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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

532 hedge funds and large institutions have $14.4B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
8.48%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
59
Increased
237
Reduced
172
Closed
54
Calls
$1.95M
Puts
$2.18M
Net Calls
-$227K
Net Calls Change
-$434K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$356M
2
Bank of America
Bank of America
North Carolina
+$216M
3
Charles Schwab
Charles Schwab
California
+$64.2M
4
HC
Hamilton Capital
Ohio
+$48.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$39.9M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
-$153M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$144M
3
ECM
Evergreen Capital Management
Washington
-$35.8M
4
MNG
Manning & Napier Group
New York
-$21.5M
5
RJA
Raymond James & Associates
Florida
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
326
Simplicity Solutions
Minnesota
$446K -$7.11M -162,426 -94%
CPG
327
Cornerstone Planning Group
New Jersey
$446K -$48.8K -1,115 -10%
EH
328
Equitable Holdings
New York
$436K -$112K -2,554 -20%
FLPIM
329
F.L. Putnam Investment Management
Massachusetts
$427K -$163K -3,719 -28%
FTS
330
Fifth Third Securities
Ohio
$423K -$6.13K -140 -1%
RIM
331
Redwood Investment Management
Arizona
$423K +$423K +9,661 New
LFAS
332
Level Four Advisory Services
Texas
$422K -$206K -4,709 -33%
COCM
333
Charter Oak Capital Management
New Hampshire
$415K -$155K -3,540 -27%
IP
334
Ignite Planners
California
$415K +$415K +9,590 New
ACP
335
Aveo Capital Partners
Colorado
$414K +$32.5K +743 +9%
WWM
336
Western Wealth Management
Colorado
$412K -$14.8K -339 -3%
WOSD
337
WFA of San Diego
California
$408K +$348K +7,949 +582%
NL
338
NWAM LLC
Washington
$404K +$200K +4,560 +98%
PCIA
339
Prime Capital Investment Advisors
Kansas
$394K -$47K -1,074 -11%
CAG
340
Csenge Advisory Group
Florida
$392K -$32.9K -752 -8%
RCAG
341
Rehmann Capital Advisory Group
Michigan
$384K +$175 +4 +0%
CCA
342
Cobblestone Capital Advisors
New York
$382K -$332K -7,585 -46%
IC
343
IEQ Capital
California
$380K +$12K +273 +3%
EWA
344
Exencial Wealth Advisors
Oklahoma
$379K -$114K -2,593 -23%
Fisher Asset Management
345
Fisher Asset Management
Washington
$376K -$246K -5,612 -39%
MCM
346
Mainstay Capital Management
Michigan
$376K -$32K -732 -8%
MWM
347
Merriman Wealth Management
Washington
$375K -$6.06M -138,343 -94%
MWP
348
Meridian Wealth Partners
Pennsylvania
$371K +$371K +8,485 New
PMA
349
Prudent Man Advisors
Illinois
$369K -$26.7K -609 -7%
EWA
350
EP Wealth Advisors
California
$354K +$354K +8,075 New
12 13
14
15 16