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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 %
AIM
301
AMI Investment Management
Indiana
$432K -$259K -5,406 -37%
PTC
302
Private Trust Company
Ohio
$427K +$427K +8,924 New
W
303
WealthOne
New York
$422K +$422K +8,825 New
KFGK
304
Keystone Financial Group (Kentucky)
Kentucky
$420K +$33.5K +700 +9%
WMA
305
West Michigan Advisors
Michigan
$418K +$12.5K +262 +3%
LIA
306
LBMC Investment Advisors
Tennessee
$416K +$416K +8,699 New
GWM
307
Gitterman Wealth Management
New Jersey
$413K -$117K -2,431 -22%
CST
308
Charles Schwab Trust
Nevada
$411K -$18.1K -379 -4%
JIC
309
Joel Isaacson & Co
New York
$408K +$287 +6 +0.1%
SA
310
SWM Advisors
Florida
$405K – – –
WCFA
311
Walkner Condon Financial Advisors
Wisconsin
$403K – – –
LWA
312
LWS Wealth Advisors
New Jersey
$401K -$75.2K -1,574 -16%
IWC
313
Integrated Wealth Concepts
Massachusetts
$400K +$73.3K +1,533 +22%
DJSG
314
D.J. St. Germain
Massachusetts
$397K +$397K +8,310 New
BFG
315
Berger Financial Group
Minnesota
$396K -$14.5K -304 -4%
YIA
316
YHB Investment Advisors
Connecticut
$394K – – –
LAS
317
Lloyd Advisory Services
Georgia
$388K -$183K -3,817 -32%
MMA
318
Miracle Mile Advisors
California
$387K -$296K -6,200 -43%
RJT
319
Raymond James Trust
Florida
$386K +$69.1K +1,443 +22%
GPA
320
Garrison Point Advisors
California
$385K -$3.59K -75 -0.9%
IC
321
IEQ Capital
California
$381K +$1.67K +35 +0.4%
GL
322
Graypoint LLC
New York
$373K -$292K -6,100 -44%
RIG
323
RiverFront Investment Group
Virginia
$373K -$16.4K -344 -4%
WP
324
WealthShield Partners
North Carolina
$364K -$65K -1,358 -15%
TSS
325
Two Sigma Securities
New York
$361K +$361K +7,550 New
11 12
13
14 15