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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 %
SWA
451
SOA Wealth Advisors
New York
$21.1K – – –
FPB
452
First PREMIER Bank
South Dakota
$21K – – –
PCMC
453
Private Capital Management (Colorado)
Colorado
$19.2K +$19.2K +439 New
S
454
SignatureFD
Georgia
$18.6K +$17.8K +407 +2,261%
BSB
455
Bangor Savings Bank
Maine
$18.5K -$12.7K -290 -41%
CHA
456
Carmichael Hill & Associates
Maryland
$18.2K -$3.33K -76 -15%
AW
457
Avion Wealth
Texas
$18K +$1.55K +36 +9%
PPWM
458
PFG Private Wealth Management
Florida
$17K +$17K +388 New
BBHC
459
Brown Brothers Harriman & Co
New York
$16.8K +$16.8K +383 New
AGWCA
460
Annis Gardner Whiting Capital Advisors
Florida
$16.3K +$16.3K +372 New
LC
461
Lindbrook Capital
California
$15.5K +$14.4K +330 +1,320%
EWM
462
EPG Wealth Management
Georgia
$13.7K – – –
CAS
463
Coppell Advisory Solutions
Texas
$13.6K +$2.09K +46 +18%
FFC
464
First Financial Corp
Indiana
$12.9K +$12.9K +294 New
AAP
465
Arax Advisory Partners
Colorado
$11.7K +$11.7K +267 New
CMA
466
Cedar Mountain Advisors
Oregon
$11.4K – – –
OA
467
Operose Advisors
Wisconsin
$11K – – –
KFI
468
Key Financial Inc
Pennsylvania
$9.98K – – –
EWP
469
Elevation Wealth Partners
California
$9.68K – – –
CWM
470
Cranbrook Wealth Management
Michigan
$9.68K +$9.68K +221 New
VWM
471
Valley Wealth Managers
New Jersey
$9.02K – – –
HIA
472
Harbor Investment Advisory
Maryland
$8.8K +$88 +2 +1%
ACM
473
Antonetti Capital Management
Florida
$8.76K – – –
CSC
474
Caldwell Sutter Capital
California
$8.71K – – –
BWM
475
Baystate Wealth Management
Massachusetts
$8.52K +$44 +1 +0.5%
17 18
19
20 21