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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

523 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 235 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.84%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.56%
New
72
Increased
149
Reduced
235
Closed
73
Calls
$961K
Puts
$2.22M
Net Calls
-$1.26M
Net Calls Change
-$977K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.16B
2
AssetMark Inc
AssetMark Inc
California
$432M
3
RJA
Raymond James & Associates
Florida
$150M
4
Nomura Asset Management
Nomura Asset Management
Japan
$56.9M
5
CF
Cantor Fitzgerald
New York
$48.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
Charles Schwab
Charles Schwab
California
$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$467M
4
ECM
Evergreen Capital Management
Washington
$1.83M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$919M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
251
Level Financial Advisors
New York
$683K +$475K +9,942 +229%
CA
252
Cetera Advisors
Colorado
$680K -$94.3K -1,972 -12%
PWM
253
Perigon Wealth Management
California
$679K +$44.9K +940 +7%
EH
254
Equitable Holdings
New York
$657K -$34.8K -729 -5%
3LCM
255
3D/L Capital Management
Connecticut
$657K +$25K +524 +4%
TC
256
Telemus Capital
Michigan
$649K -$51K -1,066 -7%
TIM
257
Tortoise Investment Management
New York
$640K +$450K +9,418 +238%
CWM
258
Cornerstone Wealth Management
Missouri
$629K +$629K +13,157 New
LJAC
259
L.J. Altfest & Co
New York
$615K +$142K +2,971 +30%
Koshinski Asset Management
260
Koshinski Asset Management
Illinois
$610K -$157K -3,293 -21%
VRM
261
Vectors Research Management
New York
$609K -$10.5K -220 -2%
HC
262
HNP Capital
New York
$604K -$14.8K -309 -2%
KFS
263
Kelly Financial Services
Massachusetts
$603K +$165K +3,454 +38%
SGCA
264
Steel Grove Capital Advisors
Tennessee
$600K -$35.9K -750 -6%
FIA
265
Foundations Investment Advisors
Arizona
$597K +$308K +6,439 +107%
SCA
266
Snowden Capital Advisors
New York
$593K -$83.7K -1,754 -12%
HW
267
Hancock Whitney
Mississippi
$580K +$229K +4,803 +65%
BFA
268
Bragg Financial Advisors
North Carolina
$577K +$193K +4,039 +50%
SEP
269
Southland Equity Partners
Missouri
$571K -$34.5K -721 -6%
TA
270
TFG Advisers
Michigan
$560K -$99.1K -2,071 -15%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$560K +$435K +9,103 +348%
JAG
272
Journey Advisory Group
Kentucky
$557K -$87.9K -1,785 -14%
VCM
273
Verde Capital Management
Michigan
$548K -$459K -9,608 -46%
OBWG
274
Onyx Bridge Wealth Group
New York
$548K -$162K -3,332 -23%
CCA
275
Catalyst Capital Advisors
New York
$545K +$143K +2,980 +35%
9 10
11
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