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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$3.6B
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Bank of America
Bank of America
North Carolina
$2.43B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$536M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$979M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$333M
2
Wells Fargo
Wells Fargo
California
$177M
3
Jane Street
Jane Street
New York
$10.6M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$32.6M
5
MNG
Manning & Napier Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
151
Capital Insight Partners
Arizona
$3.93M -$160K -2,999 -4%
SFA
152
Semmax Financial Advisors
North Carolina
$3.68M +$310K +5,806 +9%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$3.67M +$1.98M +37,046 +117%
AA
154
Alesco Advisors
New York
$3.67M +$103K +1,930 +3%
HIM
155
Hanlon Investment Management
New Jersey
$3.66M +$144K +2,700 +4%
EWA
156
EP Wealth Advisors
California
$3.63M +$13.7K +257 +0.4%
LWM
157
Lionsbridge Wealth Management
Florida
$3.48M -$354K -6,636 -9%
IDA
158
Intelligence Driven Advisers
California
$3.39M +$613K +11,483 +22%
ACM
159
AlphaStar Capital Management
North Carolina
$3.38M +$422K +7,912 +14%
TIM
160
Tortoise Investment Management
New York
$3.37M -$478K -8,950 -12%
FFA
161
First Foundation Advisors
California
$3.29M +$402K +7,524 +14%
CS
162
Comerica Securities
Michigan
$3.26M -$2.83K -53 -0.1%
RIM
163
Rockbridge Investment Management
New York
$3.23M +$335K +6,268 +12%
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$3.16M +$1.58M +29,609 +100%
BA
165
Bard Associates
Illinois
$3.06M +$267K +5,009 +10%
SIM
166
Sterling Investment Management
Arizona
$2.96M – – –
WIC
167
Whitegate Investment Counselors
New Hampshire
$2.84M +$437K +8,190 +18%
KW
168
KWB Wealth
California
$2.73M -$40.2K -753 -1%
ASN
169
Advisory Services Network
Georgia
$2.68M +$151K +2,832 +6%
FHC
170
First Heartland Consultants
Missouri
$2.62M +$19.4K +364 +0.7%
NA
171
NewEdge Advisors
Louisiana
$2.61M +$271K +5,071 +12%
OC
172
Oppenheimer & Co
New York
$2.58M +$294K +5,507 +13%
FTS
173
Fifth Third Securities
Ohio
$2.47M -$32.3K -605 -1%
FSWA
174
Financial Synergies Wealth Advisors
Texas
$2.46M +$256K +4,788 +12%
FPWM
175
FSB Premier Wealth Management
Iowa
$2.46M -$160 -3 -0%
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