VMBS icon

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
+$207M
2
CSIA
Charles Schwab Investment Advisory
California
+$151M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.8M
4
Stifel Financial
Stifel Financial
Missouri
+$32.7M
5
MG
Mather Group
Illinois
+$32.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
2
Citadel Advisors
Citadel Advisors
Florida
-$78.5M
3
Wells Fargo
Wells Fargo
California
-$50.6M
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 %
HIM
201
HawsGoodwin Investment Management
Tennessee
$1.49M -$123K -2,301 -8%
CHAM
202
Clear Harbor Asset Management
Connecticut
$1.49M +$16.8K +315 +1%
TC
203
TownSquare Capital
Utah
$1.48M +$440K +8,264 +42%
ACP
204
Aveo Capital Partners
Colorado
$1.47M +$503K +9,433 +52%
US Bancorp
205
US Bancorp
Minnesota
$1.47M -$785K -14,729 -35%
SWM
206
Spire Wealth Management
Virginia
$1.42M +$146K +2,736 +11%
VC
207
Veery Capital
Delaware
$1.4M +$38.1K +714 +3%
OWA
208
Outlook Wealth Advisors
Texas
$1.38M -$10.6K -199 -0.8%
TA
209
Tiedemann Advisors
New York
$1.35M -$686K -12,879 -34%
MW
210
Marcum Wealth
Ohio
$1.32M -$109K -2,042 -8%
RMDI
211
R.M. Davis Inc
Maine
$1.31M +$178K +3,345 +16%
EAM
212
Eagle Asset Management
Florida
$1.31M +$117K +2,192 +10%
KW
213
KWB Wealth
California
$1.29M -$1.44M -27,042 -53%
BCM
214
Beaumont Capital Management
Massachusetts
$1.25M +$1.25M +23,411 New
RIA
215
Regal Investment Advisors
Michigan
$1.24M +$43.2K +810 +4%
MAFM
216
Mid Atlantic Financial Management
Pennsylvania
$1.21M -$130K -2,448 -10%
Fisher Asset Management
217
Fisher Asset Management
Washington
$1.21M -$1.08M -20,320 -47%
AAS
218
Avantax Advisory Services
Texas
$1.2M +$370K +6,932 +44%
MAM
219
Meeder Asset Management
Ohio
$1.19M +$200K +3,748 +20%
Comerica Bank
220
Comerica Bank
Texas
$1.19M +$642K +12,079 +116%
CCM
221
Crabel Capital Management
California
$1.19M -$4.49M -84,248 -79%
TNA
222
True North Advisors
Texas
$1.18M +$193K +3,619 +20%
CWM
223
CCG Wealth Management
California
$1.17M -$140K -2,636 -11%
GWM
224
Gitterman Wealth Management
New Jersey
$1.17M -$185K -3,464 -14%
PW
225
Peninsula Wealth
California
$1.16M +$85.1K +1,597 +8%
7 8
9
10 11