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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.97B
2
Jane Street
Jane Street
New York
$81.8M
3
RA
Rational Advisors
New York
$35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.7M
5
TA
Tiedemann Advisors
New York
$31.8M

Top Sellers

1
Nomura Asset Management
Nomura Asset Management
Japan
$0
2
MNG
Manning & Napier Group
New York
$22.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$419M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$0
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
326
Rehmann Capital Advisory Group
Michigan
$331K +$49K +1,087 +17%
APA
327
Astoria Portfolio Advisors
New York
$329K -$1.05M -23,380 -76%
ZF
328
Zhang Financial
Michigan
$325K -$154K -3,418 -32%
SWM
329
Spire Wealth Management
Virginia
$324K -$887K -19,681 -73%
GIA
330
Gladstone Institutional Advisory
Florida
$322K -$7.48K -166 -2%
CSPIA
331
Cary Street Partners Investment Advisory
Virginia
$319K +$319K +7,077 New
TA
332
TFG Advisers
Michigan
$318K -$210K -4,661 -40%
JIC
333
Joel Isaacson & Co
New York
$310K -$75.3K -1,669 -20%
BFG
334
Berger Financial Group
Minnesota
$308K -$65.1K -1,444 -17%
LIA
335
LBMC Investment Advisors
Tennessee
$305K -$87.3K -1,936 -22%
TC
336
Trilogy Capital
California
$303K +$2.84K +63 +0.9%
APA
337
American Portfolios Advisors
New York
$303K -$109K -2,421 -27%
WWM
338
WT Wealth Management
Arizona
$300K -$777K -17,260 -72%
WP
339
WealthShield Partners
North Carolina
$294K -$49.1K -1,088 -14%
SIS
340
Sound Income Strategies
Florida
$293K -$118K -2,616 -29%
BWA
341
Beam Wealth Advisors
Louisiana
$287K +$7.93K +176 +3%
MFC
342
Mechanics Financial Corp
Ohio
$279K +$39.7K +880 +17%
SP
343
Successful Portfolios
Florida
$275K -$3.24K -72 -1%
SB
344
Strategic Blueprint
Georgia
$273K +$1.44K +32 +0.5%
BC
345
Barrett & Company
Rhode Island
$273K +$273K +5,988 New
NRI
346
NFP Retirement Inc
California
$273K -$65.7K -1,457 -19%
MNBTD
347
Moody National Bank Trust Division
Texas
$271K -$1.63K -36 -0.6%
P
348
Pitcairn
Pennsylvania
$271K – – –
BFEC
349
Benjamin F. Edwards & Company
Missouri
$268K +$4.96K +110 +2%
JBA
350
Johnson Bixby & Associates
Washington
$264K -$25.4K -562 -9%
12 13
14
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