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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$127M
2
Bank of America
Bank of America
North Carolina
+$83.3M
3
BOH
Bank of Hawaii
Hawaii
+$23.8M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
RVPG
Relative Value Partners Group
+$22.3M

Top Sellers

1
MG
Mather Group
Illinois
-$189M
2
SWG
Summit Wealth Group
Vermont
-$101M
3
Charles Schwab
Charles Schwab
California
-$67.9M
4
MNG
Manning & Napier Group
New York
-$23M
5
AF
Allworth Financial
California
-$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
301
Ridgewood Investments
New Jersey
$586K +$34.2K +744 +6%
EH
302
Equitable Holdings
New York
$575K +$6.94K +151 +1%
CFS
303
Cannon Financial Strategists
Georgia
$574K – – –
IGWM
304
ICA Group Wealth Management
Colorado
$570K +$453K +9,845 +385%
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$567K -$2.71K -59 -0.5%
WMA
306
West Michigan Advisors
Michigan
$554K -$74.9K -1,629 -12%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$554K -$168K -3,666 -23%
SWP
308
Stratos Wealth Partners
Ohio
$547K +$148K +3,227 +37%
GWM
309
Geneos Wealth Management
Colorado
$544K +$452K +9,825 +492%
SEP
310
Southland Equity Partners
Missouri
$540K -$1.7K -37 -0.3%
GFPC
311
Global Financial Private Client
Florida
$536K -$55.5K -1,213 -9%
CWM
312
Cornerstone Wealth Management
Missouri
$535K -$15.8K -344 -3%
CPG
313
Cornerstone Planning Group
New Jersey
$519K +$519K +11,295 New
EWA
314
Exencial Wealth Advisors
Oklahoma
$518K +$518K +11,254 New
CA
315
Cambridge Advisors
Nebraska
$515K – – –
MFS
316
Madrona Financial Services
Washington
$514K +$514K +11,177 New
SWM
317
Seed Wealth Management
Illinois
$506K +$506K +11,000 New
GL
318
Graypoint LLC
New York
$505K -$10.3K -225 -2%
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$501K +$501K +10,890 New
Fidelity Investments
320
Fidelity Investments
Massachusetts
$500K +$316K +6,881 +173%
SGI
321
Summit Global Investments
Utah
$490K +$46 +1 +0%
OWA
322
Outlook Wealth Advisors
Texas
$484K +$34.5K +751 +8%
OIA
323
OneDigital Investment Advisors
Kansas
$482K -$5.52K -120 -1%
ASN
324
Advisory Services Network
Georgia
$470K +$54.4K +1,182 +13%
VCM
325
Verde Capital Management
Michigan
$469K +$4.74K +103 +1%
11 12
13
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