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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
+$644M
2
RWP
RWA Wealth Partners
Massachusetts
+$159M
3
Ameriprise
Ameriprise
Minnesota
+$77M
4
ECM
Evergreen Capital Management
Washington
+$53.3M
5
EWM
Executive Wealth Management
Michigan
+$38.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$128M
2
Jane Street
Jane Street
New York
-$81.8M
3
MWM
Mission Wealth Management
California
-$46.3M
4
RJA
Raymond James & Associates
Florida
-$34.9M
5
MNG
Manning & Napier Group
New York
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
Spire Wealth Management
Virginia
$714K +$387K +8,505 +118%
GIS
277
Grayhawk Investment Strategies
Alberta, Canada
$710K -$3.01M -66,523 -81%
SB
278
Strategic Blueprint
Georgia
$702K +$426K +9,360 +154%
LWAM
279
Legacy Wealth Asset Management
Minnesota
$691K -$16K -352 -2%
GFPC
280
Global Financial Private Client
Florida
$656K -$665K -14,611 -50%
Cerity Partners
281
Cerity Partners
New York
$653K +$114K +2,493 +21%
UB
282
UMB Bank
Missouri
$652K – – –
WB
283
WesBanco Bank
West Virginia
$647K +$63.8K +1,400 +11%
AAS
284
Ameritas Advisory Services
Nebraska
$640K +$139K +3,054 +28%
FIA
285
Foundations Investment Advisors
Arizona
$635K +$98.1K +2,156 +18%
3LCM
286
3D/L Capital Management
Connecticut
$630K +$9.01K +198 +1%
KA
287
Kovack Advisors
Florida
$628K -$53.5K -1,176 -8%
CCM
288
Crabel Capital Management
California
$623K +$623K +13,696 New
CCA
289
Catalyst Capital Advisors
New York
$613K +$45.5K +1,000 +8%
COCM
290
Charter Oak Capital Management
New Hampshire
$607K -$83.7K -1,838 -12%
RT
291
Rockland Trust
Massachusetts
$603K +$603K +13,256 New
BOSSRA
292
B.O.S.S. Retirement Advisors
Utah
$592K +$592K +12,999 New
TC
293
Telemus Capital
Michigan
$589K -$58.8K -1,263 -9%
SWP
294
Stratos Wealth Partners
Ohio
$588K -$632K -13,887 -52%
RMDI
295
R.M. Davis Inc
Maine
$585K -$417K -9,153 -42%
CFS
296
Cannon Financial Strategists
Georgia
$569K – – –
KFS
297
Kelly Financial Services
Massachusetts
$558K -$11.9K -262 -2%
Koshinski Asset Management
298
Koshinski Asset Management
Illinois
$553K -$14.5K -319 -3%
SFS
299
Sowell Financial Services
Arkansas
$547K +$23.4K +513 +4%
SEP
300
Southland Equity Partners
Missouri
$536K -$4.37K -96 -0.8%
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