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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.97B
2
Jane Street
Jane Street
New York
$81.8M
3
RA
Rational Advisors
New York
$35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.7M
5
TA
Tiedemann Advisors
New York
$31.8M

Top Sellers

1
Nomura Asset Management
Nomura Asset Management
Japan
$0
2
MNG
Manning & Napier Group
New York
$22.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$419M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$0
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
401
Destiny Wealth Partners
Florida
$59K – – –
PFBT
402
Parkside Financial Bank & Trust
Missouri
$56K -$74K -1,650 -57%
PA
403
Parallel Advisors
California
$54K -$41.8K -921 -44%
AWM
404
Accel Wealth Management
Iowa
$52K +$46 +1 +0.1%
AF
405
Advisornet Financial
Minnesota
$52K +$42.9K +949 +475%
HWMA
406
Heritage Wealth Management (Arizona)
Arizona
$49K -$56.4K -1,251 -54%
Simplex Trading
407
Simplex Trading
Illinois
$48K +$48K +1,081 New
DSC
408
Duncker Streett & Co
Missouri
$47K – – –
NFSG
409
Newbridge Financial Services Group
Florida
$47K +$136 +3 +0.3%
MCC
410
Money Concepts Capital
Florida
$46K +$269 +6 +0.6%
Citigroup
411
Citigroup
New York
$44K -$7.01K -154 -14%
IRC
412
Investors Research Corp
Georgia
$43K – – –
CWC
413
Carolinas Wealth Consulting
North Carolina
$42K – – –
EWM
414
Executive Wealth Management
Michigan
$40.4K -$1.03M -1,029,910 -96%
PB
415
Pinnacle Bancorp
Nebraska
$40K – – –
MW
416
Milestone Wealth
New York
$38K – – –
HS
417
Horan Securities
United States
$37K – – –
TAM
418
Tucker Asset Management
Colorado
$36.8K +$21.2K +479 +137%
AIM
419
Anchor Investment Management
South Carolina
$35K – – –
BlackRock
420
BlackRock
New York
$34K -$969K -21,347 -97%
GWANC
421
Guardian Wealth Advisors (North Carolina)
North Carolina
$33K +$17.2K +381 +108%
NC
422
NewSquare Capital
Pennsylvania
$32K – – –
GI
423
Gradient Investments
Minnesota
$31K – – –
FGAM
424
Financial Gravity Asset Management
Texas
$29.3K -$34.3K -2,622 -54%
JHCP
425
Jackson Hole Capital Partners
Oklahoma
$25K – – –
15 16
17
18 19