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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

532 hedge funds and large institutions have $14.4B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
8.48%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
59
Increased
237
Reduced
172
Closed
54
Calls
$1.95M
Puts
$2.18M
Net Calls
-$227K
Net Calls Change
-$434K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.78B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Charles Schwab
Charles Schwab
California
$133M
4
HC
Hamilton Capital
Ohio
$53.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$127M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
$9.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$716M
3
ECM
Evergreen Capital Management
Washington
$15M
4
MNG
Manning & Napier Group
New York
$20.6M
5
RJA
Raymond James & Associates
Florida
$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
426
Vestor Capital
Illinois
$77K -$20.1K -458 -21%
BFEC
427
Benjamin F. Edwards & Company
Missouri
$72K +$2.18K +50 +3%
IPW
428
Impact Partnership Wealth
Georgia
$66.5K -$27.4K -625 -29%
SS
429
Sunbelt Securities
Texas
$62.6K -$35.5K -811 -36%
Citigroup
430
Citigroup
New York
$60.4K +$39.8K +910 +194%
MA
431
Montag & Associates
Georgia
$59.8K – – –
UB
432
UMB Bank
Missouri
$59.7K – – –
PA
433
Parallel Advisors
California
$52.4K -$9.19K -210 -15%
FA
434
Faithward Advisors
Pennsylvania
$51K – – –
GI
435
Gradient Investments
Minnesota
$49.6K +$9.02K +206 +22%
MHR
436
Matthew Hamilton Rosenberg
$48.9K – – –
DSC
437
Duncker Streett & Co
Missouri
$45.5K – – –
SPIA
438
Steward Partners Investment Advisory
New York
$43.8K -$13.8K -315 -24%
CIA
439
Cape Investment Advisory
Georgia
$41.8K +$919 +21 +2%
IRC
440
Investors Research Corp
Georgia
$40.6K -$131 -3 -0.3%
CWC
441
Carolinas Wealth Consulting
North Carolina
$39.9K – – –
GWANC
442
Guardian Wealth Advisors (North Carolina)
North Carolina
$32.9K – – –
CCM
443
Chilton Capital Management
Texas
$31.8K +$31.8K +727 New
M
444
MOTCO
Texas
$30K -$19.9K -455 -40%
TAM
445
Tucker Asset Management
Colorado
$28.2K – – –
AA
446
Addison Advisors
Vermont
$25.7K +$1.27K +29 +5%
NFSG
447
Newbridge Financial Services Group
Florida
$24.3K -$21.8K -497 -47%
JHCP
448
Jackson Hole Capital Partners
Oklahoma
$24.3K – – –
MA
449
MCF Advisors
Kentucky
$24.2K +$24.2K +552 +55,200%
TC
450
Truvestments Capital
Florida
$21.4K +$219 +5 +1%
16 17
18
19 20