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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$127M
2
Bank of America
Bank of America
North Carolina
+$83.3M
3
BOH
Bank of Hawaii
Hawaii
+$23.8M
4
Ameriprise
Ameriprise
Minnesota
+$23.1M
5
RVPG
Relative Value Partners Group
+$22.3M

Top Sellers

1
MG
Mather Group
Illinois
-$189M
2
SWG
Summit Wealth Group
Vermont
-$101M
3
Charles Schwab
Charles Schwab
California
-$67.9M
4
MNG
Manning & Napier Group
New York
-$23M
5
AF
Allworth Financial
California
-$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
376
SageView Advisory Group
California
$245K -$2.09M -45,379 -90%
Citadel Advisors
377
Citadel Advisors
Florida
$243K -$2.16M -46,960 -90%
DP
378
Dearborn Partners
Illinois
$242K – – –
VWA
379
Visionary Wealth Advisors
Illinois
$241K -$501K -10,887 -67%
AWA
380
Arkadios Wealth Advisors
Georgia
$240K +$29.2K +635 +14%
SPWG
381
Syntegra Private Wealth Group
Missouri
$236K +$236K +5,139 New
BWA
382
Beam Wealth Advisors
Louisiana
$235K -$2.39K -52 -1%
SP
383
Successful Portfolios
Florida
$234K -$1.49M -32,457 -86%
GFG
384
Goldstone Financial Group
Illinois
$232K -$24.1K -523 -9%
IAN
385
Integrated Advisors Network
Texas
$231K -$92 -2 -0%
NCM
386
Northland Capital Management
Minnesota
$230K -$405K -8,800 -64%
DAS
387
Dynamic Advisor Solutions
Arizona
$230K -$104K -2,258 -31%
WAP
388
Wealthcare Advisory Partners
Pennsylvania
$229K +$1.89K +41 +0.8%
PIA
389
Pinion Investment Advisors
Kansas
$228K +$228K +4,963 New
HIP
390
HUB Investment Partners
Texas
$225K +$1.2K +26 +0.5%
PFG
391
Pacific Financial Group
Washington
$224K -$644 -14 -0.3%
OBWG
392
Onyx Bridge Wealth Group
New York
$224K -$96.2K -2,091 -30%
NL
393
NWAM LLC
Washington
$214K +$214K +4,659 New
TA
394
TFG Advisers
Michigan
$214K +$598 +13 +0.3%
BFG
395
Berger Financial Group
Minnesota
$211K -$18.4K -401 -8%
AOWM
396
Alpha Omega Wealth Management
Virginia
$209K – – –
UCFA
397
United Capital Financial Advisors
Texas
$209K -$171K -3,723 -45%
FAIM
398
Financial Advocates Investment Management
Washington
$208K -$9.7K -211 -4%
LIM
399
Leavell Investment Management
Alabama
$202K +$202K +4,386 New
BWAM
400
Boyd Watterson Asset Management
Ohio
$191K +$191K +4,153 New
14 15
16
17 18