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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.97B
2
Jane Street
Jane Street
New York
$81.8M
3
RA
Rational Advisors
New York
$35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.7M
5
TA
Tiedemann Advisors
New York
$31.8M

Top Sellers

1
Nomura Asset Management
Nomura Asset Management
Japan
$0
2
MNG
Manning & Napier Group
New York
$22.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$419M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$0
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
376
Franklin Resources
California
$152K +$810 +18 +0.5%
CPA
377
Cardiff Park Advisors
California
$152K +$20.8K +462 +16%
SPIA
378
Steward Partners Investment Advisory
New York
$151K -$80.4K -1,788 -35%
SIA
379
SkyView Investment Advisors
New Jersey
$151K +$151K +3,354 New
KC
380
Kenfarb & Co
Kentucky
$145K +$145K +3,216 New
FWP
381
FAS Wealth Partners
Kansas
$131K -$114K -2,533 -47%
HI
382
Harbour Investments
Wisconsin
$128K – – –
AWM
383
Atticus Wealth Management
Florida
$121K – – –
EIP
384
Ellis Investment Partners
Pennsylvania
$119K -$6.15K -137 -5%
LSA
385
Lansing Street Advisors
Pennsylvania
$110K -$75.6K -1,683 -41%
National Bank of Canada
386
National Bank of Canada
Quebec, Canada
$108K +$85.1K +1,835 +372%
ACM
387
Absolute Capital Management
Pennsylvania
$105K +$105K +2,331 New
AAM
388
Advisors Asset Management
Colorado
$101K +$3.47K +77 +4%
CSB
389
City State Bank
Iowa
$92K – – –
BWL
390
Bogart Wealth LLC
Virginia
$90K – – –
FRA
391
Front Row Advisors
California
$90K – – –
FA
392
Faithward Advisors
Pennsylvania
$85K -$45.1K -1,002 -35%
CHA
393
Carmichael Hill & Associates
Maryland
$84K +$28K +624 +50%
ACA
394
Aptus Capital Advisors
Alabama
$82K +$16.9K +376 +26%
BSB
395
Bangor Savings Bank
Maine
$81K -$5.58K -124 -6%
Fidelity Investments
396
Fidelity Investments
Massachusetts
$76K +$68.2K +1,512 +874%
CWM
397
Cranbrook Wealth Management
Michigan
$69K +$180 +4 +0.3%
MA
398
Montag & Associates
Georgia
$62K – – –
FA
399
Fortis Advisors
Pennsylvania
$62K +$361 +8 +0.6%
M
400
MOTCO
Texas
$60K +$60K +1,328 New
14 15
16
17 18