Vanguard Mortgage-Backed Securities ETF
VMBS
491 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 52 funds opening new positions, 233 increasing their positions, 142 reducing their positions, and 32 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 142
63% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 32
5% more funds holding in top 10
Funds holding in top 10: 44 → 46 (+2)
3% more funds holding
Funds holding: 478 → 491 (+13)
2% more ownership
Funds ownership: 86.82% → 88.82% (+2%)
2% more capital invested
Capital invested by funds: $13.2B → $13.5B (+$312M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$208M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$151M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$40.9M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$32.8M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$124M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$78.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$50.8M |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$23.6M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$17.4M |
VMBS Hedge Fund Activity: Q3 2021 in Review
491 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q3 2021, worth a combined $13.5B — up 2.4% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new VMBS positions and 32 closed out — a net gain of 20 holders — while 233 added to existing stakes and 142 trimmed.
The largest buyer was Bank of America, adding an estimated $208M. The largest seller was JP Morgan Chase, cutting an estimated $124M.
- 491 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q3 2021, up from 478 in Q2 2021.
- Funds reported $13.5B of Vanguard Mortgage-Backed Securities ETF stock for Q3 2021, up 2.4% quarter-over-quarter.
- 52 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q3 2021 and 32 closed out, a net change of +20 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q3 2021 was Bank of America, an estimated $208M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q3 2021 was JP Morgan Chase, an estimated $124M sold.
Based on aggregated 13F filings for Q3 2021.