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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 %
UA
176
Unison Advisors
District of Columbia
$2.62M +$541K +10,243 +26%
MMA
177
Miracle Mile Advisors
California
$2.56M +$404K +7,649 +19%
ASN
178
Advisory Services Network
Georgia
$2.46M -$99.2K -1,876 -4%
SIM
179
Sterling Investment Management
Arizona
$2.44M -$495K -9,371 -17%
C
180
Clearshares
New York
$2.42M – – –
NCM
181
Northland Capital Management
Minnesota
$2.41M +$2.41M +45,662 New
FPWM
182
FSB Premier Wealth Management
Iowa
$2.41M -$93.8K -1,775 -4%
APA
183
Astoria Portfolio Advisors
New York
$2.34M +$2.34M +44,352 New
GFPC
184
Global Financial Private Client
Florida
$2.33M +$64.1K +1,214 +3%
MAM
185
Meeder Asset Management
Ohio
$2.19M +$1.01M +19,050 +85%
AG
186
Ascent Group
Virginia
$2.14M +$2.14M +40,923 New
JWCA
187
J.W. Cole Advisors
Florida
$2.14M +$2.14M +40,404 New
GVAG
188
Great Valley Advisor Group
Delaware
$2.07M +$212K +4,012 +11%
BOH
189
Bank of Hawaii
Hawaii
$2.02M -$316K -5,989 -14%
OC
190
Oppenheimer & Co
New York
$2M -$74.3K -1,406 -4%
CAM
191
Chandler Asset Management
California
$1.9M -$16.3K -309 -0.9%
FSWA
192
Financial Synergies Wealth Advisors
Texas
$1.89M -$701K -13,267 -27%
LA
193
Latitude Advisors
Florida
$1.88M -$105K -1,996 -5%
SJIA
194
St. James Investment Advisors
New York
$1.88M +$1.88M +35,661 New
WCWM
195
Willow Creek Wealth Management
California
$1.85M +$1.85M +34,978 New
US Bancorp
196
US Bancorp
Minnesota
$1.83M +$373K +7,063 +26%
AWE
197
Avidian Wealth Enterprises
Texas
$1.74M +$1.74M +33,008 New
CHAM
198
Clear Harbor Asset Management
Connecticut
$1.63M +$158K +2,990 +11%
WFA
199
Websterrogers Financial Advisors
South Carolina
$1.62M – – –
GPA
200
Guidance Point Advisors
Massachusetts
$1.61M +$104K +1,962 +7%
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