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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

523 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 235 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.84%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.56%
New
72
Increased
149
Reduced
235
Closed
73
Calls
$961K
Puts
$2.22M
Net Calls
-$1.26M
Net Calls Change
-$977K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$1.66B
2
AssetMark Inc
AssetMark Inc
California
+$127M
3
RJA
Raymond James & Associates
Florida
+$77.7M
4
Nomura Asset Management
Nomura Asset Management
Japan
+$50.5M
5
CF
Cantor Fitzgerald
New York
+$48.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$168M
2
Charles Schwab
Charles Schwab
California
-$155M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$34.6M
4
ECM
Evergreen Capital Management
Washington
-$26.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
351
KWB Wealth
California
$266K -$488K -10,209 -65%
SPC
352
Sigma Planning Corp
Michigan
$261K -$187K -3,908 -42%
FWP
353
FAS Wealth Partners
Kansas
$260K +$94K +1,965 +57%
CBFP
354
Cedar Brook Financial Partners
Ohio
$260K +$260K +5,446 New
ATC
355
Argent Trust Co
Tennessee
$258K +$7.42K +155 +3%
DP
356
Dearborn Partners
Illinois
$256K – – –
MFC
357
Mechanics Financial Corp
Ohio
$253K +$17.6K +368 +7%
PCIA
358
Prime Capital Investment Advisors
Kansas
$252K +$252K +5,274 New
MWM
359
Merriman Wealth Management
Washington
$248K +$248K +5,183 New
Bessemer Group
360
Bessemer Group
New Jersey
$246K – – –
THWM
361
Taylor Hoffman Wealth Management
Virginia
$246K – – –
SPIA
362
Steward Partners Investment Advisory
New York
$246K +$15.8K +330 +7%
DAS
363
Dynamic Advisor Solutions
Arizona
$245K -$40.2K -841 -14%
PFG
364
Pacific Financial Group
Washington
$244K +$8.98K +188 +4%
WIA
365
World Investment Advisors
California
$243K -$66.1K -1,350 -21%
AUB
366
Atlantic Union Bankshares
Virginia
$241K – – –
LA
367
Latitude Advisors
Florida
$239K -$712K -14,885 -75%
CIP
368
Capital Insight Partners
Arizona
$237K -$164K -3,428 -41%
BPA
369
Beacon Pointe Advisors
California
$231K -$871K -18,246 -79%
WFAG
370
Wescott Financial Advisory Group
Pennsylvania
$225K +$1.05K +22 +0.5%
PWMG
371
Prestige Wealth Management Group
New Jersey
$222K -$189K -3,949 -46%
FAT
372
First American Trust
California
$222K +$222K +4,640 New
LMKC
373
L.M. Kohn & Company
Ohio
$221K -$35.4K -739 -14%
SSCA
374
South Shore Capital Advisors
Massachusetts
$220K – – –
AOWM
375
Alpha Omega Wealth Management
Virginia
$217K +$217K +4,540 New
13 14
15
16 17