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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
+$191M
2
CSIA
Charles Schwab Investment Advisory
California
+$78M
3
CIAS
CBIZ Investment Advisory Services
Ohio
+$35.4M
4
KeyBank National Association
KeyBank National Association
Ohio
+$24.1M
5
AF
Allworth Financial
California
+$24M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$46.5M
2
B
Bailard
California
-$36M
3
GPC
Garrison Point Capital
California
-$30.3M
4
AA
AlphaCentric Advisors
Puerto Rico
-$30.3M
5
MNG
Manning & Napier Group
New York
-$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$1.58M -$4.28K -81 -0.3%
SFG
202
Sovereign Financial Group
Connecticut
$1.57M +$948K +17,941 +152%
TC
203
TownSquare Capital
Utah
$1.54M +$75.6K +1,430 +5%
COCM
204
Charter Oak Capital Management
New Hampshire
$1.54M +$1.59K +30 +0.1%
TCM
205
Tran Capital Management
California
$1.54M +$7.45K +141 +0.5%
EAMA
206
EFG Asset Management (Americas)
Florida
$1.53M -$67.7K -1,281 -4%
KWA
207
KCS Wealth Advisory
California
$1.52M +$477K +9,022 +46%
MHR
208
Matthew Hamilton Rosenberg
$1.49M -$306K -5,796 -17%
PW
209
Peninsula Wealth
California
$1.48M +$335K +6,339 +29%
ACP
210
Aveo Capital Partners
Colorado
$1.48M +$23.6K +447 +2%
ZIM
211
Zacks Investment Management
Illinois
$1.46M +$861K +16,297 +145%
SWM
212
Spire Wealth Management
Virginia
$1.45M +$39.7K +752 +3%
CST
213
Charles Schwab Trust
Nevada
$1.44M -$5.69M -107,605 -80%
VC
214
Veery Capital
Delaware
$1.42M +$28.4K +538 +2%
EAM
215
Eagle Asset Management
Florida
$1.42M +$121K +2,294 +9%
RIA
216
Regal Investment Advisors
Michigan
$1.41M +$180K +3,408 +15%
MWM
217
Maripau Wealth Management
Indiana
$1.39M +$1.39M +27,136 New
CWM
218
CCG Wealth Management
California
$1.38M +$218K +4,130 +19%
OWA
219
Outlook Wealth Advisors
Texas
$1.37M +$2.75K +52 +0.2%
MW
220
Marcum Wealth
Ohio
$1.35M +$44.9K +850 +3%
SWP
221
Stratos Wealth Partners
Ohio
$1.33M +$661K +12,505 +98%
RGC
222
Roberts, Glore & Co
Illinois
$1.28M -$246K -4,655 -16%
GSWM
223
Greenup Street Wealth Management
Michigan
$1.24M +$1.24M +23,500 New
RMDI
224
R.M. Davis Inc
Maine
$1.23M -$64.7K -1,224 -5%
NW
225
NewEdge Wealth
Pennsylvania
$1.22M +$1.22M +23,137 New
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