VMBS icon

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 %
FFA
151
First Foundation Advisors
California
$3.27M -$776K -15,492 -19%
WEG
152
World Equity Group
Illinois
$3.25M +$3.25M +64,904 New
RIM
153
Rockbridge Investment Management
New York
$3.19M +$74.9K +1,505 +2%
LWM
154
Lionsbridge Wealth Management
Florida
$3.13M -$128K -2,550 -4%
MA
155
Mutual Advisors
Nebraska
$2.99M +$325K +6,497 +12%
MIA
156
MainStreet Investment Advisors
Illinois
$2.96M -$162K -3,238 -5%
USAA
157
United Services Automobile Association
Texas
$2.94M -$155K -3,086 -5%
BCM
158
Beaumont Capital Management
Massachusetts
$2.91M -$1.11M -22,092 -28%
VWA
159
Visionary Wealth Advisors
Illinois
$2.85M -$11.4M -227,653 -80%
Goldman Sachs
160
Goldman Sachs
New York
$2.83M +$2.83M +56,488 New
BCM
161
Boltwood Capital Management
California
$2.82M +$2.82M +56,200 New
BA
162
Bard Associates
Illinois
$2.77M -$51.3K -1,025 -2%
IDA
163
Intelligence Driven Advisers
California
$2.66M -$255K -5,188 -9%
MAM
164
Meeder Asset Management
Ohio
$2.61M +$529K +10,551 +25%
SFG
165
Sovereign Financial Group
Connecticut
$2.5M +$1.01M +20,147 +68%
DI
166
Disciplined Investments
Oklahoma
$2.48M -$165K -3,300 -6%
SW
167
Simplicity Wealth
New Jersey
$2.47M -$1.67M -33,380 -40%
AG
168
Ascent Group
Virginia
$2.47M +$417K +8,320 +20%
SWRP
169
Summit Wealth & Retirement Planning
California
$2.37M +$2.37M +47,286 New
JWCA
170
J.W. Cole Advisors
Florida
$2.36M +$340K +6,780 +17%
Citadel Advisors
171
Citadel Advisors
Florida
$2.34M -$6.52M -130,145 -74%
1WM
172
1900 Wealth Management
Texas
$2.34M -$562K -11,215 -19%
SIM
173
Sterling Investment Management
Arizona
$2.31M – – –
FI
174
Financial Insights
Washington
$2.14M -$691K -13,782 -24%
EAMA
175
EFG Asset Management (Americas)
Florida
$2.07M +$614K +12,253 +42%
5 6
7
8 9