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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 %
GWANC
451
Guardian Wealth Advisors (North Carolina)
North Carolina
$33.7K – – –
BSB
452
Bangor Savings Bank
Maine
$32.7K -$17.3K -377 -35%
TAM
453
Tucker Asset Management
Colorado
$29.6K – – –
RG
454
Retirement Group
California
$28.7K – – –
IF
455
Integrity Financial
Wyoming
$28.3K -$598 -13 -2%
AA
456
Addison Advisors
Vermont
$25.7K -$276 -6 -1%
JHCP
457
Jackson Hole Capital Partners
Oklahoma
$25.5K – – –
CA
458
Clearstead Advisors
Ohio
$24.5K +$24.5K +532 New
CHA
459
Carmichael Hill & Associates
Maryland
$22.6K -$43.5K -945 -66%
CIAS
460
Capital Investment Advisory Services
North Carolina
$22.4K +$3.31K +72 +17%
TC
461
Truvestments Capital
Florida
$22.3K +$138 +3 +0.6%
SWA
462
SOA Wealth Advisors
New York
$22.2K – – –
FPB
463
First PREMIER Bank
South Dakota
$22K – – –
Citigroup
464
Citigroup
New York
$21.6K -$46 -1 -0.2%
VCM
465
Versant Capital Management
Arizona
$18.9K +$18.9K +411 New
FA
466
Fiduciary Alliance
South Carolina
$18.9K +$18.9K +410 New
CWM
467
CarsonAllaria Wealth Management
Illinois
$17.7K +$138 +3 +0.8%
NC
468
NewSquare Capital
Pennsylvania
$17.1K +$17.1K +371 New
AW
469
Avion Wealth
Texas
$17K -$799 -18 -4%
PP
470
PrairieView Partners
Minnesota
$17K +$17K +373 New
WWM
471
Wolff Wiese Magana
California
$15.6K +$15.6K +340 New
EWM
472
EPG Wealth Management
Georgia
$14.4K – – –
FGAM
473
Financial Gravity Asset Management
Texas
$14.2K +$5.01K +5,552 +55%
OP
474
ORG Partners
Indiana
$13.1K +$13.1K +290 New
CMA
475
Cedar Mountain Advisors
Oregon
$12K – – –
17 18
19
20 21