VMBS icon

Vanguard Mortgage-Backed Securities ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
276
Cerity Partners
New York
$534K +$252K +5,589 +89%
FIA
277
Foundations Investment Advisors
Arizona
$532K -$31.3K -694 -6%
JAG
278
Journey Advisory Group
Kentucky
$523K +$13.4K +298 +3%
SFS
279
Sowell Financial Services
Arkansas
$518K +$518K +11,498 New
CA
280
Cambridge Advisors
Nebraska
$505K
RTS
281
Round Table Services
New Jersey
$504K +$28.8K +640 +6%
AAS
282
Ameritas Advisory Services
Nebraska
$496K +$14K +310 +3%
OFS
283
OneAscent Financial Services
Alabama
$494K -$246K -5,461 -33%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$494K +$157K +3,480 +47%
OBWG
285
Onyx Bridge Wealth Group
New York
$486K -$17K -382 -3%
SGI
286
Summit Global Investments
Utah
$480K -$2.79K -62 -0.6%
PWMG
287
Prestige Wealth Management Group
New Jersey
$468K +$258K +5,730 +123%
RI
288
Ridgewood Investments
New Jersey
$467K -$5.54K -123 -1%
Lido Advisors
289
Lido Advisors
California
$466K +$262K +5,811 +128%
GPA
290
Guidance Point Advisors
Massachusetts
$464K -$497K -11,050 -52%
OIA
291
OneDigital Investment Advisors
Kansas
$460K -$6.45K -143 -1%
MMA
292
Miracle Mile Advisors
California
$459K +$93.5K +2,071 +26%
TPW
293
Transatlantique Private Wealth
New York
$454K +$454K +10,078 New
VCM
294
Verde Capital Management
Michigan
$444K -$73.3K -1,623 -14%
KPWS
295
Kestra Private Wealth Services
Texas
$441K -$44.8K -995 -9%
MCM
296
Mainstay Capital Management
Michigan
$440K -$450 -10 -0.1%
NSIM
297
North Star Investment Management
Illinois
$437K +$270 +6 +0.1%
PTC
298
Private Trust Company
Ohio
$428K +$25.6K +568 +6%
Comerica Bank
299
Comerica Bank
Texas
$427K -$6.06K -139 -1%
SFS
300
Security Financial Services
Indiana
$427K -$3.66K -81 -0.8%