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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

532 hedge funds and large institutions have $14.4B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
8.48%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
59
Increased
237
Reduced
172
Closed
54
Calls
$1.95M
Puts
$2.18M
Net Calls
-$227K
Net Calls Change
-$434K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.78B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Charles Schwab
Charles Schwab
California
$133M
4
HC
Hamilton Capital
Ohio
$53.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$127M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
$9.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$716M
3
ECM
Evergreen Capital Management
Washington
$15M
4
MNG
Manning & Napier Group
New York
$20.6M
5
RJA
Raymond James & Associates
Florida
$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
376
Integrated Wealth Concepts
Massachusetts
$252K -$11.5K -263 -4%
AWM
377
Avaii Wealth Management
Wisconsin
$250K +$250K +5,718 New
HR
378
Howe & Rusling
New York
$248K +$248K +5,672 New
BONH
379
Bank of New Hampshire
New Hampshire
$245K +$12.1K +277 +5%
PFS
380
Prospera Financial Services
Texas
$234K +$234K +5,335 New
FLA
381
Financial Life Advisors
Texas
$233K -$97.6K -2,230 -30%
WP
382
WealthShield Partners
North Carolina
$232K -$47K -1,074 -17%
DP
383
Dearborn Partners
Illinois
$231K – – –
Lido Advisors
384
Lido Advisors
California
$230K -$165K -3,760 -42%
NRI
385
NFP Retirement Inc
California
$229K -$7.88K -180 -3%
TTWM
386
TCV Trust & Wealth Management
Virginia
$228K -$9.81K -224 -4%
SP
387
Successful Portfolios
Florida
$223K +$131 +3 +0.1%
KFGK
388
Keystone Financial Group (Kentucky)
Kentucky
$222K -$17.2K -394 -7%
LSA
389
Lion Street Advisors
Texas
$221K +$221K +5,038 New
IAN
390
Integrated Advisors Network
Texas
$219K -$788 -18 -0.4%
Simplex Trading
391
Simplex Trading
Illinois
$218K +$218K +4,994 New
HIP
392
HUB Investment Partners
Texas
$215K – – –
LIM
393
Leavell Investment Management
Alabama
$213K +$21.3K +487 +11%
CA
394
Clearstead Advisors
Ohio
$213K +$190K +4,332 +814%
CIC
395
Carnegie Investment Counsel
Ohio
$212K +$212K +4,845 New
BAM
396
Belpointe Asset Management
Nevada
$208K +$208K +4,760 New
PB
397
Pinnacle Bancorp
Nebraska
$207K +$34.1K +780 +20%
Fidelity Investments
398
Fidelity Investments
Massachusetts
$203K -$272K -6,214 -57%
Corient Private Wealth
399
Corient Private Wealth
Florida
$203K +$203K +4,630 New
IA
400
IFP Advisors
Florida
$196K +$24K +548 +14%
14 15
16
17 18