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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 %
CIAS
451
Capital Investment Advisory Services
North Carolina
$18.9K +$1.19K +26 +7%
FA
452
Fiduciary Alliance
South Carolina
$18.3K +$18.3K +403 New
AW
453
Avion Wealth
Texas
$18K – – –
TAM
454
Tucker Asset Management
Colorado
$15.8K -$22.1K -483 -58%
CAS
455
Coppell Advisory Solutions
Texas
$13.6K +$13.6K +299 New
CASC
456
Coppell Advisory Solutions Corp
Texas
$13.6K +$13.6K +299 New
VWM
457
Valley Wealth Managers
New Jersey
$12.9K -$871K -19,136 -99%
RFS
458
Retirement Financial Solutions
Tennessee
$12.4K +$12.4K +272 New
CMA
459
Cedar Mountain Advisors
Oregon
$11.9K – – –
OA
460
Operose Advisors
Wisconsin
$11.5K – – –
KFI
461
Key Financial Inc
Pennsylvania
$10.3K – – –
GWM
462
Geneos Wealth Management
Colorado
$10.1K +$2.37K +52 +31%
FSWA
463
Financial Synergies Wealth Advisors
Texas
$10.1K +$91 +2 +0.9%
BCMLT
464
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.6K +$8.83K +194 +1,141%
ACM
465
Antonetti Capital Management
Florida
$9.1K – – –
HIA
466
Harbor Investment Advisory
Maryland
$9.01K – – –
ZIG
467
Zullo Investment Group
Pennsylvania
$8.74K – – –
IF
468
Integrity Financial
Wyoming
$8.56K -$15.7K -345 -65%
PMFA
469
Plante Moran Financial Advisors
Michigan
$8.01K -$410 -9 -5%
BBHC
470
Brown Brothers Harriman & Co
New York
$7.74K +$7.74K +170 New
GTAM
471
Global Trust Asset Management
Florida
$7.1K – – –
HBW
472
Hazlett, Burt & Watson
West Virginia
$7K +$4.07K +96 +139%
MWM
473
Mascoma Wealth Management
New Hampshire
$6.83K +$6.83K +150 New
NMG
474
New Millennium Group
Utah
$6.76K -$318 -7 -4%
RIA
475
Realta Investment Advisors
Delaware
$6.32K -$10.8K -237 -63%
17 18
19
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