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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

525 hedge funds and large institutions have $13.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 179 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+27
Holders Change %
+5.42%
% of All Funds
8.47%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.76%
New
81
Increased
179
Reduced
198
Closed
47
Calls
$1.86M
Puts
$3.89M
Net Calls
-$2.03M
Net Calls Change
+$838K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
RWP
RWA Wealth Partners
Massachusetts
$160M
3
Ameriprise
Ameriprise
Minnesota
$143M
4
ECM
Evergreen Capital Management
Washington
$56.4M
5
EWM
Executive Wealth Management
Michigan
$40.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$276M
2
Jane Street
Jane Street
New York
$0
3
MWM
Mission Wealth Management
California
$1.13M
4
RJA
Raymond James & Associates
Florida
$113M
5
MNG
Manning & Napier Group
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
401
FAS Wealth Partners
Kansas
$110K -$21.9K -481 -17%
National Bank of Canada
402
National Bank of Canada
Quebec, Canada
$109K – – –
CHA
403
Carmichael Hill & Associates
Maryland
$104K +$19K +418 +22%
AAM
404
Advisors Asset Management
Colorado
$101K -$774 -17 -0.8%
AWM
405
Accurate Wealth Management
Florida
$101K +$101K +2,173 New
TRCT
406
Tower Research Capital (TRC)
New York
$100K +$99.8K +2,200 +55,000%
RWPA
407
Richard W. Paul & Associates
Michigan
$94.1K +$94.1K +2,067 New
FRA
408
Front Row Advisors
California
$91K – – –
FMP
409
Financial Management Professionals
Texas
$88K +$84.9K +1,856 +2,729%
FFA
410
Farther Finance Advisors
California
$82.3K +$82.3K +1,809 New
SPIA
411
Steward Partners Investment Advisory
New York
$80.9K -$71.9K -1,580 -47%
EE
412
EWG Elevate
California
$74.2K +$74.2K +1,630 New
SSB
413
Sandy Spring Bank
Maryland
$73.3K +$63.1K +1,386 +616%
FA
414
Faithward Advisors
Pennsylvania
$66.7K -$19.3K -425 -22%
HR
415
Howe & Rusling
New York
$63.8K +$43.5K +956 +215%
FA
416
Fortis Advisors
Pennsylvania
$62.8K +$273 +6 +0.4%
AWM
417
Avior Wealth Management
Nebraska
$62.6K +$62.6K +1,375 New
MA
418
Montag & Associates
Georgia
$62.2K – – –
AWM
419
Accel Wealth Management
Iowa
$59.3K +$7.38K +162 +14%
MCC
420
Money Concepts Capital
Florida
$59.3K +$12.6K +276 +27%
HWMA
421
Heritage Wealth Management (Arizona)
Arizona
$59.1K +$9.65K +212 +20%
TCWA
422
Ten Capital Wealth Advisors
Washington
$56.7K +$55.7K +1,223 +5,559%
DWP
423
Destiny Wealth Partners
Florida
$56.5K -$2.87K -63 -5%
FGAM
424
Financial Gravity Asset Management
Texas
$56.3K -$6.22K -223 -10%
IRC
425
Investors Research Corp
Georgia
$56.2K +$12.7K +279 +29%
15 16
17
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