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
JPMorgan Chase & Co
New York
$526M
2
CSIA
Charles Schwab Investment Advisory
California
$3.67B
3
Ameriprise
Ameriprise
Minnesota
$101M
4
AssetMark Inc
AssetMark Inc
California
$319M
5
Jane Street
Jane Street
New York
$29.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.19B
2
GPC
Garrison Point Capital
California
$0
3
MIS
Morningstar Investment Services
Illinois
$29.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$316M
5
CIAS
CBIZ Investment Advisory Services
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPWM
176
FSB Premier Wealth Management
Iowa
$2.06M -$144K -2,970 -7%
SWP
177
Stratos Wealth Partners
Ohio
$2.01M +$750K +14,969 +59%
BOH
178
Bank of Hawaii
Hawaii
$2M +$84.8K +1,693 +4%
GFPC
179
Global Financial Private Client
Florida
$1.99M -$199K -4,010 -9%
KWA
180
KCS Wealth Advisory
California
$1.92M +$479K +9,555 +33%
OC
181
Oppenheimer & Co
New York
$1.91M +$14K +279 +0.7%
AAS
182
Avantax Advisory Services
Texas
$1.84M +$696K +13,941 +61%
GSWM
183
Greenup Street Wealth Management
Michigan
$1.82M +$638K +12,723 +54%
CAM
184
Chandler Asset Management
California
$1.8M +$3.01K +60 +0.2%
GSWM
185
Golden State Wealth Management
California
$1.77M +$1.27M +25,440 +256%
US Bancorp
186
US Bancorp
Minnesota
$1.76M +$30.4K +606 +2%
APA
187
Astoria Portfolio Advisors
New York
$1.71M -$516K -10,305 -23%
WCWM
188
Willow Creek Wealth Management
California
$1.67M -$80.8K -1,613 -5%
SWA
189
Strategies Wealth Advisors
Michigan
$1.65M -$1.06M -21,243 -39%
CFG
190
Citizens Financial Group
Rhode Island
$1.6M -$5.03M -100,430 -76%
SWM
191
Spire Wealth Management
Virginia
$1.6M +$223K +4,452 +16%
GPA
192
Guidance Point Advisors
Massachusetts
$1.58M +$101K +2,086 +7%
CHAM
193
Clear Harbor Asset Management
Connecticut
$1.57M +$17K +340 +1%
ACP
194
Aviance Capital Partners
Florida
$1.55M +$1.55M +30,834 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$1.51M +$16.7K +334 +1%
CA
196
Continuum Advisory
Idaho
$1.5M +$1.5M +31,045 New
GVAG
197
Great Valley Advisor Group
Delaware
$1.48M -$478K -9,550 -24%
IA
198
IFP Advisors
Florida
$1.48M +$1.35M +25,747 +1,016%
CAN
199
Claraphi Advisory Network
United States
$1.48M +$722K +14,405 +95%
CYG
200
Clean Yield Group
Vermont
$1.47M -$4.2M -83,826 -74%
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