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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
$2.45B
2
RWP
RWA Wealth Partners
Massachusetts
$160M
3
Ameriprise
Ameriprise
Minnesota
$143M
4
ECM
Evergreen Capital Management
Washington
$56.4M
5
EWM
Executive Wealth Management
Michigan
$40.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$276M
2
Jane Street
Jane Street
New York
$0
3
MWM
Mission Wealth Management
California
$1.13M
4
RJA
Raymond James & Associates
Florida
$113M
5
MNG
Manning & Napier Group
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
351
NFP Retirement Inc
California
$287K +$11.7K +258 +4%
BlackRock
352
BlackRock
New York
$286K +$252K +5,539 +740%
ACA
353
Aptus Capital Advisors
Alabama
$284K +$201K +4,421 +243%
PWMG
354
Prestige Wealth Management Group
New Jersey
$281K -$192K -4,213 -41%
AL
355
ACAS LLC
California
$279K +$279K +6,128 New
ZF
356
Zhang Financial
Michigan
$274K -$53.9K -1,185 -16%
BC
357
Barrett & Company
Rhode Island
$273K – – –
GIA
358
Gladstone Institutional Advisory
Florida
$271K -$53.9K -1,185 -17%
KFGK
359
Keystone Financial Group (Kentucky)
Kentucky
$267K -$137K -3,000 -34%
MNBTD
360
Moody National Bank Trust Division
Texas
$261K -$12.4K -273 -5%
FFA
361
First Foundation Advisors
California
$260K -$443K -9,742 -63%
P
362
Pitcairn
Pennsylvania
$259K -$14.8K -325 -5%
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$258K +$258K +1,410 New
GPA
364
Garrison Point Advisors
California
$252K -$106K -2,325 -30%
EP
365
Essential Planning
New Hampshire
$245K +$245K +5,425 New
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$244K +$30.3K +666 +14%
ATC
367
Argent Trust Co
Tennessee
$240K – – –
BWA
368
Beam Wealth Advisors
Louisiana
$240K -$50.1K -1,100 -17%
DP
369
Dearborn Partners
Illinois
$240K – – –
CA
370
CoreCap Advisors
Michigan
$235K -$18.7K -411 -7%
LFAS
371
Level Four Advisory Services
Texas
$233K +$233K +5,124 New
JBA
372
Johnson Bixby & Associates
Washington
$231K -$35.3K -775 -13%
SPC
373
Sigma Planning Corp
Michigan
$230K +$22.5K +494 +11%
TA
374
TFG Advisers
Michigan
$227K -$93.5K -2,054 -29%
Fisher Asset Management
375
Fisher Asset Management
Washington
$226K -$113K -2,475 -33%
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