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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
$5.78B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Charles Schwab
Charles Schwab
California
$133M
4
HC
Hamilton Capital
Ohio
$53.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$127M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
$9.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$716M
3
ECM
Evergreen Capital Management
Washington
$15M
4
MNG
Manning & Napier Group
New York
$20.6M
5
RJA
Raymond James & Associates
Florida
$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
351
Pitcairn
Pennsylvania
$350K +$100K +2,292 +40%
GIM
352
Goelzer Investment Management
Indiana
$346K +$346K +7,896 New
CYG
353
Clean Yield Group
Vermont
$345K -$873 -20 -0.3%
SJL
354
Shayne & Jacobs LLC
Tennessee
$340K +$340K +7,760 New
RJT
355
Raymond James Trust
Florida
$328K +$1.49K +34 +0.5%
BPA
356
Beacon Pointe Advisors
California
$321K +$80.7K +1,843 +34%
MFC
357
Mechanics Financial Corp
Ohio
$320K +$20.1K +460 +7%
HHRDM
358
H&H Retirement Design & Management
Nevada
$316K -$1.74K -40 -0.5%
LAM
359
LifePro Asset Management
California
$313K +$313K +7,160 New
CSPIA
360
Cary Street Partners Investment Advisory
Virginia
$311K -$11K -252 -3%
AL
361
ACAS LLC
California
$309K +$34.9K +797 +13%
TC
362
Trilogy Capital
California
$299K -$13.8K -316 -4%
Brown Advisory
363
Brown Advisory
Maryland
$299K -$6.22K -142 -2%
LIA
364
LBMC Investment Advisors
Tennessee
$289K – – –
JIC
365
Joel Isaacson & Co
New York
$282K – – –
WCFA
366
Walkner Condon Financial Advisors
Wisconsin
$280K -$92.6K -2,115 -25%
PFG
367
Pacific Financial Group
Washington
$278K +$64.5K +1,473 +30%
TA
368
TrueWealth Advisors
Alabama
$271K -$3.15K -72 -1%
BC
369
Barrett & Company
Rhode Island
$271K +$1.1K +25 +0.4%
SCA
370
Snowden Capital Advisors
New York
$267K -$316K -7,211 -54%
OBWG
371
Onyx Bridge Wealth Group
New York
$265K +$51.7K +1,180 +24%
PFP
372
Pinnacle Financial Partners
Tennessee
$263K – – –
WMA
373
West Michigan Advisors
Michigan
$263K -$264K -6,040 -50%
SAG
374
SageView Advisory Group
California
$259K +$25.9K +592 +11%
HAS
375
HBW Advisory Services
California
$254K +$254K +5,792 New
13 14
15
16 17