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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

532 hedge funds and large institutions have $14.4B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
8.48%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
59
Increased
237
Reduced
172
Closed
54
Calls
$1.95M
Puts
$2.18M
Net Calls
-$227K
Net Calls Change
-$434K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.78B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Charles Schwab
Charles Schwab
California
$133M
4
HC
Hamilton Capital
Ohio
$53.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$127M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
$9.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$716M
3
ECM
Evergreen Capital Management
Washington
$15M
4
MNG
Manning & Napier Group
New York
$20.6M
5
RJA
Raymond James & Associates
Florida
$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
226
Peninsula Wealth
California
$1.46M +$146K +3,423 +11%
CG
227
Clifford Group
Massachusetts
$1.45M -$150K -3,424 -9%
PFG
228
PAX Financial Group
Texas
$1.45M +$131K +2,989 +10%
AWM
229
Axxcess Wealth Management
California
$1.43M +$1.4K +32 +0.1%
WFA
230
Websterrogers Financial Advisors
South Carolina
$1.39M +$98.9K +2,258 +8%
Creative Planning
231
Creative Planning
Kansas
$1.39M +$595K +13,585 +75%
FPWM
232
FSB Premier Wealth Management
Iowa
$1.37M -$11.6K -264 -0.8%
RCA
233
Resonant Capital Advisors
Wisconsin
$1.36M – – –
DI
234
Disciplined Investments
Oklahoma
$1.35M -$170K -3,882 -11%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$1.34M -$230K -5,250 -15%
AWM
236
Accurate Wealth Management
Florida
$1.34M +$667K +15,598 +99%
KIG
237
Kowal Investment Group
Wisconsin
$1.34M +$417K +9,533 +45%
BBA
238
BLB&B Advisors
Pennsylvania
$1.34M +$94.6K +2,160 +8%
HW
239
Hancock Whitney
Mississippi
$1.31M +$578K +13,191 +78%
GRP
240
Global Retirement Partners
California
$1.31M -$89.1K -2,065 -6%
SWG
241
Summit Wealth Group
Vermont
$1.29M -$3.77K -86 -0.3%
PP
242
Prosperity Planning
Missouri
$1.28M +$67.1K +1,532 +6%
RIA
243
Regal Investment Advisors
Michigan
$1.27M +$79.1K +1,806 +7%
CFG
244
Citizens Financial Group
Rhode Island
$1.19M +$101K +2,298 +9%
SWM
245
Spire Wealth Management
Virginia
$1.17M -$108K -2,475 -8%
HI
246
Harbour Investments
Wisconsin
$1.16M +$100K +2,294 +9%
TCM
247
Tran Capital Management
California
$1.14M -$129K -2,940 -10%
TC
248
TownSquare Capital
Utah
$1.12M -$197K -4,508 -15%
LJAC
249
L.J. Altfest & Co
New York
$1.11M +$163K +3,714 +17%
OC
250
Oppenheimer & Co
New York
$1.11M -$919 -21 -0.1%
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