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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 %
OC
176
Oppenheimer & Co
New York
$2.28M +$19.6K +368 +0.9%
GAM
177
Gould Asset Management
California
$2.22M -$70.7K -1,325 -3%
FSWA
178
Financial Synergies Wealth Advisors
Texas
$2.21M +$151K +2,823 +7%
AIM
179
AMI Investment Management
Indiana
$2.19M -$7.47K -140 -0.3%
BCI
180
Brinker Capital Investments
Pennsylvania
$2.19M – – –
CRWM
181
Castle Rock Wealth Management
California
$2.19M +$47.1K +877 +2%
CAM
182
Chandler Asset Management
California
$2.09M -$96.5K -1,808 -4%
GFPC
183
Global Financial Private Client
Florida
$2.07M -$21.8K -408 -1%
TA
184
Tiedemann Advisors
New York
$2.04M -$361K -6,762 -15%
ATC
185
Argent Trust Co
Tennessee
$2M -$78.5K -1,470 -4%
RMDI
186
R.M. Davis Inc
Maine
$1.94M +$951K +17,824 +96%
MHR
187
Matthew Hamilton Rosenberg
$1.86M +$205K +3,834 +12%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$1.7M -$6.38M -119,266 -79%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$1.68M +$125K +2,349 +8%
RGC
190
Roberts, Glore & Co
Illinois
$1.67M -$21.4K -400 -1%
WFA
191
Websterrogers Financial Advisors
South Carolina
$1.64M +$53 +1 +0%
EAMA
192
EFG Asset Management (Americas)
Florida
$1.64M – – –
HIM
193
HawsGoodwin Investment Management
Tennessee
$1.62M -$534 -10 -0%
MAFM
194
Mid Atlantic Financial Management
Pennsylvania
$1.61M +$204K +3,823 +14%
Schroder Investment Management Group
195
Schroder Investment Management Group
United Kingdom
$1.58M – – –
UFA
196
US Financial Advisors
Massachusetts
$1.49M +$220K +4,120 +17%
UA
197
Unison Advisors
District of Columbia
$1.48M +$161K +3,026 +12%
BOH
198
Bank of Hawaii
Hawaii
$1.43M +$97.2K +1,822 +7%
SS
199
Simplicity Solutions
Minnesota
$1.42M -$103M -1,929,924 -99%
MW
200
Marcum Wealth
Ohio
$1.4M +$182K +3,404 +15%
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8
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