Vanguard Mortgage-Backed Securities ETF
VMBS
538 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, 198 increasing their positions, 171 reducing their positions, and 53 closing their positions.
102% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 53
92% more capital inflows, than outflows
Capital inflows: $888M | Capital outflows: $463M
16% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 171
10% more funds holding
Funds holding: 491 → 538 (+47)
4% more funds holding in top 10
Funds holding in top 10: 46 → 48 (+2)
0.76% more ownership
Funds ownership: 88.82% → 89.59% (+0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$192M |
| 2 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$78.3M |
| 3 |
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$35.6M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$24.2M |
| 5 |
Allworth Financial
Folsom,
California
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$46.6M |
| 2 |
Bailard
Foster City,
California
|
-$36.1M |
| 3 |
AlphaCentric Advisors
San Juan,
Puerto Rico
|
-$30.4M |
| 4 |
Garrison Point Capital
Walnut Creek,
California
|
-$30.4M |
| 5 |
Advisors Capital Management
Ridgewood,
New Jersey
|
-$25.3M |
VMBS Hedge Fund Activity: Q4 2021 in Review
538 of the 6,523 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2021, worth a combined $13.7B — up 1.6% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new VMBS positions and 53 closed out — a net gain of 54 holders — while 198 added to existing stakes and 171 trimmed.
The largest buyer was Bank of America, adding an estimated $192M. The largest seller was Wells Fargo, cutting an estimated $46.6M.
- 538 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2021, up from 491 in Q3 2021.
- Funds reported $13.7B of Vanguard Mortgage-Backed Securities ETF stock for Q4 2021, up 1.6% quarter-over-quarter.
- 107 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2021 and 53 closed out, a net change of +54 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2021 was Bank of America, an estimated $192M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2021 was Wells Fargo, an estimated $46.6M sold.
Based on aggregated 13F filings for Q4 2021.