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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 %
ACM
151
AlphaStar Capital Management
North Carolina
$3.99M -$2.48M -47,663 -38%
BA
152
Ballew Advisors
Mississippi
$3.98M +$3.98M +76,362 New
HIM
153
Hanlon Investment Management
New Jersey
$3.93M +$179K +3,395 +5%
HW
154
Hancock Whitney
Mississippi
$3.82M +$3.42M +64,708 +856%
EWA
155
EP Wealth Advisors
California
$3.78M +$174K +3,299 +5%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$3.64M -$458K -8,661 -11%
CAN
157
Cetera Advisor Networks
California
$3.61M +$595K +11,264 +20%
WSWA
158
Warren Street Wealth Advisors
California
$3.56M +$3.56M +67,456 New
LWM
159
Lionsbridge Wealth Management
Florida
$3.43M -$19.4K -367 -0.6%
RIM
160
Rockbridge Investment Management
New York
$3.31M -$9.35K -177 -0.3%
MIA
161
MainStreet Investment Advisors
Illinois
$3.29M -$693K -13,108 -17%
USAA
162
United Services Automobile Association
Texas
$3.27M -$693K -13,108 -17%
IDA
163
Intelligence Driven Advisers
California
$3.09M +$3.09M +59,207 New
CCM
164
Crabel Capital Management
California
$3.07M +$1.9M +35,876 +161%
1WM
165
1900 Wealth Management
Texas
$3.06M +$322K +6,088 +12%
FI
166
Financial Insights
Washington
$2.98M -$1.17M -22,069 -28%
BA
167
Bard Associates
Illinois
$2.97M -$13.2K -250 -0.4%
BCM
168
Blume Capital Management
California
$2.93M -$2.88M -54,450 -50%
SFA
169
Semmax Financial Advisors
North Carolina
$2.89M -$489K -9,248 -14%
BCA
170
Biltmore Capital Advisors
New Jersey
$2.88M -$2.34M -44,299 -45%
SWA
171
Strategies Wealth Advisors
Michigan
$2.87M +$2.87M +54,236 New
MA
172
Mutual Advisors
Nebraska
$2.81M +$632K +11,961 +29%
DI
173
Disciplined Investments
Oklahoma
$2.79M +$571K +10,808 +26%
SFP
174
Strategic Financial Partners
Oregon
$2.79M +$2.79M +52,827 New
NFG
175
Next Financial Group
Texas
$2.68M +$932K +17,639 +53%
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