VMBS icon

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 %
SFS
251
Security Financial Services
Indiana
$1.11M +$53.8K +1,229 +5%
API
252
Advisor Partners II
California
$1.08M +$1.08M +24,759 New
MIA
253
MainStreet Investment Advisors
Illinois
$1.07M -$139K -3,170 -12%
CA
254
Continuum Advisory
Idaho
$1.01M +$100K +2,288 +11%
KPWS
255
Kestra Private Wealth Services
Texas
$1.01M -$288K -6,572 -22%
GCA
256
Greenwood Capital Associates
South Carolina
$1M +$15.9K +363 +2%
ATC
257
Argent Trust Co
Tennessee
$1M -$324K -7,410 -24%
USAA
258
United Services Automobile Association
Texas
$990K -$104K -2,376 -10%
TA
259
TFB Advisors
Kansas
$977K +$95.3K +2,177 +11%
MWM
260
Maripau Wealth Management
Indiana
$973K -$66K -1,507 -6%
VC
261
Veery Capital
Delaware
$972K -$132K -3,007 -12%
WCWM
262
Willow Creek Wealth Management
California
$957K +$254K +5,799 +36%
GVAG
263
Great Valley Advisor Group
Delaware
$944K -$553K -12,641 -37%
CWM
264
Centurion Wealth Management
Virginia
$937K -$111K -2,530 -11%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$937K +$174K +3,981 +23%
RA
266
RFG Advisory
Alabama
$899K +$899K +20,524 New
MFG
267
Mendota Financial Group
Wisconsin
$885K +$885K +20,208 New
AT
268
Arden Trust
Delaware
$867K +$50.9K +1,162 +6%
BOSSRA
269
B.O.S.S. Retirement Advisors
Utah
$860K +$116K +2,641 +16%
RT
270
Rockland Trust
Massachusetts
$857K -$348K -7,952 -29%
KSWA
271
Kathleen S. Wright Associates
Pennsylvania
$851K +$44.4K +1,014 +6%
TC
272
Telemus Capital
Michigan
$850K +$70.6K +1,613 +9%
EP
273
Essential Planning
New Hampshire
$845K +$3.77K +86 +0.4%
CAL
274
Capital Analysts LLC
Pennsylvania
$808K -$66.1K -1,510 -8%
RPG
275
Resource Planning Group
Georgia
$797K -$24.5K -559 -3%
9 10
11
12 13