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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 %
MWM
251
Maripau Wealth Management
Indiana
$1.09M -$18.3K -397 -2%
US Bancorp
252
US Bancorp
Minnesota
$1.05M -$147K -3,192 -12%
GCA
253
Greenwood Capital Associates
South Carolina
$1.04M +$11.3K +246 +1%
LJAC
254
L.J. Altfest & Co
New York
$997K +$80.1K +1,742 +9%
WIA
255
World Investment Advisors
California
$978K +$978K +21,261 New
KIG
256
Kowal Investment Group
Wisconsin
$964K +$964K +20,964 New
DI
257
DFPG Investments
Utah
$962K +$390K +8,466 +68%
CA
258
Continuum Advisory
Idaho
$955K +$103K +2,244 +12%
TA
259
TFB Advisors
Kansas
$926K +$186K +4,040 +25%
Cerity Partners
260
Cerity Partners
New York
$920K +$109K +2,363 +13%
CAL
261
Capital Analysts LLC
Pennsylvania
$918K +$49.4K +1,074 +6%
CA
262
CGN Advisors
Kansas
$901K +$62.9K +1,367 +7%
EP
263
Essential Planning
New Hampshire
$884K +$89.1K +1,938 +11%
RPG
264
Resource Planning Group
Georgia
$863K -$9.29K -202 -1%
AT
265
Arden Trust
Delaware
$858K +$4.74K +103 +0.6%
KSWA
266
Kathleen S. Wright Associates
Pennsylvania
$847K -$29.5K -641 -3%
Creative Planning
267
Creative Planning
Kansas
$837K -$276K -5,998 -25%
RFN
268
Redwood Financial Network
Ohio
$825K -$69.8K -1,517 -8%
TC
269
Telemus Capital
Michigan
$819K +$142K +3,098 +21%
SL
270
Sentinus LLC
Illinois
$807K +$807K +17,542 New
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$801K +$110K +2,397 +16%
CIC
272
Cutler Investment Counsel
Oregon
$797K -$124K -2,706 -14%
MW
273
Marcum Wealth
Ohio
$785K -$85.5K -1,860 -10%
BOSSRA
274
B.O.S.S. Retirement Advisors
Utah
$782K +$145K +3,160 +23%
GIS
275
Grayhawk Investment Strategies
Alberta, Canada
$782K – – –
9 10
11
12 13