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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

514 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 222 increasing their positions, 164 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-11
Holders Change %
-2.1%
% of All Funds
8.23%
Holding in Top 10
39
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.02%
% of All Funds
0.62%
New
65
Increased
222
Reduced
164
Closed
63
Calls
$1.02M
Puts
$1.42M
Net Calls
-$395K
Net Calls Change
+$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.64B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$357M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$915M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TPCW
5
TD Private Client Wealth
New York
$26.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.34B
2
CS
2
Credit Suisse
Switzerland
$0
3
RJA
3
Raymond James & Associates
Florida
$85.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
MNG
5
Manning & Napier Group
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
326
Centaurus Financial
California
$372K +$372K +7,994 New
CSPIA
327
Cary Street Partners Investment Advisory
Virginia
$366K -$79.3K -1,704 -18%
IP
328
Ignite Planners
California
$360K +$360K +7,746 New
RMDI
329
R.M. Davis Inc
Maine
$355K -$243K -5,217 -41%
SS
330
Simplicity Solutions
Minnesota
$353K -$51.8K -1,112 -13%
RJT
331
Raymond James Trust
Florida
$353K -$62.2K -1,336 -15%
Susquehanna International Group
332
Susquehanna International Group
Pennsylvania
$343K +$343K +7,363 New
ARC
333
Advisor Resource Council
Texas
$342K +$342K +7,342 New
HHRDM
334
H&H Retirement Design & Management
Nevada
$341K -$3.01M -64,424 -90%
DAS
335
Dynamic Advisor Solutions
Arizona
$338K +$11.7K +252 +4%
ZF
336
Zhang Financial
Michigan
$335K +$54.5K +1,170 +19%
TC
337
Trilogy Capital
California
$327K +$7.36K +158 +2%
Brown Advisory
338
Brown Advisory
Maryland
$324K +$324K +6,967 New
OBWG
339
Onyx Bridge Wealth Group
New York
$324K -$29.8K -641 -8%
LIA
340
LBMC Investment Advisors
Tennessee
$315K – – –
MFC
341
Mechanics Financial Corp
Ohio
$313K +$9.4K +202 +3%
BCM
342
Boltwood Capital Management
California
$312K – – –
TA
343
TrueWealth Advisors
Alabama
$304K -$54.9K -1,180 -15%
BAM
344
Belpointe Asset Management
Nevada
$300K – – –
JIC
345
Joel Isaacson & Co
New York
$299K -$33.3K -715 -10%
WP
346
WealthShield Partners
North Carolina
$296K +$296K +6,367 New
NRI
347
NFP Retirement Inc
California
$294K +$186 +4 +0.1%
RCAG
348
Rehmann Capital Advisory Group
Michigan
$293K -$20.9K -448 -7%
DIM
349
Delta Investment Management
California
$292K +$292K +6,269 New
AL
350
ACAS LLC
California
$292K +$6.47K +139 +2%
12 13
14
15 16