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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.97B
2
Jane Street
Jane Street
New York
$81.8M
3
RA
Rational Advisors
New York
$35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.7M
5
TA
Tiedemann Advisors
New York
$31.8M

Top Sellers

1
Nomura Asset Management
Nomura Asset Management
Japan
$0
2
MNG
Manning & Napier Group
New York
$22.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$419M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$0
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$678K +$446K +9,899 +193%
KA
252
Kovack Advisors
Florida
$676K +$14.7K +326 +2%
FI
253
Financial Insights
Washington
$657K -$775K -17,165 -54%
UB
254
UMB Bank
Missouri
$646K – – –
EH
255
Equitable Holdings
New York
$641K +$20.5K +455 +3%
OWA
256
Outlook Wealth Advisors
Texas
$640K -$14.5K -322 -2%
HP
257
HT Partners
Connecticut
$636K -$11.6K -257 -2%
TC
258
Telemus Capital
Michigan
$627K +$15.4K +341 +3%
1IA
259
1834 Investment Advisors
Wisconsin
$624K +$614K +13,617 +5,920%
SS
260
Simplicity Solutions
Minnesota
$622K -$65K -1,442 -9%
3LCM
261
3D/L Capital Management
Connecticut
$615K -$5.14K -114 -0.8%
CWM
262
Congress Wealth Management
Massachusetts
$603K +$129K +2,864 +27%
CWM
263
Cornerstone Wealth Management
Missouri
$592K -$1.44K -32 -0.2%
PWM
264
Perigon Wealth Management
California
$590K -$50.9K -1,129 -8%
WB
265
WesBanco Bank
West Virginia
$577K -$83.5K -1,851 -13%
SCA
266
Snowden Capital Advisors
New York
$572K +$12.6K +279 +2%
CA
267
Cetera Advisors
Colorado
$571K -$69.7K -1,546 -11%
KFS
268
Kelly Financial Services
Massachusetts
$564K -$4.6K -102 -0.8%
CFS
269
Cannon Financial Strategists
Georgia
$563K +$91.7K +2,033 +19%
Koshinski Asset Management
270
Koshinski Asset Management
Illinois
$562K -$13.8K -307 -2%
CCA
271
Catalyst Capital Advisors
New York
$562K +$48.3K +1,070 +9%
FAT
272
First American Trust
California
$552K +$343K +7,598 +164%
KSWA
273
Kathleen S. Wright Associates
Pennsylvania
$548K +$77.2K +1,713 +16%
RPG
274
Resource Planning Group
Georgia
$543K -$384K -8,516 -41%
SEP
275
Southland Equity Partners
Missouri
$535K -$2.66K -59 -0.5%
9 10
11
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