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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

525 hedge funds and large institutions have $13.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 179 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+27
Holders Change %
+5.42%
% of All Funds
8.47%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.76%
New
81
Increased
179
Reduced
198
Closed
47
Calls
$1.86M
Puts
$3.89M
Net Calls
-$2.03M
Net Calls Change
+$838K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
RWP
RWA Wealth Partners
Massachusetts
$160M
3
Ameriprise
Ameriprise
Minnesota
$143M
4
ECM
Evergreen Capital Management
Washington
$56.4M
5
EWM
Executive Wealth Management
Michigan
$40.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$276M
2
Jane Street
Jane Street
New York
$0
3
MWM
Mission Wealth Management
California
$1.13M
4
RJA
Raymond James & Associates
Florida
$113M
5
MNG
Manning & Napier Group
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCA
251
Zeke Capital Advisors
Pennsylvania
$872K – – –
PFG
252
Peterson Financial Group
Iowa
$857K -$51.4K -1,129 -6%
CA
253
CGN Advisors
Kansas
$852K -$74.3K -1,632 -8%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$849K +$350K +7,694 +70%
RPG
255
Resource Planning Group
Georgia
$846K +$298K +6,553 +54%
KSWA
256
Kathleen S. Wright Associates
Pennsylvania
$832K +$279K +6,125 +50%
CFG
257
Citizens Financial Group
Rhode Island
$825K -$591K -12,992 -42%
QA
258
Quantitative Advantage
Minnesota
$803K -$61.1K -1,343 -7%
KPWS
259
Kestra Private Wealth Services
Texas
$802K +$356K +7,824 +80%
VT
260
Vise Technologies
New York
$787K -$107K -2,360 -12%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$785K -$111K -2,432 -12%
HSA
262
HBK Sorce Advisory
Pennsylvania
$785K +$785K +17,240 New
VCP
263
Verus Capital Partners
Arizona
$774K +$774K +17,013 New
HP
264
Hilltop Partners
Indiana
$773K +$773K +16,988 New
DWT
265
Dorsey & Whitney Trust
South Dakota
$760K +$760K +16,688 New
TA
266
TFB Advisors
Kansas
$757K +$757K +16,620 New
CAL
267
Capital Analysts LLC
Pennsylvania
$756K +$378K +8,312 +100%
NP
268
NorthRock Partners
Minnesota
$754K +$7.1K +156 +1%
IGWM
269
ICA Group Wealth Management
Colorado
$737K -$15.2K -333 -2%
EH
270
Equitable Holdings
New York
$733K +$86.2K +1,894 +13%
WCWM
271
Willow Creek Wealth Management
California
$731K -$1.03M -22,534 -58%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$720K +$31.5K +693 +5%
CPG
273
Cornerstone Planning Group
New Jersey
$720K +$720K +15,240 New
FPCP
274
Fort Point Capital Partners
California
$720K -$773K -16,971 -52%
HGWM
275
Harvest Group Wealth Management
Massachusetts
$719K -$22K -483 -3%
9 10
11
12 13