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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$127M
2
Bank of America
Bank of America
North Carolina
+$83.3M
3
BOH
Bank of Hawaii
Hawaii
+$23.8M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
RVPG
Relative Value Partners Group
+$22.3M

Top Sellers

1
MG
Mather Group
Illinois
-$189M
2
SWG
Summit Wealth Group
Vermont
-$101M
3
Charles Schwab
Charles Schwab
California
-$67.9M
4
MNG
Manning & Napier Group
New York
-$23M
5
AF
Allworth Financial
California
-$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
326
OmniStar Financial Group
North Carolina
$463K +$463K +10,058 New
SW
327
SMART Wealth
Nebraska
$463K -$2.22M -48,210 -83%
PCIA
328
Prime Capital Investment Advisors
Kansas
$463K +$463K +10,066 New
FTS
329
Fifth Third Securities
Ohio
$451K -$33.2K -721 -7%
WWM
330
Western Wealth Management
Colorado
$448K +$14.2K +309 +3%
AFO
331
Arrowroot Family Office
California
$447K +$447K +9,715 New
CAG
332
Csenge Advisory Group
Florida
$446K +$446K +9,707 New
AWM
333
Avior Wealth Management
Nebraska
$441K +$378K +8,220 +596%
PWMG
334
Provence Wealth Management Group
California
$434K +$27K +588 +7%
MCM
335
Mainstay Capital Management
Michigan
$428K – – –
Jones Financial Companies
336
Jones Financial Companies
Missouri
$421K +$288K +6,261 +216%
PMA
337
Prudent Man Advisors
Illinois
$416K +$16.6K +360 +4%
Lido Advisors
338
Lido Advisors
California
$415K -$6.26K -136 -1%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$404K +$114K +2,476 +39%
ACP
340
Aveo Capital Partners
Colorado
$401K +$24.2K +526 +6%
WCFA
341
Walkner Condon Financial Advisors
Wisconsin
$391K +$3.45K +75 +0.9%
IC
342
IEQ Capital
California
$386K +$9.15K +199 +2%
Nomura Asset Management
343
Nomura Asset Management
Japan
$368K +$244K +5,300 +196%
CYG
344
Clean Yield Group
Vermont
$364K -$25.3K -550 -6%
HWM
345
Hohimer Wealth Management
Washington
$360K +$86.8K +1,887 +32%
FLA
346
Financial Life Advisors
Texas
$347K -$2.36M -51,344 -87%
RJT
347
Raymond James Trust
Florida
$343K -$5.79K -126 -2%
HHRDM
348
H&H Retirement Design & Management
Nevada
$339K +$1.71K +37 +0.5%
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$339K -$23K -500 -6%
RMDI
350
R.M. Davis Inc
Maine
$334K -$17K -369 -5%
12 13
14
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