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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 %
Lido Advisors
376
Lido Advisors
California
$216K +$95 +2 +0%
MWM
377
Meridian Wealth Management
Kentucky
$216K +$216K +4,520 New
CCM
378
Crabel Capital Management
California
$215K -$327K -6,832 -60%
AWA
379
Acorn Wealth Advisors
Michigan
$215K -$45.2K -945 -17%
WTB
380
Washington Trust Bank
Washington
$214K +$214K +4,466 New
WIP
381
WealthCare Investment Partners
Rhode Island
$213K -$69.6K -1,457 -25%
FA
382
Flagstar Advisors
New York
$213K -$13.6K -285 -6%
ICG
383
InterOcean Capital Group
Tennessee
$213K +$213K +4,449 New
BONH
384
Bank of New Hampshire
New Hampshire
$212K +$19.1K +398 +10%
RCM
385
Raleigh Capital Management
North Carolina
$203K -$47.9K -1,004 -19%
SG
386
StoneX Group
New York
$201K +$201K +4,196 New
LSA
387
Lansing Street Advisors
Pennsylvania
$198K -$6.28K -131 -3%
BWA
388
BDO Wealth Advisors
Florida
$197K -$36.1K -756 -15%
PFS
389
Prospera Financial Services
Texas
$193K +$23.2K +484 +14%
William Blair & Company
390
William Blair & Company
Illinois
$171K +$20.7K +432 +14%
Franklin Resources
391
Franklin Resources
California
$160K – – –
CAL
392
Capital Analysts LLC
Pennsylvania
$142K +$16.6K +346 +13%
CPA
393
Cardiff Park Advisors
California
$139K -$8.88K -186 -6%
PFBT
394
Parkside Financial Bank & Trust
Missouri
$139K +$82.9K +1,729 +148%
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$138K -$45.8K -958 -25%
FA
396
Faithward Advisors
Pennsylvania
$138K -$18.2K -381 -12%
EIP
397
Ellis Investment Partners
Pennsylvania
$133K +$334 +7 +0.3%
HI
398
Harbour Investments
Wisconsin
$128K +$128K +2,683 New
AWM
399
Atticus Wealth Management
Florida
$121K -$381K -7,938 -76%
SC
400
SouthState Corp
Florida
$117K +$117K +2,449 New
14 15
16
17 18