VMBS icon

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 %
EC
426
Elequin Capital
New York
$55.7K +$55.7K +1,223 New
BSB
427
Bangor Savings Bank
Maine
$54K -$28.4K -620 -34%
NFSG
428
Newbridge Financial Services Group
Florida
$47.7K +$409 +9 +0.9%
DSC
429
Duncker Streett & Co
Missouri
$47.3K – – –
PB
430
Pinnacle Bancorp
Nebraska
$47K +$6.77K +148 +17%
SIC
431
Salem Investment Counselors
North Carolina
$43.5K +$43.5K +956 New
Citigroup
432
Citigroup
New York
$42.7K -$1.28K -28 -3%
CWC
433
Carolinas Wealth Consulting
North Carolina
$42.6K – – –
PA
434
Parallel Advisors
California
$38.5K -$15.7K -345 -29%
CDIA
435
Capital Directions Investment Advisors
Georgia
$37K +$37K +812 New
CS
436
Comerica Securities
Michigan
$35.9K +$35.9K +789 New
GEA
437
Glen Eagle Advisors
New Jersey
$34.7K +$33.3K +732 +2,361%
GWANC
438
Guardian Wealth Advisors (North Carolina)
North Carolina
$33.4K – – –
RG
439
Retirement Group
California
$28K +$24.9K +555 +793%
HS
440
Horan Securities
United States
$27.6K -$9.79K -215 -26%
LFG
441
Larson Financial Group
Missouri
$27.2K +$13.9K +306 +105%
GM
442
GeoWealth Management
Illinois
$27K +$27K +604 New
M
443
MOTCO
Texas
$25.9K -$34.6K -759 -57%
AA
444
Addison Advisors
Vermont
$25.7K +$865 +19 +3%
JHCP
445
Jackson Hole Capital Partners
Oklahoma
$25.2K – – –
CTB
446
Country Trust Bank
Illinois
$22.2K +$22.2K +487 New
SWA
447
SOA Wealth Advisors
New York
$22K – – –
TC
448
Truvestments Capital
Florida
$21.8K +$182 +4 +0.8%
NHT
449
New Hampshire Trust
New Hampshire
$21.4K +$21.4K +470 New
FPB
450
First PREMIER Bank
South Dakota
$21K – – –
16 17
18
19 20