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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 %
PW
201
Peninsula Wealth
California
$1.45M +$45.5K +909 +3%
TCM
202
Tran Capital Management
California
$1.44M -$15.1K -301 -1%
RIA
203
Regal Investment Advisors
Michigan
$1.41M +$70.1K +1,399 +5%
COCM
204
Charter Oak Capital Management
New Hampshire
$1.39M -$75.9K -1,515 -5%
VC
205
Veery Capital
Delaware
$1.38M +$34.8K +694 +3%
Schroder Investment Management Group
206
Schroder Investment Management Group
United Kingdom
$1.35M +$1.35M +26,909 New
CWM
207
CCG Wealth Management
California
$1.34M +$32.4K +646 +2%
CIC
208
Cutler Investment Counsel
Oregon
$1.34M +$1.34M +26,701 New
OWA
209
Outlook Wealth Advisors
Texas
$1.33M +$30.1K +600 +2%
EAM
210
Eagle Asset Management
Florida
$1.33M -$13.6K -271 -1%
RMDI
211
R.M. Davis Inc
Maine
$1.33M +$159K +3,179 +14%
LFP
212
Leeward Financial Partners
Washington
$1.31M +$151K +3,012 +13%
AWE
213
Avidian Wealth Enterprises
Texas
$1.31M -$349K -6,967 -21%
MHR
214
Matthew Hamilton Rosenberg
$1.29M -$123K -2,449 -9%
MW
215
Marcum Wealth
Ohio
$1.28M -$3.76K -75 -0.3%
MWM
216
Maripau Wealth Management
Indiana
$1.21M -$94.1K -1,953 -7%
RFN
217
Redwood Financial Network
Ohio
$1.21M +$1.21M +24,116 New
Creative Planning
218
Creative Planning
Kansas
$1.17M +$106K +2,123 +10%
BPA
219
Beacon Pointe Advisors
California
$1.16M +$1.16M +23,086 New
GRP
220
Global Retirement Partners
California
$1.15M +$1.15M +23,630 New
PFG
221
Peterson Financial Group
Iowa
$1.14M +$14.2K +283 +1%
RGC
222
Roberts, Glore & Co
Illinois
$1.13M -$80.2K -1,600 -7%
WWM
223
WT Wealth Management
Arizona
$1.13M +$361K +7,216 +47%
RPG
224
Resource Planning Group
Georgia
$1.13M +$25.5K +508 +2%
TNA
225
True North Advisors
Texas
$1.11M +$1.11M +22,180 New
7 8
9
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