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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 %
ASN
376
Advisory Services Network
Georgia
$224K -$110K -2,410 -33%
FA
377
Flagstar Advisors
New York
$223K +$36.6K +803 +20%
BONH
378
Bank of New Hampshire
New Hampshire
$223K -$3.46K -76 -2%
SI
379
Stephens Inc
Arkansas
$222K – – –
PPWP
380
Proquility Private Wealth Partners
Nevada
$216K +$216K +4,756 New
AUB
381
Atlantic Union Bankshares
Virginia
$209K -$20.5K -450 -9%
AC
382
Apella Capital
Connecticut
$208K +$208K +4,572 New
Fidelity Investments
383
Fidelity Investments
Massachusetts
$207K +$130K +2,865 +170%
AOWM
384
Alpha Omega Wealth Management
Virginia
$207K – – –
GPA
385
Guidance Point Advisors
Massachusetts
$200K -$269K -5,905 -57%
RCM
386
Raleigh Capital Management
North Carolina
$186K +$592 +13 +0.3%
Bessemer Group
387
Bessemer Group
New Jersey
$172K -$512K -11,254 -75%
BWA
388
BDO Wealth Advisors
Florida
$171K -$23.8K -523 -12%
NSIM
389
North Star Investment Management
Illinois
$167K -$274K -6,021 -62%
CPA
390
Cardiff Park Advisors
California
$155K +$1K +22 +0.7%
Franklin Resources
391
Franklin Resources
California
$154K +$137 +3 +0.1%
BFEC
392
Benjamin F. Edwards & Company
Missouri
$149K -$121K -2,666 -45%
KC
393
Kenfarb & Co
Kentucky
$146K – – –
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$133K -$1.17M -25,664 -90%
PFBT
395
Parkside Financial Bank & Trust
Missouri
$131K +$74K +1,625 +130%
EI
396
Ellevest Inc
New York
$130K +$130K +2,861 New
HI
397
Harbour Investments
Wisconsin
$128K +$6.37K +140 +5%
Simplex Trading
398
Simplex Trading
Illinois
$116K +$66.8K +1,468 +136%
PTC
399
Private Trust Company
Ohio
$115K -$316K -6,962 -73%
LSA
400
Lansing Street Advisors
Pennsylvania
$112K +$1K +22 +0.9%
14 15
16
17 18