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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

523 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 235 reducing their positions, and 73 closing their positions.

Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.84%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.56%
New
72
Increased
149
Reduced
235
Closed
73
Calls
$961K
Puts
$2.22M
Net Calls
-$1.26M
Net Calls Change
-$977K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.16B
2
AssetMark Inc
2
AssetMark Inc
California
$432M
3
RJA
3
Raymond James & Associates
Florida
$150M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$56.9M
5
CF
5
Cantor Fitzgerald
New York
$48.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.92B
2
Charles Schwab
2
Charles Schwab
California
$139M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$467M
4
ECM
4
Evergreen Capital Management
Washington
$1.83M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$919M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
26
Ally Invest Advisors
North Carolina
$48.7M 1,018,463 -26,886 -3%
CF
27
Cantor Fitzgerald
New York
$48.5M 1,015,177 +1,015,177 New
Wells Fargo
28
Wells Fargo
California
$42.9M 898,083 -490,651 -35%
Mitsubishi UFJ Asset Management
29
Mitsubishi UFJ Asset Management
Japan
$42.2M 882,100 -110,200 -11%
Financial Engines Advisors
30
Financial Engines Advisors
California
$40.5M 848,070 +848,070 New
BC
31
Bartlett & Co
Ohio
$39.8M 832,145 -941 -0.1%
BCWM
32
Bartlett & Co Wealth Management
Ohio
$39.8M 832,145 -941 -0.1%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$36.7M 767,560 +369,796 +93%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$36.4M 761,851 – –
CS
35
Credit Suisse
Switzerland
$34.8M 728,758 – –
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$31.2M 654,138 -12,024 -2%
MIS
37
Morningstar Investment Services
Illinois
$27.3M 574,618 -17,690 -3%
AA
38
Advisory Alpha
Michigan
$27.2M 569,158 -202,747 -26%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$27.2M 568,999 +14,898 +3%
UBS Group
40
UBS Group
Switzerland
$26.9M 563,584 -167,892 -23%
HighTower Advisors
41
HighTower Advisors
Illinois
$26.2M 548,389 -38,923 -7%
QFA
42
Quantum Financial Advisors
California
$25.7M 526,391 +526,391 New
UCFA
43
United Capital Financial Advisors
Texas
$25M 522,951 -55,988 -10%
BIA
44
Bell Investment Advisors
California
$25M 522,553 +522,553 New
MNG
45
Manning & Napier Group
New York
– – – –
OPS
46
Orion Portfolio Solutions
Nebraska
$23.3M 487,073 -15,728 -3%
TLFA
47
True Link Financial Advisors
California
$22.7M 475,760 +35,572 +8%
Victory Capital Management
48
Victory Capital Management
Texas
$22.5M 471,042 +80,446 +21%
ZIG
49
Zurich Insurance Group
Switzerland
$22.4M 467,648 – –
AF
50
Allworth Financial
California
$21.6M 451,730 +15,115 +3%
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