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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 %
SFA
176
Sequoia Financial Advisors
Ohio
$2.27M -$9.34M -175,346 -80%
DI
177
Disciplined Investments
Oklahoma
$2.24M +$725K +13,613 +48%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$2.23M +$2.23M +41,923 New
MA
179
Mutual Advisors
Nebraska
$2.2M +$223K +4,192 +11%
MMA
180
Miracle Mile Advisors
California
$2.17M +$456K +8,556 +27%
YIA
181
YHB Investment Advisors
Connecticut
$2.15M -$2.62M -49,197 -55%
UA
182
Unison Advisors
District of Columbia
$2.1M +$170K +3,189 +9%
OC
183
Oppenheimer & Co
New York
$2.09M -$481K -9,019 -19%
LA
184
Latitude Advisors
Florida
$2.01M +$1M +18,838 +100%
CAM
185
Chandler Asset Management
California
$1.93M -$102K -1,923 -5%
GVAG
186
Great Valley Advisor Group
Delaware
$1.87M +$293K +5,507 +19%
MHR
187
Matthew Hamilton Rosenberg
$1.81M -$126K -2,361 -6%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$1.78M +$1.21M +22,641 +209%
NFG
189
Next Financial Group
Texas
$1.76M +$274K +5,132 +18%
AIM
190
AMI Investment Management
Indiana
$1.73M -$462K -8,675 -21%
WFA
191
Websterrogers Financial Advisors
South Carolina
$1.64M – – –
EAMA
192
EFG Asset Management (Americas)
Florida
$1.61M -$31.2K -586 -2%
Mariner
193
Mariner
Kansas
$1.6M -$53.1K -997 -3%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$1.6M -$47.5K -891 -3%
Schroder Investment Management Group
195
Schroder Investment Management Group
United Kingdom
$1.58M -$1.58M -29,609 -50%
COCM
196
Charter Oak Capital Management
New Hampshire
$1.55M +$90.8K +1,705 +6%
TCM
197
Tran Capital Management
California
$1.54M +$96K +1,801 +7%
RGC
198
Roberts, Glore & Co
Illinois
$1.54M -$41.3K -775 -3%
GPA
199
Guidance Point Advisors
Massachusetts
$1.52M -$266 -5 -0%
Janus Henderson Group
200
Janus Henderson Group
United Kingdom
$1.5M +$399K +7,481 +36%
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