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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 %
MCC
426
Money Concepts Capital
Florida
$49K +$9.42K +196 +24%
HFA
427
HC Financial Advisors
California
$48K +$48K +1,000 New
IRC
428
Investors Research Corp
Georgia
$46K – – –
CWC
429
Carolinas Wealth Consulting
North Carolina
$45K – – –
PB
430
Pinnacle Bancorp
Nebraska
$42K -$156K -3,262 -79%
PCG
431
Private Capital Group
Connecticut
$42K -$139K -2,927 -77%
MW
432
Milestone Wealth
New York
$41K – – –
HS
433
Horan Securities
United States
$39K – – –
SAM
434
S.A. Mason
Michigan
$38K -$22.1K -460 -37%
AIM
435
Anchor Investment Management
South Carolina
$37.1K +$37.1K +777 New
NC
436
NewSquare Capital
Pennsylvania
$34K +$27.6K +572 +430%
GI
437
Gradient Investments
Minnesota
$33K -$2.96K -62 -8%
FGAM
438
Financial Gravity Asset Management
Texas
$31.2K +$25.6K +3,995 +461%
RG
439
Retirement Group
California
$30K +$23.1K +488 +337%
HR
440
Howe & Rusling
New York
$27K +$5.74K +120 +27%
JHCP
441
Jackson Hole Capital Partners
Oklahoma
$26K – – –
AA
442
Addison Advisors
Vermont
$26K +$26K +545 New
IF
443
Integrity Financial
Wyoming
$25K +$16.2K +345 +184%
National Bank of Canada
444
National Bank of Canada
Quebec, Canada
$24K – – –
JPLA
445
Joseph P. Lucia & Associates
New York
$24K – – –
AW
446
ACG Wealth
Georgia
$24K +$24K +503 New
OCM
447
Orion Capital Management
California
$23K -$23.3K -489 -50%
SWA
448
SOA Wealth Advisors
New York
$23K – – –
TC
449
Truvestments Capital
Florida
$23K +$23K +472 New
LWANC
450
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K -$23.5K -500 -52%
16 17
18
19 20