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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 %
BC
351
Barrett & Company
Rhode Island
$286K +$7.31K +157 +3%
PFP
352
Pinnacle Financial Partners
Tennessee
$286K +$286K +6,137 New
TTWM
353
TCV Trust & Wealth Management
Virginia
$282K -$675K -14,499 -71%
IWC
354
Integrated Wealth Concepts
Massachusetts
$282K -$15.8K -340 -5%
Bank of Nova Scotia
355
Bank of Nova Scotia
Ontario, Canada
$280K +$280K +6,000 New
CCA
356
Cobblestone Capital Advisors
New York
$277K -$185K -3,970 -40%
HWM
357
Hohimer Wealth Management
Washington
$276K +$276K +5,937 New
SFS
358
Sowell Financial Services
Arkansas
$273K -$286K -6,145 -51%
MNBTD
359
Moody National Bank Trust Division
Texas
$267K – – –
P
360
Pitcairn
Pennsylvania
$265K – – –
Fisher Asset Management
361
Fisher Asset Management
Washington
$263K +$31.8K +683 +14%
GFG
362
Goldstone Financial Group
Illinois
$260K +$260K +5,577 New
GSEP
363
Golden State Equity Partners
California
$258K +$258K +5,540 New
SIS
364
Sound Income Strategies
Florida
$257K -$74.6K -1,603 -22%
BA
365
Bristlecone Advisors
Washington
$250K +$250K +5,376 New
DWM
366
Destination Wealth Management
California
$246K +$246K +5,276 New
ATC
367
Argent Trust Co
Tennessee
$246K – – –
DP
368
Dearborn Partners
Illinois
$245K – – –
BONH
369
Bank of New Hampshire
New Hampshire
$241K +$13.3K +286 +6%
BWA
370
Beam Wealth Advisors
Louisiana
$240K -$5.17K -111 -2%
IAN
371
Integrated Advisors Network
Texas
$234K +$234K +5,028 New
BFG
372
Berger Financial Group
Minnesota
$232K -$85K -1,826 -27%
FIM
373
Freedom Investment Management
Connecticut
$231K -$3.46M -74,330 -94%
WAP
374
Wealthcare Advisory Partners
Pennsylvania
$230K -$19.2K -412 -8%
IA
375
IFP Advisors
Florida
$228K -$1.22M -23,232 -84%
13 14
15
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