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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 %
MA
426
Montag & Associates
Georgia
$63.6K – – –
HNB
427
Huntington National Bank
Ohio
$63.4K -$2.05K – –
GI
428
Gradient Investments
Minnesota
$63.2K -$437K -9,385 -87%
LFG
429
Larson Financial Group
Missouri
$61.9K +$34K +731 +122%
IRC
430
Investors Research Corp
Georgia
$59K +$1.58K +34 +3%
TCWA
431
Ten Capital Wealth Advisors
Washington
$54.9K -$3.03K -65 -5%
AWM
432
Accel Wealth Management
Iowa
$53.3K -$7.31K -157 -12%
BSB
433
Bangor Savings Bank
Maine
$50.7K -$4.19K -90 -8%
PA
434
Parallel Advisors
California
$48.8K +$9.45K +203 +24%
NFSG
435
Newbridge Financial Services Group
Florida
$48.7K -$93 -2 -0.2%
DSC
436
Duncker Streett & Co
Missouri
$48.4K – – –
SWG
437
Summit Wealth Group
Vermont
$48K +$44.8K +2,086,620 +1,394%
CWC
438
Carolinas Wealth Consulting
North Carolina
$43.5K – – –
CA
439
Centerpoint Advisors
Massachusetts
$43K +$43K +928 New
M
440
MOTCO
Texas
$40.1K +$13.6K +292 +51%
GWANC
441
Guardian Wealth Advisors (North Carolina)
North Carolina
$34.1K – – –
HWA
442
HHM Wealth Advisors
Tennessee
$31.6K +$31.6K +678 New
TAM
443
Tucker Asset Management
Colorado
$29.9K +$13.8K +297 +86%
IF
444
Integrity Financial
Wyoming
$29.3K +$20.5K +441 +235%
RG
445
Retirement Group
California
$29K – – –
FGAM
446
Financial Gravity Asset Management
Texas
$28.6K +$22.9K +8,137 +404%
GM
447
GeoWealth Management
Illinois
$28K – – –
AA
448
Addison Advisors
Vermont
$26.3K – – –
JHCP
449
Jackson Hole Capital Partners
Oklahoma
$25.8K – – –
SVCP
450
Silicon Valley Capital Partners
California
$25.6K +$25.6K +551 New
16 17
18
19 20