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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 %
WWM
301
WT Wealth Management
Arizona
$585K +$19.7K +450 +3%
CCA
302
Catalyst Capital Advisors
New York
$581K -$14.9K -340 -2%
IA
303
Inspire Advisors
Idaho
$576K -$55.5K -1,267 -9%
RFN
304
Redwood Financial Network
Ohio
$572K -$213K -4,856 -27%
ASN
305
Advisory Services Network
Georgia
$562K +$115K +2,623 +26%
RI
306
Ridgewood Investments
New Jersey
$558K +$525 +12 +0.1%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$546K +$145K +3,304 +36%
IGWM
308
ICA Group Wealth Management
Colorado
$529K -$14.3K -326 -3%
Koshinski Asset Management
309
Koshinski Asset Management
Illinois
$501K +$24.2K +552 +5%
HWM
310
Hohimer Wealth Management
Washington
$498K +$155K +3,545 +45%
CA
311
Cambridge Advisors
Nebraska
$490K – – –
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$489K -$38.6K -883 -7%
CWM
313
Cornerstone Wealth Management
Missouri
$486K -$23.7K -542 -5%
CSPAM
314
Cary Street Partners Asset Management
Virginia
$485K +$485K +11,074 New
GL
315
Graypoint LLC
New York
$483K +$2.85K +65 +0.6%
VCM
316
Verde Capital Management
Michigan
$479K +$32.5K +742 +7%
NS
317
NBC Securities
Alabama
$475K +$475K +10,869 New
AWM
318
Avior Wealth Management
Nebraska
$471K +$50.8K +1,160 +12%
SGI
319
Summit Global Investments
Utah
$468K +$1.36K +31 +0.3%
OIA
320
OneDigital Investment Advisors
Kansas
$460K +$1.36K +31 +0.3%
OWA
321
Outlook Wealth Advisors
Texas
$456K -$4.99K -114 -1%
OFG
322
OmniStar Financial Group
North Carolina
$455K +$12.5K +284 +3%
KFS
323
Kelly Financial Services
Massachusetts
$454K -$167K -3,811 -27%
GFPC
324
Global Financial Private Client
Florida
$451K -$55.6K -1,287 -11%
SEP
325
Southland Equity Partners
Missouri
$450K -$63.9K -1,459 -12%
11 12
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