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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$411M
2
Citadel Advisors
Citadel Advisors
Florida
$29.5M
3
Wells Fargo
Wells Fargo
California
$126M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$34.5M
5
MNG
Manning & Napier Group
New York
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
151
EP Wealth Advisors
California
$3.63M +$12.6K +237 +0.3%
TIM
152
Tortoise Investment Management
New York
$3.61M +$243K +4,552 +7%
LWM
153
Lionsbridge Wealth Management
Florida
$3.48M +$6.13K +115 +0.2%
SFA
154
Semmax Financial Advisors
North Carolina
$3.41M -$270K -5,068 -7%
FFA
155
First Foundation Advisors
California
$3.4M +$115K +2,165 +4%
RIM
156
Rockbridge Investment Management
New York
$3.35M +$126K +2,357 +4%
CS
157
Comerica Securities
Michigan
$3.26M – – –
WIC
158
Whitegate Investment Counselors
New Hampshire
$3.15M +$309K +5,800 +11%
CAN
159
Cetera Advisor Networks
California
$3.04M +$628K +11,778 +26%
BA
160
Bard Associates
Illinois
$3.01M -$43.1K -809 -1%
SIM
161
Sterling Investment Management
Arizona
$2.96M – – –
NA
162
NewEdge Advisors
Louisiana
$2.88M +$276K +5,178 +11%
CIP
163
Capital Insight Partners
Arizona
$2.82M -$1.1M -20,636 -28%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$2.77M +$2.77M +51,900 New
1WM
165
1900 Wealth Management
Texas
$2.76M -$8.12M -152,428 -75%
FHC
166
First Heartland Consultants
Missouri
$2.67M +$49.2K +923 +2%
FSWA
167
Financial Synergies Wealth Advisors
Texas
$2.61M +$152K +2,843 +6%
ASN
168
Advisory Services Network
Georgia
$2.58M -$90.9K -1,706 -3%
FPWM
169
FSB Premier Wealth Management
Iowa
$2.52M +$66.2K +1,243 +3%
OMC
170
Old Mission Capital
Illinois
$2.48M +$2.48M +46,546 New
IA
171
IndexIQ Advisors
New York
$2.47M +$1.01M +18,952 +69%
C
172
Clearshares
New York
$2.42M +$58.9K +1,106 +2%
BOH
173
Bank of Hawaii
Hawaii
$2.35M +$935K +17,544 +66%
GAM
174
Gould Asset Management
California
$2.32M +$16.8K +315 +0.7%
GFPC
175
Global Financial Private Client
Florida
$2.28M +$180K +3,373 +9%
5 6
7
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