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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 %
CA
301
Cambridge Advisors
Nebraska
$521K – – –
GL
302
Graypoint LLC
New York
$521K +$132K +2,844 +34%
SGI
303
Summit Global Investments
Utah
$496K +$186 +4 +0%
OIA
304
OneDigital Investment Advisors
Kansas
$493K +$80.9K +1,737 +20%
FTS
305
Fifth Third Securities
Ohio
$490K +$12.5K +269 +3%
TPW
306
Transatlantique Private Wealth
New York
$489K -$4.66K -100 -0.9%
3LCM
307
3D/L Capital Management
Connecticut
$479K -$165K -3,553 -26%
GIA
308
Gladstone Institutional Advisory
Florida
$476K +$199K +4,270 +72%
VCM
309
Verde Capital Management
Michigan
$470K +$16.1K +346 +4%
SFS
310
Security Financial Services
Indiana
$459K +$4.61K +99 +1%
OWA
311
Outlook Wealth Advisors
Texas
$455K +$455K +9,783 New
WWM
312
Western Wealth Management
Colorado
$439K +$605 +13 +0.1%
MCM
313
Mainstay Capital Management
Michigan
$433K -$465 -10 -0.1%
Lido Advisors
314
Lido Advisors
California
$426K +$93 +2 +0%
ASN
315
Advisory Services Network
Georgia
$421K +$192K +4,115 +84%
PWMG
316
Provence Wealth Management Group
California
$412K +$412K +8,843 New
PMA
317
Prudent Man Advisors
Illinois
$404K -$31.1K -667 -7%
SWP
318
Stratos Wealth Partners
Ohio
$404K -$197K -4,240 -33%
CYG
319
Clean Yield Group
Vermont
$394K -$18.6K -400 -5%
WCFA
320
Walkner Condon Financial Advisors
Wisconsin
$393K – – –
UCFA
321
United Capital Financial Advisors
Texas
$384K -$161K -3,453 -29%
IC
322
IEQ Capital
California
$382K +$1.77K +38 +0.5%
ACP
323
Aveo Capital Partners
Colorado
$381K +$31.7K +682 +9%
VFA
324
Valeo Financial Advisors
Indiana
$378K +$33K +708 +10%
RIG
325
RiverFront Investment Group
Virginia
$374K +$38.4K +824 +11%
11 12
13
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