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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.7B
2
Bank of America
Bank of America
North Carolina
$2.4B
3
BOH
Bank of Hawaii
Hawaii
$46.6M
4
Ameriprise
Ameriprise
Minnesota
$184M
5
RVPG
Relative Value Partners Group
$29.8M

Top Sellers

1
MG
Mather Group
Illinois
$138M
2
SWG
Summit Wealth Group
Vermont
$1.36M
3
Charles Schwab
Charles Schwab
California
$72.5M
4
MNG
Manning & Napier Group
New York
$21.5M
5
AF
Allworth Financial
California
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
426
Front Row Advisors
California
$92K – – –
ACA
427
Aptus Capital Advisors
Alabama
$83.7K – – –
BFEC
428
Benjamin F. Edwards & Company
Missouri
$74K -$44K -952 -37%
PA
429
Parallel Advisors
California
$64.7K +$16.4K +357 +34%
MA
430
Montag & Associates
Georgia
$62.9K – – –
WOSD
431
WFA of San Diego
California
$62.8K +$62.8K +1,365 New
UB
432
UMB Bank
Missouri
$62.7K -$596K -12,959 -90%
SPIA
433
Steward Partners Investment Advisory
New York
$60.5K -$13.6K -296 -18%
FFA
434
Founders Financial Alliance
North Carolina
$58.5K +$58.5K +1,273 New
ICM
435
Intrepid Capital Management
Florida
$56.4K – – –
AIC
436
Archer Investment Corporation
Indiana
$54.7K +$46.9K +1,020 +604%
FA
437
Faithward Advisors
Pennsylvania
$52.5K -$9.16K -204 -15%
M
438
MOTCO
Texas
$52.5K +$12.9K +280 +33%
MHR
439
Matthew Hamilton Rosenberg
$51.4K -$543K -11,800 -91%
LFG
440
Larson Financial Group
Missouri
$50.9K -$10.2K -222 -17%
NFSG
441
Newbridge Financial Services Group
Florida
$48.3K +$184 +4 +0.4%
DSC
442
Duncker Streett & Co
Missouri
$47.8K – – –
HNB
443
Huntington National Bank
Ohio
$44.4K -$63.4K – –
CWC
444
Carolinas Wealth Consulting
North Carolina
$43K – – –
CIA
445
Cape Investment Advisory
Georgia
$42.9K +$18.4K +399 +75%
IRC
446
Investors Research Corp
Georgia
$42.8K -$15.5K -338 -27%
GI
447
Gradient Investments
Minnesota
$42.6K -$19.9K -432 -32%
CFFP
448
Center for Financial Planning
Michigan
$37.3K +$36.9K +803 +10,038%
HWA
449
HHM Wealth Advisors
Tennessee
$35.6K +$4.46K +97 +14%
NRG
450
Nemes Rush Group
Michigan
$34.2K +$34.2K +743 New
16 17
18
19 20