M +32,842 +120%
SIM
161
Sterling Investment Management
Arizona
$2.96M – – –
ACM
162
AlphaStar Capital Management
North Carolina
$2.96M +$718K +13,457 +32%
RIM
163
Rockbridge Investment Management
New York
$2.89M +$503K +9,428 +21%
FFA
164
First Foundation Advisors
California
$2.89M -$624K -11,684 -18%
BA
165
Bard Associates
Illinois
$2.79M +$29.4K +550 +1%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$2.78M -$16.4K -307 -0.6%
IDA
167
Intelligence Driven Advisers
California
$2.78M -$15.2K -284 -0.5%
KW
168
KWB Wealth
California
$2.77M -$2.49M -46,572 -47%
FHC
169
First Heartland Consultants
Missouri
$2.6M +$142K +2,662 +6%
ASN
170
Advisory Services Network
Georgia
$2.52M +$275K +5,159 +12%
FTS
171
Fifth Third Securities
Ohio
$2.51M -$50.6K -948 -2%
FPWM
172
FSB Premier Wealth Management
Iowa
$2.46M +$484K +9,072 +25%
WIC
173
Whitegate Investment Counselors
New Hampshire
$2.41M +$625K +11,711 +35%
NA
174
NewEdge Advisors
Louisiana
$2.34M -$336K -6,298 -13%
APSP
175
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.29M +$251K +4,703 +12%
5 6
7
8 9