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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

514 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 222 increasing their positions, 164 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-11
Holders Change %
-2.1%
% of All Funds
8.23%
Holding in Top 10
39
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.02%
% of All Funds
0.62%
New
65
Increased
222
Reduced
164
Closed
63
Calls
$1.02M
Puts
$1.42M
Net Calls
-$395K
Net Calls Change
+$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.64B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$357M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$915M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TPCW
5
TD Private Client Wealth
New York
$26.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.34B
2
CS
2
Credit Suisse
Switzerland
$0
3
RJA
3
Raymond James & Associates
Florida
$85.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
MNG
5
Manning & Napier Group
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
276
Kovack Advisors
Florida
$648K +$5.63K +121 +0.9%
HGWM
277
Harvest Group Wealth Management
Massachusetts
$648K -$87.4K -1,877 -12%
BOSSRA
278
B.O.S.S. Retirement Advisors
Utah
$645K +$39.4K +846 +7%
CCM
279
Crabel Capital Management
California
$643K +$5.12K +110 +0.8%
NCM
280
Northland Capital Management
Minnesota
$642K +$642K +13,800 New
WMA
281
West Michigan Advisors
Michigan
$637K +$326K +7,009 +105%
LSAG
282
Lake Street Advisors Group
New Hampshire
$633K +$112K +2,409 +22%
FLPIM
283
F.L. Putnam Investment Management
Massachusetts
$631K -$566K -12,149 -47%
FPCP
284
Fort Point Capital Partners
California
$627K -$109K -2,331 -15%
COCM
285
Charter Oak Capital Management
New Hampshire
$620K -$1.4K -30 -0.2%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$609K -$259K -5,560 -30%
FIA
287
Foundations Investment Advisors
Arizona
$606K -$42.6K -916 -7%
GFPC
288
Global Financial Private Client
Florida
$604K -$68.5K -1,466 -10%
MHR
289
Matthew Hamilton Rosenberg
$601K -$455K -9,770 -43%
SAM
290
Security Asset Management
New York
$600K +$600K +12,900 New
CFS
291
Cannon Financial Strategists
Georgia
$581K – – –
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$577K +$577K +12,390 New
DI
293
DFPG Investments
Utah
$577K +$577K +12,389 New
EH
294
Equitable Holdings
New York
$575K -$174K -3,748 -23%
WWM
295
WT Wealth Management
Arizona
$570K +$93.5K +2,009 +20%
RI
296
Ridgewood Investments
New Jersey
$558K +$88.1K +1,893 +19%
CWM
297
Cornerstone Wealth Management
Missouri
$558K +$558K +11,985 New
SEP
298
Southland Equity Partners
Missouri
$549K +$233 +5 +0%
PFO
299
Pathstone Family Office
New Jersey
$532K -$1.29M -27,616 -71%
AAS
300
Ameritas Advisory Services
Nebraska
$523K -$132K -2,827 -20%
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