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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 %
CHAM
201
Clear Harbor Asset Management
Connecticut
$1.4M +$101K +1,890 +8%
SWM
202
Spire Wealth Management
Virginia
$1.38M +$1.38M +32,609 New
OWA
203
Outlook Wealth Advisors
Texas
$1.36M -$210K -3,936 -13%
GPA
204
Guidance Point Advisors
Massachusetts
$1.36M -$10.2K -192 -0.7%
SWM
205
SeaCrest Wealth Management
New York
$1.35M -$198K -3,705 -13%
VC
206
Veery Capital
Delaware
$1.35M +$76.5K +1,433 +6%
NFG
207
Next Financial Group
Texas
$1.33M +$167K +3,135 +14%
COCM
208
Charter Oak Capital Management
New Hampshire
$1.32M +$79.3K +1,487 +6%
US Bancorp
209
US Bancorp
Minnesota
$1.3M +$94.6K +1,774 +8%
AIP
210
Almanack Investment Partners
Pennsylvania
$1.28M +$1.28M +23,962 New
TCM
211
Tran Capital Management
California
$1.24M +$120K +2,252 +11%
EH
212
Equitable Holdings
New York
$1.23M -$67.1K -1,258 -5%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$1.21M -$339K -6,351 -22%
CWM
214
CCG Wealth Management
California
$1.19M +$306K +5,734 +35%
QAM
215
Q3 Asset Management
Michigan
$1.16M +$1.16M +21,772 New
LCAM
216
London & Capital Asset Management
United Kingdom
$1.15M +$1.15M +21,464 New
GM
217
GeoWealth Management
Illinois
$1.13M -$211K -3,964 -16%
PW
218
Peninsula Wealth
California
$1.13M +$62.3K +1,167 +6%
EAM
219
Eagle Asset Management
Florida
$1.12M +$1.12M +20,941 New
PWM
220
Perigon Wealth Management
California
$1.09M -$119K -2,235 -10%
VCM
221
Verde Capital Management
Michigan
$1.09M +$45.3K +849 +4%
HI
222
Harbour Investments
Wisconsin
$1.06M +$1.06M +19,917 New
C
223
Clearshares
New York
$1.06M +$1.06M +19,854 New
Mariner
224
Mariner
Kansas
$1.06M +$1.06M +19,855 New
WB
225
WesBanco Bank
West Virginia
$1.05M +$1.05M +19,684 New
7 8
9
10 11