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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 %
PFG
376
Pacific Financial Group
Washington
$228K +$228K +4,887 New
SI
377
Stephens Inc
Arkansas
$227K – – –
HIP
378
HUB Investment Partners
Texas
$227K +$227K +4,874 New
CCM
379
Coldstream Capital Management
Washington
$222K +$222K +4,764 New
FAIM
380
Financial Advocates Investment Management
Washington
$220K -$121K -2,603 -36%
TA
381
TFG Advisers
Michigan
$216K -$16.7K -359 -7%
AWA
382
Arkadios Wealth Advisors
Georgia
$213K +$213K +4,576 New
GPA
383
Garrison Point Advisors
California
$212K -$46.1K -990 -18%
AOWM
384
Alpha Omega Wealth Management
Virginia
$211K – – –
LFAS
385
Level Four Advisory Services
Texas
$210K -$28.3K -607 -12%
SPC
386
Sigma Planning Corp
Michigan
$209K -$25.5K -548 -11%
HR
387
Howe & Rusling
New York
$207K +$142K +3,044 +217%
GPA
388
Guidance Point Advisors
Massachusetts
$205K – – –
PB
389
Pinnacle Bancorp
Nebraska
$201K +$153K +3,287 +320%
AUB
390
Atlantic Union Bankshares
Virginia
$200K -$13.6K -293 -6%
JBA
391
Johnson Bixby & Associates
Washington
$200K -$35.9K -771 -15%
RCM
392
Raleigh Capital Management
North Carolina
$197K +$7.26K +156 +4%
Fidelity Investments
393
Fidelity Investments
Massachusetts
$185K -$26.5K -570 -13%
Bessemer Group
394
Bessemer Group
New Jersey
$176K – – –
NSIM
395
North Star Investment Management
Illinois
$171K – – –
HGERS
396
Householder Group Estate & Retirement Specialist
Arizona
$171K +$171K +3,677 New
Franklin Resources
397
Franklin Resources
California
$161K +$3.77K +81 +2%
CPA
398
Cardiff Park Advisors
California
$159K +$559 +12 +0.4%
National Bank of Canada
399
National Bank of Canada
Quebec, Canada
$158K +$48.9K +1,042 +45%
KC
400
Kenfarb & Co
Kentucky
$150K – – –
14 15
16
17 18