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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

525 hedge funds and large institutions have $13.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 179 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+27
Holders Change %
+5.42%
% of All Funds
8.47%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.76%
New
81
Increased
179
Reduced
198
Closed
47
Calls
$1.86M
Puts
$3.89M
Net Calls
-$2.03M
Net Calls Change
+$838K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
RWP
RWA Wealth Partners
Massachusetts
$160M
3
Ameriprise
Ameriprise
Minnesota
$143M
4
ECM
Evergreen Capital Management
Washington
$56.4M
5
EWM
Executive Wealth Management
Michigan
$40.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$276M
2
Jane Street
Jane Street
New York
$0
3
MWM
Mission Wealth Management
California
$1.13M
4
RJA
Raymond James & Associates
Florida
$113M
5
MNG
Manning & Napier Group
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
226
F.L. Putnam Investment Management
Massachusetts
$1.17M -$460K -10,112 -28%
MWM
227
Maripau Wealth Management
Indiana
$1.14M +$22.2K +470 +2%
MWM
228
Mission Wealth Management
California
$1.13M -$46.3M -1,016,773 -98%
BBA
229
BLB&B Advisors
Pennsylvania
$1.13M +$185K +4,065 +20%
SW
230
SteelPeak Wealth
California
$1.11M +$1.11M +24,455 New
MAM
231
Meeder Asset Management
Ohio
$1.06M +$161K +3,541 +18%
B
232
Bailard
California
$1.06M -$6.62M -145,394 -86%
CIC
233
Cutler Investment Counsel
Oregon
$1.06M -$32.7K -718 -3%
MHR
234
Matthew Hamilton Rosenberg
$1.03M -$229K -5,023 -18%
PCA
235
Prosperity Capital Advisors
Ohio
$1.03M +$1.03M +22,640 New
JWCA
236
J.W. Cole Advisors
Florida
$999K -$61K -1,341 -6%
LJAC
237
L.J. Altfest & Co
New York
$982K -$266K -5,831 -21%
CFAM
238
Coury Firm Asset Management
Pennsylvania
$973K -$3.1K -68 -0.3%
VWA
239
Visionary Wealth Advisors
Illinois
$967K -$207K -4,544 -18%
RFN
240
Redwood Financial Network
Ohio
$948K -$78.2K -1,717 -8%
SSA
241
Schonfeld Strategic Advisors
New York
$940K +$940K +20,645 New
TTWM
242
TCV Trust & Wealth Management
Virginia
$936K -$13.8M -303,420 -94%
PFG
243
PAX Financial Group
Texas
$933K +$93K +2,044 +11%
II
244
Inspire Investing
Idaho
$931K +$93K +2,043 +11%
TC
245
TownSquare Capital
Utah
$921K +$6.33K +139 +0.7%
MW
246
Marcum Wealth
Ohio
$914K -$184K -4,047 -17%
CWM
247
Centurion Wealth Management
Virginia
$893K +$893K +19,611 New
Creative Planning
248
Creative Planning
Kansas
$884K -$259K -5,699 -23%
CA
249
Continuum Advisory
Idaho
$882K -$1.19M -26,100 -57%
NYLIM
250
New York Life Investment Management
New York
$879K -$741K -16,276 -46%
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