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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

523 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 235 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.84%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.56%
New
72
Increased
149
Reduced
235
Closed
73
Calls
$961K
Puts
$2.22M
Net Calls
-$1.26M
Net Calls Change
-$977K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$1.66B
2
AssetMark Inc
AssetMark Inc
California
+$127M
3
RJA
Raymond James & Associates
Florida
+$77.7M
4
Nomura Asset Management
Nomura Asset Management
Japan
+$50.5M
5
CF
Cantor Fitzgerald
New York
+$48.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$168M
2
Charles Schwab
Charles Schwab
California
-$155M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$34.6M
4
ECM
Evergreen Capital Management
Washington
-$26.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
401
SeaCrest Wealth Management
New York
$116K +$116K +2,436 New
HWMA
402
Heritage Wealth Management (Arizona)
Arizona
$112K -$80.5K -1,684 -42%
CF
403
Centaurus Financial
California
$109K +$1.2K +25 +1%
SAS
404
Stelac Advisory Services
New York
$104K – – –
AAM
405
Advisors Asset Management
Colorado
$103K +$103K +2,162 New
PA
406
Parallel Advisors
California
$101K -$13.2K -277 -12%
MA
407
MUFG Americas
New York
$101K – – –
CSB
408
City State Bank
Iowa
$98K – – –
FRA
409
Front Row Advisors
California
$96K – – –
BWL
410
Bogart Wealth LLC
Virginia
$96K +$2.87K +60 +3%
BSB
411
Bangor Savings Bank
Maine
$92K +$92K +1,923 New
CWM
412
Cranbrook Wealth Management
Michigan
$73K +$191 +4 +0.3%
FFA
413
Founders Financial Alliance
North Carolina
$70K -$21.3K -446 -23%
ACA
414
Aptus Capital Advisors
Alabama
$69K -$1.19K -25 -2%
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$67K – – –
TRCT
416
Tower Research Capital (TRC)
New York
$66K +$60.3K +1,256 +1,055%
CFFP
417
Center for Financial Planning
Michigan
$65K -$125K -2,602 -66%
MA
418
Montag & Associates
Georgia
$65K – – –
FA
419
Fortis Advisors
Pennsylvania
$65K +$333 +7 +0.5%
DWP
420
Destiny Wealth Partners
Florida
$62K -$35K -737 -36%
CHA
421
Carmichael Hill & Associates
Maryland
$60K +$39.8K +828 +197%
AWM
422
Accel Wealth Management
Iowa
$55K +$96 +2 +0.2%
Citigroup
423
Citigroup
New York
$54K -$819 -17 -1%
NFSG
424
Newbridge Financial Services Group
Florida
$50K -$10.5K -218 -17%
DSC
425
Duncker Streett & Co
Missouri
$50K – – –
15 16
17
18 19