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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
+$1.66B
2
AssetMark Inc
AssetMark Inc
California
+$127M
3
RJA
Raymond James & Associates
Florida
+$77.7M
4
Nomura Asset Management
Nomura Asset Management
Japan
+$50.5M
5
CF
Cantor Fitzgerald
New York
+$48.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$168M
2
Charles Schwab
Charles Schwab
California
-$155M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$34.6M
4
ECM
Evergreen Capital Management
Washington
-$26.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
Cambridge Advisors
Nebraska
$535K -$6.4K -134 -1%
CRWM
277
Castle Rock Wealth Management
California
$532K -$105K -2,200 -16%
KPWS
278
Kestra Private Wealth Services
Texas
$515K -$10.1K -211 -2%
SGI
279
Summit Global Investments
Utah
$512K +$48 +1 +0%
AAS
280
Ameritas Advisory Services
Nebraska
$512K +$97.5K +2,038 +24%
ZF
281
Zhang Financial
Michigan
$508K -$25.4K -531 -5%
RTS
282
Round Table Services
New Jersey
$504K -$35.2K -736 -7%
CWM
283
Congress Wealth Management
Massachusetts
$502K -$288K -6,035 -36%
RI
284
Ridgewood Investments
New Jersey
$501K -$95.7K -2,003 -16%
KSWA
285
Kathleen S. Wright Associates
Pennsylvania
$500K +$165K +3,455 +49%
CFS
286
Cannon Financial Strategists
Georgia
$500K – – –
OIA
287
OneDigital Investment Advisors
Kansas
$495K +$56.7K +1,185 +13%
Comerica Bank
288
Comerica Bank
Texas
$477K -$1.34K -28 -0.3%
ASN
289
Advisory Services Network
Georgia
$470K +$1.15K +24 +0.2%
MCM
290
Mainstay Capital Management
Michigan
$468K +$191 +4 +0%
HNB
291
Huntington National Bank
Ohio
$467K -$474K – –
IP
292
Ignite Planners
California
$464K +$464K +9,732 New
NSIM
293
North Star Investment Management
Illinois
$463K +$72.6K +1,520 +19%
TA
294
TrueWealth Advisors
Alabama
$459K -$66.4K -1,389 -13%
PMA
295
Prudent Man Advisors
Illinois
$459K +$459K +9,612 New
CYG
296
Clean Yield Group
Vermont
$456K -$949K -19,855 -68%
SFS
297
Security Financial Services
Indiana
$456K +$26.4K +552 +6%
FTS
298
Fifth Third Securities
Ohio
$448K +$448K +9,376 New
APA
299
American Portfolios Advisors
New York
$437K -$168K -3,510 -28%
SIS
300
Sound Income Strategies
Florida
$435K -$77.2K -1,615 -15%
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