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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

478 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
8.34%
Holding in Top 10
44
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.98%
% of All Funds
0.77%
New
49
Increased
217
Reduced
141
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.6B
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Bank of America
Bank of America
North Carolina
$2.43B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$536M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$979M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$333M
2
Wells Fargo
Wells Fargo
California
$177M
3
Jane Street
Jane Street
New York
$10.6M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$32.6M
5
MNG
Manning & Napier Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
201
Next Financial Group
Texas
$1.49M +$159K +2,974 +12%
PFM
202
Phillips Financial Management
Indiana
$1.48M +$624K +11,699 +73%
CHAM
203
Clear Harbor Asset Management
Connecticut
$1.47M +$77.7K +1,455 +6%
COCM
204
Charter Oak Capital Management
New Hampshire
$1.46M +$140K +2,630 +11%
IA
205
IndexIQ Advisors
New York
$1.46M -$10.7M -200,488 -88%
TCM
206
Tran Capital Management
California
$1.45M +$209K +3,925 +17%
MW
207
Marcum Wealth
Ohio
$1.43M +$33.2K +622 +2%
BOH
208
Bank of Hawaii
Hawaii
$1.42M -$11K -206 -0.8%
OWA
209
Outlook Wealth Advisors
Texas
$1.4M +$31.8K +595 +2%
VC
210
Veery Capital
Delaware
$1.37M +$20.7K +387 +2%
GWM
211
Gitterman Wealth Management
New Jersey
$1.35M -$2.94M -55,144 -69%
MAFM
212
Mid Atlantic Financial Management
Pennsylvania
$1.35M -$265K -4,969 -16%
CWM
213
CCG Wealth Management
California
$1.31M +$120K +2,250 +10%
SWM
214
Spire Wealth Management
Virginia
$1.28M -$459K -8,594 -26%
RIA
215
Regal Investment Advisors
Michigan
$1.2M +$1.2M +22,488 New
EAM
216
Eagle Asset Management
Florida
$1.19M +$74.2K +1,392 +7%
SWM
217
SeaCrest Wealth Management
New York
$1.18M -$171K -3,209 -13%
VCM
218
Verde Capital Management
Michigan
$1.15M +$67.1K +1,258 +6%
RMDI
219
R.M. Davis Inc
Maine
$1.13M -$812K -15,225 -42%
SS
220
Simplicity Solutions
Minnesota
$1.12M -$305K -5,721 -21%
Janus Henderson Group
221
Janus Henderson Group
United Kingdom
$1.1M +$522K +9,778 +90%
PW
222
Peninsula Wealth
California
$1.07M -$57K -1,068 -5%
GRP
223
Global Retirement Partners
California
$1.06M +$38.2K +716 +4%
EH
224
Equitable Holdings
New York
$1.05M -$182K -3,405 -15%
FA
225
Faithward Advisors
Pennsylvania
$1.05M -$9.72M -182,116 -90%
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