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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
+$356M
2
Bank of America
Bank of America
North Carolina
+$216M
3
Charles Schwab
Charles Schwab
California
+$64.2M
4
HC
Hamilton Capital
Ohio
+$48.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$39.9M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
-$153M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$144M
3
ECM
Evergreen Capital Management
Washington
-$35.8M
4
MNG
Manning & Napier Group
New York
-$21.5M
5
RJA
Raymond James & Associates
Florida
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
276
Eagle Asset Management
Florida
$793K -$549K -12,549 -41%
SWM
277
Seed Wealth Management
Illinois
$775K +$293K +6,700 +61%
CIC
278
Cutler Investment Counsel
Oregon
$759K +$219 +5 +0%
MW
279
Marcum Wealth
Ohio
$757K +$9.85K +225 +1%
MWM
280
Mission Wealth Management
California
$748K -$314K -7,172 -30%
GIS
281
Grayhawk Investment Strategies
Alberta, Canada
$744K – – –
NP
282
NorthRock Partners
Minnesota
$740K +$4.33K +99 +0.6%
SRC
283
Shufro Rose & Co
New York
$697K +$2.54K +58 +0.4%
PFG
284
Peterson Financial Group
Iowa
$697K +$32.7K +746 +5%
LNWWM
285
Laird Norton Wetherby Wealth Management
California
$691K +$151K +3,450 +28%
SWP
286
Stratos Wealth Partners
Ohio
$685K +$163K +3,734 +31%
JWCA
287
J.W. Cole Advisors
Florida
$684K -$36.2K -828 -5%
GWM
288
Geneos Wealth Management
Colorado
$680K +$162K +3,698 +31%
MSWMA
289
Market Street Wealth Management Advisors
Indiana
$673K +$673K +15,373 New
AFO
290
Arrowroot Family Office
California
$655K +$230K +5,257 +54%
WB
291
WesBanco Bank
West Virginia
$649K -$17.3K -396 -3%
PWMG
292
Provence Wealth Management Group
California
$645K +$233K +5,311 +56%
TNA
293
True North Advisors
Texas
$633K -$24.1K -550 -4%
LSAG
294
Lake Street Advisors Group
New Hampshire
$630K +$35K +800 +6%
KA
295
Kovack Advisors
Florida
$619K +$5.82K +133 +0.9%
OLVIG
296
Oliver Lagore Vanvalin Investment Group
Michigan
$618K -$1.02M -23,374 -62%
LWAM
297
Legacy Wealth Asset Management
Minnesota
$617K -$42.2K -963 -6%
WIA
298
World Investment Advisors
California
$606K -$324K -7,412 -35%
AAS
299
Ameritas Advisory Services
Nebraska
$602K +$602K +13,845 New
SPC
300
Sigma Planning Corp
Michigan
$587K +$309K +7,063 +111%
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