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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$2.77B +$136M +2,557,892 +5%
Bank of America
2
Bank of America
North Carolina
$1.53B +$95M +1,785,285 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$699M +$39.9M +750,880 +6%
Wells Fargo
4
Wells Fargo
California
$402M +$10.7M +201,772 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$223M +$23.8M +448,118 +12%
AssetMark Inc
6
AssetMark Inc
California
$212M +$66.2M +1,244,243 +45%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$204M +$11.3M +211,580 +6%
LPL Financial
8
LPL Financial
California
$141M +$6M +112,704 +4%
MG
9
Mather Group
Illinois
$126M +$6.87M +129,106 +6%
LNC
10
Lincoln National Corp
Pennsylvania
$117M +$5.9M +110,885 +5%
CIM
11
Centersquare Investment Management
Pennsylvania
$112M +$20.7M +388,230 +23%
Stifel Financial
12
Stifel Financial
Missouri
$108M +$8.02M +150,715 +8%
Fisher Asset Management
13
Fisher Asset Management
Washington
$94.3M -$1.96M -36,766 -2%
KeyBank National Association
14
KeyBank National Association
Ohio
$87.9M +$7.82M +147,069 +10%
MIS
15
Morningstar Investment Services
Illinois
$80.7M +$1.99M +37,343 +3%
AWM
16
AE Wealth Management
Kansas
$72.5M +$9.18M +172,638 +14%
SS
17
Simplicity Solutions
Minnesota
$70.2M +$7.86M +147,707 +13%
AI
18
Atria Investments
North Carolina
$70.2M +$5.87M +110,302 +9%
Morgan Stanley
19
Morgan Stanley
New York
$68.9M +$18.4M +345,138 +36%
MFM
20
MD Financial Management
Ontario, Canada
$67.8M -$17.3M -324,589 -20%
VA
21
Valmark Advisers
Ohio
$66.9M +$813K +15,280 +1%
AG
22
Advisor Group
Arizona
$60.8M -$436K -8,188 -0.7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$57.2M +$553K +10,401 +1%
Victory Capital Management
24
Victory Capital Management
Texas
$52.3M +$2.25M +42,233 +4%
Deutsche Bank
25
Deutsche Bank
Germany
$49.3M +$38.6K +725 +0.1%
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