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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

514 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 222 increasing their positions, 164 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-11
Holders Change %
-2.1%
% of All Funds
8.23%
Holding in Top 10
39
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.02%
% of All Funds
0.62%
New
65
Increased
222
Reduced
164
Closed
63
Calls
$1.02M
Puts
$1.42M
Net Calls
-$395K
Net Calls Change
+$1.64M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.64B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$357M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$915M
4
BCI
Brinker Capital Investments
Pennsylvania
$24.1M
5
TPCW
TD Private Client Wealth
New York
$26.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.34B
2
CS
Credit Suisse
Switzerland
$0
3
RJA
Raymond James & Associates
Florida
$85.2M
4
CW
Connectus Wealth
Ohio
$0
5
MNG
Manning & Napier Group
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
226
PAX Financial Group
Texas
$1.23M +$273K +5,864 +29%
US Bancorp
227
US Bancorp
Minnesota
$1.21M -$58.1K -1,249 -5%
VT
228
Vise Technologies
New York
$1.19M +$386K +8,290 +48%
HSA
229
HBK Sorce Advisory
Pennsylvania
$1.15M +$350K +7,515 +44%
TC
230
TownSquare Capital
Utah
$1.15M +$207K +4,445 +22%
VC
231
Veery Capital
Delaware
$1.15M -$151K -3,235 -12%
Creative Planning
232
Creative Planning
Kansas
$1.13M +$222K +4,768 +25%
MWM
233
Maripau Wealth Management
Indiana
$1.12M -$1.16K -25 -0.1%
OMC
234
Old Mission Capital
Illinois
$1.12M +$1.12M +24,009 New
CWM
235
Centurion Wealth Management
Virginia
$1.09M +$178K +3,822 +19%
CFAM
236
Coury Firm Asset Management
Pennsylvania
$1.09M -$513K -6,845 -32%
RT
237
Rockland Trust
Massachusetts
$1.06M +$442K +9,502 +72%
GCA
238
Greenwood Capital Associates
South Carolina
$1.04M +$1.04M +22,346 New
OC
239
Oppenheimer & Co
New York
$1.02M -$371K -7,962 -27%
QA
240
Quantitative Advantage
Minnesota
$977K +$156K +3,346 +19%
GC
241
Guggenheim Capital
Illinois
$972K +$647K +13,894 +199%
EC
242
Elequin Capital
New York
$952K +$896K +19,238 +1,573%
TNA
243
True North Advisors
Texas
$947K +$947K +20,351 New
CIC
244
Cutler Investment Counsel
Oregon
$933K -$148K -3,175 -14%
LJAC
245
L.J. Altfest & Co
New York
$928K -$75.3K -1,618 -8%
MWM
246
Mission Wealth Management
California
$914K -$244K -5,244 -21%
RFN
247
Redwood Financial Network
Ohio
$905K -$64.2K -1,380 -7%
KSWA
248
Kathleen S. Wright Associates
Pennsylvania
$887K +$35.9K +772 +4%
RPG
249
Resource Planning Group
Georgia
$882K +$16.9K +364 +2%
MW
250
Marcum Wealth
Ohio
$881K -$53.7K -1,154 -6%
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