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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 %
NW
326
NewEdge Wealth
Pennsylvania
$359K – – –
NRI
327
NFP Retirement Inc
California
$359K +$765 +16 +0.2%
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$357K -$22.2K -464 -6%
VFA
329
Valeo Financial Advisors
Indiana
$356K -$68.2K -1,427 -16%
CA
330
CoreCap Advisors
Michigan
$351K +$45K +939 +15%
GIA
331
Gladstone Institutional Advisory
Florida
$350K -$99.1K -2,071 -22%
CWM
332
ClientFirst Wealth Management
Arkansas
$335K -$47.9K -1,000 -13%
RT
333
Rockland Trust
Massachusetts
$329K +$329K +6,885 New
TC
334
Trilogy Capital
California
$319K +$478 +10 +0.2%
JBA
335
Johnson Bixby & Associates
Washington
$306K +$1K +21 +0.3%
EWM
336
Elmwood Wealth Management
California
$304K -$287K -6,000 -49%
RCAG
337
Rehmann Capital Advisory Group
Michigan
$299K -$47.2K -987 -14%
BWA
338
Beam Wealth Advisors
Louisiana
$296K +$20.3K +426 +7%
SP
339
Successful Portfolios
Florida
$295K -$29.2K -612 -9%
BAM
340
Belpointe Asset Management
Nevada
$295K +$21.9K +459 +8%
MNBTD
341
Moody National Bank Trust Division
Texas
$289K -$46.7K -976 -14%
SB
342
Strategic Blueprint
Georgia
$288K -$5.4K -113 -2%
P
343
Pitcairn
Pennsylvania
$288K – – –
ARC
344
Advisor Resource Council
Texas
$288K +$288K +6,016 New
FWM
345
Frontier Wealth Management
Missouri
$279K -$19.3K -404 -6%
BFEC
346
Benjamin F. Edwards & Company
Missouri
$279K +$65.7K +1,374 +31%
DPI
347
Diversified Portfolios Inc
Michigan
$272K +$272K +5,679 New
PIA
348
Pinion Investment Advisors
Kansas
$269K -$8.17K -171 -3%
KF
349
Krilogy Financial
Missouri
$268K +$268K +5,602 New
Cerity Partners
350
Cerity Partners
New York
$267K -$38.1K -891 -12%
12 13
14
15 16