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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.97B
2
Jane Street
Jane Street
New York
$81.8M
3
RA
Rational Advisors
New York
$35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.7M
5
TA
Tiedemann Advisors
New York
$31.8M

Top Sellers

1
Nomura Asset Management
Nomura Asset Management
Japan
$0
2
MNG
Manning & Napier Group
New York
$22.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$419M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$0
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
226
TownSquare Capital
Utah
$906K +$29.3K +650 +3%
RWP
227
RWA Wealth Partners
Massachusetts
$906K +$906K +20,104 New
PFG
228
Peterson Financial Group
Iowa
$899K -$26.1K -578 -3%
MAM
229
Meeder Asset Management
Ohio
$894K -$198K -4,401 -18%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$888K +$169K +3,752 +24%
VT
231
Vise Technologies
New York
$886K -$333K -7,384 -27%
VWM
232
Valley Wealth Managers
New Jersey
$875K -$27.9K -619 -3%
ZCA
233
Zeke Capital Advisors
Pennsylvania
$864K – – –
QA
234
Quantitative Advantage
Minnesota
$856K -$15K -333 -2%
FAIM
235
Financial Advocates Investment Management
Washington
$833K +$21.8K +484 +3%
PFG
236
PAX Financial Group
Texas
$832K +$136K +3,007 +19%
II
237
Inspire Investing
Idaho
$831K +$136K +3,025 +20%
USCWA
238
U.S. Capital Wealth Advisors
Texas
$804K – – –
CST
239
Charles Schwab Trust
Nevada
$749K +$361K +8,005 +93%
IGWM
240
ICA Group Wealth Management
Colorado
$745K -$20.3K -449 -3%
WWM
241
Western Wealth Management
Colorado
$744K -$19.9K -441 -3%
NP
242
NorthRock Partners
Minnesota
$740K +$180 +4 +0%
TIM
243
Tortoise Investment Management
New York
$729K +$126K +2,791 +21%
AWS
244
AJ Wealth Strategies
New York
$724K – – –
BFA
245
Bragg Financial Advisors
North Carolina
$712K +$168K +3,721 +31%
HGWM
246
Harvest Group Wealth Management
Massachusetts
$711K -$50.7K -1,161 -7%
LWAM
247
Legacy Wealth Asset Management
Minnesota
$700K -$31K -688 -4%
FFA
248
First Foundation Advisors
California
$697K -$1.05M -23,349 -60%
COCM
249
Charter Oak Capital Management
New Hampshire
$685K -$94.6K -2,096 -12%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$682K +$154K +3,415 +29%
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10
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