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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 %
CIA
451
Cape Investment Advisory
Georgia
$24.9K +$24.9K +534 New
SCA
452
Stonebridge Capital Advisors
Minnesota
$23.6K +$19.5K +419 +482%
SWA
453
SOA Wealth Advisors
New York
$22.5K – – –
TC
454
Truvestments Capital
Florida
$22.4K +$140 +3 +0.6%
FPFS
455
First Personal Financial Services
North Carolina
$22K +$22K +473 New
FPB
456
First PREMIER Bank
South Dakota
$22K – – –
Citigroup
457
Citigroup
New York
$21.9K -$21.8K -469 -50%
NHT
458
New Hampshire Trust
New Hampshire
$21.9K – – –
CIAS
459
Capital Investment Advisory Services
North Carolina
$19.4K +$93 +2 +0.5%
JFA
460
JNBA Financial Advisors
Minnesota
$19.4K +$15.8K +339 +440%
AW
461
Avion Wealth
Texas
$18K – – –
CWM
462
CarsonAllaria Wealth Management
Illinois
$17.8K +$17.8K +381 New
EWM
463
EPG Wealth Management
Georgia
$14.6K +$14.6K +313 New
CMA
464
Cedar Mountain Advisors
Oregon
$12.1K – – –
OA
465
Operose Advisors
Wisconsin
$11.7K – – –
KFI
466
Key Financial Inc
Pennsylvania
$10.6K – – –
BWS
467
Buck Wealth Strategies
Colorado
$10.5K +$10.5K +221 New
VWM
468
Valley Wealth Managers
New Jersey
$9.59K -$3.63K -78 -27%
ACM
469
Antonetti Capital Management
Florida
$9.31K – – –
HIA
470
Harbor Investment Advisory
Maryland
$9.26K +$47 +1 +0.5%
Commonwealth Equity Services
471
Commonwealth Equity Services
Massachusetts
$8.33K -$204 -4,388 -2%
AIC
472
Archer Investment Corporation
Indiana
$7.87K +$2.56K +55 +48%
TWD
473
True Wealth Design
Ohio
$7.68K +$7.68K +165 New
GTAM
474
Global Trust Asset Management
Florida
$7.26K – – –
MWM
475
Mascoma Wealth Management
New Hampshire
$7K – – –
17 18
19
20 21