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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$54.2M -$4.2M -93,118 -7%
RVPG
27
Relative Value Partners Group
$53.5M +$25.9M +574,288 +89%
HC
28
Hamilton Capital
Ohio
$53.2M +$50M +1,110,708 +1,058%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$52M +$869K +19,282 +2%
VA
30
Valmark Advisers
Ohio
$49M +$970K +21,521 +2%
BOH
31
Bank of Hawaii
Hawaii
$46.8M +$2.45M +54,437 +5%
AIA
32
Ally Invest Advisors
North Carolina
$45.3M +$790K +17,533 +2%
EWM
33
Executive Wealth Management
Michigan
$41.3M -$91.8K -2,037 -0.2%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$37.4M +$37M +822,100 +2,640%
BIA
35
Bell Investment Advisors
California
$36.4M +$3.16M +70,224 +9%
Mitsubishi UFJ Asset Management
36
Mitsubishi UFJ Asset Management
Japan
$36.1M -$315K -7,000 -0.8%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$35.1M – – –
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$32.9M +$764K +16,954 +2%
AI
39
Atria Investments
North Carolina
$31.7M +$1.67M +37,045 +5%
TLFA
40
True Link Financial Advisors
California
$29.9M +$2.68M +59,582 +10%
BCWM
41
Bartlett & Co Wealth Management
Ohio
$29.5M +$174K +3,869 +0.6%
BC
42
Bartlett & Co
Ohio
$29.5M +$174K +3,869 +0.6%
AF
43
Allworth Financial
California
$28.8M +$2.45M +54,470 +9%
NCM
44
Northland Capital Management
Minnesota
$28.8M +$29.4M +653,002 +13,060%
Victory Capital Management
45
Victory Capital Management
Texas
$28.3M – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$28.1M +$178K +3,958 +0.6%
Truist Financial
47
Truist Financial
North Carolina
$27.9M +$1.96M +43,507 +7%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$27.1M +$264K +5,854 +1%
AT
49
American Trust
Kentucky
$26.5M +$5.71M +126,681 +26%
AA
50
Advisory Alpha
Michigan
$24.8M +$393K +8,712 +2%
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