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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

514 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 222 increasing their positions, 164 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-11
Holders Change %
-2.1%
% of All Funds
8.23%
Holding in Top 10
39
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.02%
% of All Funds
0.62%
New
65
Increased
222
Reduced
164
Closed
63
Calls
$1.02M
Puts
$1.42M
Net Calls
-$395K
Net Calls Change
+$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.64B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$357M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$915M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TPCW
5
TD Private Client Wealth
New York
$26.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.34B
2
CS
2
Credit Suisse
Switzerland
$0
3
RJA
3
Raymond James & Associates
Florida
$85.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
MNG
5
Manning & Napier Group
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
401
Jones Financial Companies
Missouri
$135K +$135K +2,901 New
PFBT
402
Parkside Financial Bank & Trust
Missouri
$135K +$1.07K +23 +0.8%
BWA
403
BDO Wealth Advisors
Florida
$128K -$47K -1,010 -27%
Nomura Asset Management
404
Nomura Asset Management
Japan
$126K -$13.8M -295,700 -99%
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$125K -$11.1K -238 -8%
William Blair & Company
406
William Blair & Company
Illinois
$123K -$232K -4,989 -65%
IGWM
407
ICA Group Wealth Management
Colorado
$119K -$634K -13,622 -84%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$119K -$33.8K -725 -22%
LSA
409
Lansing Street Advisors
Pennsylvania
$116K +$605 +13 +0.5%
PTC
410
Private Trust Company
Ohio
$114K -$3.49K -75 -3%
FWP
411
FAS Wealth Partners
Kansas
$113K +$559 +12 +0.5%
TRCT
412
Tower Research Capital (TRC)
New York
$111K +$8.64K +186 +8%
AAM
413
Advisors Asset Management
Colorado
$100K -$3.12K -67 -3%
FFA
414
Farther Finance Advisors
California
$93.7K +$9.54K +205 +11%
GWM
415
Geneos Wealth Management
Colorado
$93K +$82.7K +1,777 +804%
FRA
416
Front Row Advisors
California
$93K – – –
RWPA
417
Richard W. Paul & Associates
Michigan
$92.8K -$3.4K -73 -4%
HI
418
Harbour Investments
Wisconsin
$85.7K -$45.7K -982 -35%
ACA
419
Aptus Capital Advisors
Alabama
$84.7K -$206K -4,423 -71%
Simplex Trading
420
Simplex Trading
Illinois
$75K -$43.1K -930 -36%
SPIA
421
Steward Partners Investment Advisory
New York
$75K -$7.77K -167 -9%
CHA
422
Carmichael Hill & Associates
Maryland
$66.8K -$39.8K -855 -37%
GWS
423
Glassman Wealth Services
Virginia
$65.5K +$65.5K +1,408 New
FA
424
Faithward Advisors
Pennsylvania
$64.3K -$4.31K -92 -6%
AWM
425
Avior Wealth Management
Nebraska
$64.2K +$186 +4 +0.3%
15 16
17
18 19