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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

525 hedge funds and large institutions have $13.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 179 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+27
Holders Change %
+5.42%
% of All Funds
8.47%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.76%
New
81
Increased
179
Reduced
198
Closed
47
Calls
$1.86M
Puts
$3.89M
Net Calls
-$2.03M
Net Calls Change
+$838K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$644M
2
RWP
RWA Wealth Partners
Massachusetts
+$159M
3
Ameriprise
Ameriprise
Minnesota
+$77M
4
ECM
Evergreen Capital Management
Washington
+$53.3M
5
EWM
Executive Wealth Management
Michigan
+$38.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$128M
2
Jane Street
Jane Street
New York
-$81.8M
3
MWM
Mission Wealth Management
California
-$46.3M
4
RJA
Raymond James & Associates
Florida
-$34.9M
5
MNG
Manning & Napier Group
New York
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
326
Graypoint LLC
New York
$380K – – –
MWM
327
Merriman Wealth Management
Washington
$376K -$1.91K -42 -0.5%
IC
328
IEQ Capital
California
$371K +$15.5K +341 +4%
OBWG
329
Onyx Bridge Wealth Group
New York
$353K -$154K -3,303 -30%
TA
330
TrueWealth Advisors
Alabama
$351K -$69.7K -1,532 -17%
William Blair & Company
331
William Blair & Company
Illinois
$348K +$186K +4,086 +115%
ACP
332
Aveo Capital Partners
Colorado
$342K -$2.49M -54,724 -88%
VFA
333
Valeo Financial Advisors
Indiana
$337K – – –
FAIM
334
Financial Advocates Investment Management
Washington
$334K -$507K -11,136 -60%
RIG
335
RiverFront Investment Group
Virginia
$328K -$18.3K -402 -5%
JIC
336
Joel Isaacson & Co
New York
$325K +$12.7K +280 +4%
SIS
337
Sound Income Strategies
Florida
$325K +$29.2K +642 +10%
DAS
338
Dynamic Advisor Solutions
Arizona
$319K +$98.8K +2,171 +45%
GC
339
Guggenheim Capital
Illinois
$318K +$318K +6,996 New
TC
340
Trilogy Capital
California
$313K +$6.37K +140 +2%
BFG
341
Berger Financial Group
Minnesota
$310K -$1.23K -27 -0.4%
LIA
342
LBMC Investment Advisors
Tennessee
$308K – – –
RCAG
343
Rehmann Capital Advisory Group
Michigan
$307K -$26.6K -585 -8%
BCM
344
Boltwood Capital Management
California
$305K -$641K -14,075 -68%
WMA
345
West Michigan Advisors
Michigan
$303K -$31.7K -696 -9%
MFC
346
Mechanics Financial Corp
Ohio
$297K +$15.7K +345 +6%
Citadel Advisors
347
Citadel Advisors
Florida
$294K -$4.72M -103,745 -94%
BAM
348
Belpointe Asset Management
Nevada
$293K +$32.5K +713 +12%
IWC
349
Integrated Wealth Concepts
Massachusetts
$291K -$71.6K -1,576 -20%
TWM
350
TriaGen Wealth Management
California
$289K +$289K +6,342 New
12 13
14
15 16