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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 %
UCFA
301
United Capital Financial Advisors
Texas
$533K -$20M -439,789 -97%
Comerica Bank
302
Comerica Bank
Texas
$521K +$62K +1,325 +14%
CA
303
Cambridge Advisors
Nebraska
$510K – – –
LSAG
304
Lake Street Advisors Group
New Hampshire
$509K +$509K +11,187 New
SCA
305
Snowden Capital Advisors
New York
$504K -$74.2K -1,630 -13%
GI
306
Gradient Investments
Minnesota
$489K +$458K +10,051 +1,452%
SGI
307
Summit Global Investments
Utah
$485K +$46 +1 +0%
GIM
308
Goelzer Investment Management
Indiana
$484K +$484K +10,640 New
TPW
309
Transatlantique Private Wealth
New York
$483K +$23.8K +523 +5%
FTS
310
Fifth Third Securities
Ohio
$467K +$42.1K +925 +10%
WWM
311
WT Wealth Management
Arizona
$466K +$163K +3,578 +54%
RI
312
Ridgewood Investments
New Jersey
$460K -$11.8K -259 -2%
CCA
313
Cobblestone Capital Advisors
New York
$452K +$452K +9,920 New
SFS
314
Security Financial Services
Indiana
$444K +$13.6K +299 +3%
VCM
315
Verde Capital Management
Michigan
$444K -$3.87K -85 -0.9%
CSPIA
316
Cary Street Partners Investment Advisory
Virginia
$436K +$114K +2,494 +35%
WWM
317
Western Wealth Management
Colorado
$429K -$322K -7,069 -43%
PMA
318
Prudent Man Advisors
Illinois
$427K – – –
MCM
319
Mainstay Capital Management
Michigan
$424K -$20.3K -447 -5%
Lido Advisors
320
Lido Advisors
California
$417K -$54.2K -1,191 -12%
RJT
321
Raymond James Trust
Florida
$406K +$10K +220 +3%
CYG
322
Clean Yield Group
Vermont
$404K – – –
OIA
323
OneDigital Investment Advisors
Kansas
$403K -$61.4K -1,349 -13%
SS
324
Simplicity Solutions
Minnesota
$396K -$232K -5,107 -37%
WCFA
325
Walkner Condon Financial Advisors
Wisconsin
$384K -$6.92K -152 -2%
11 12
13
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