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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.7B
2
Bank of America
Bank of America
North Carolina
$2.4B
3
BOH
Bank of Hawaii
Hawaii
$46.6M
4
Ameriprise
Ameriprise
Minnesota
$184M
5
RVPG
Relative Value Partners Group
$29.8M

Top Sellers

1
MG
Mather Group
Illinois
$138M
2
SWG
Summit Wealth Group
Vermont
$1.36M
3
Charles Schwab
Charles Schwab
California
$72.5M
4
MNG
Manning & Napier Group
New York
$21.5M
5
AF
Allworth Financial
California
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
226
PAX Financial Group
Texas
$1.39M +$176K +3,837 +15%
TC
227
TownSquare Capital
Utah
$1.39M +$250K +5,432 +22%
SWG
228
Summit Wealth Group
Vermont
$1.36M -$101M -2,206,634 -99%
KPWS
229
Kestra Private Wealth Services
Texas
$1.36M +$549K +11,938 +68%
WFA
230
Websterrogers Financial Advisors
South Carolina
$1.36M -$76.9K -1,671 -5%
SWM
231
Spire Wealth Management
Virginia
$1.35M -$103K -2,235 -7%
TCM
232
Tran Capital Management
California
$1.33M -$24.5K -533 -2%
FIA
233
Foundations Investment Advisors
Arizona
$1.31M +$709K +15,414 +118%
BBA
234
BLB&B Advisors
Pennsylvania
$1.3M – – –
SBLIC
235
Security Benefit Life Insurance Company
Kansas
$1.3M +$1.3M +28,200 New
PP
236
Prosperity Planning
Missouri
$1.28M -$59.1K -1,285 -4%
MIA
237
MainStreet Investment Advisors
Illinois
$1.27M -$529K -11,506 -29%
RT
238
Rockland Trust
Massachusetts
$1.27M +$220K +4,779 +21%
CCM
239
Crabel Capital Management
California
$1.27M +$631K +13,725 +99%
RIA
240
Regal Investment Advisors
Michigan
$1.26M -$47.6K -1,034 -4%
VT
241
Vise Technologies
New York
$1.19M +$15.3K +332 +1%
OC
242
Oppenheimer & Co
New York
$1.17M +$162K +3,515 +16%
VC
243
Veery Capital
Delaware
$1.16M +$25.8K +562 +2%
USAA
244
United Services Automobile Association
Texas
$1.15M -$529K -11,506 -32%
CFG
245
Citizens Financial Group
Rhode Island
$1.15M -$229K -4,987 -17%
CFAM
246
Coury Firm Asset Management
Pennsylvania
$1.12M +$454K +9,881 +68%
HI
247
Harbour Investments
Wisconsin
$1.12M +$1.03M +22,419 +1,218%
MWM
248
Mission Wealth Management
California
$1.12M +$212K +4,612 +23%
SFS
249
Security Financial Services
Indiana
$1.11M +$652K +14,176 +144%
CWM
250
Centurion Wealth Management
Virginia
$1.1M +$23.1K +503 +2%
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