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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.97B
2
Jane Street
2
Jane Street
New York
$81.8M
3
RA
3
Rational Advisors
New York
$35M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$19.7M
5
TA
5
Tiedemann Advisors
New York
$31.8M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$0
2
MNG
2
Manning & Napier Group
New York
$22.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$419M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$0
5
Bank of America
5
Bank of America
North Carolina
$1.79B
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
26
Ally Invest Advisors
North Carolina
$46M 1,020,326 +1,863 +0.2%
Financial Engines Advisors
27
Financial Engines Advisors
California
$43.1M 956,616 +108,546 +13%
Mitsubishi UFJ Asset Management
28
Mitsubishi UFJ Asset Management
Japan
$37.5M 830,900 -51,200 -6%
BC
29
Bartlett & Co
Ohio
$36.5M 810,060 -22,085 -3%
BCWM
30
Bartlett & Co Wealth Management
Ohio
$36.5M 810,060 -22,085 -3%
RA
31
Rational Advisors
New York
$35M 776,982 +611,972 +371%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$34.4M 761,851 – –
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$33.9M 752,215 -15,345 -2%
CS
34
Credit Suisse
Switzerland
$32.2M 715,178 -13,580 -2%
TA
35
Tiedemann Advisors
New York
$31.8M 704,975 +392,453 +126%
Victory Capital Management
36
Victory Capital Management
Texas
$31.6M 699,884 +228,842 +49%
Wells Fargo
37
Wells Fargo
California
$28.8M 638,490 -259,593 -29%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$28.7M 636,053 -18,085 -3%
AA
39
Advisory Alpha
Michigan
$26.2M 580,764 +11,606 +2%
UBS Group
40
UBS Group
Switzerland
$25.8M 573,153 +9,569 +2%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$25.6M 566,707 -2,292 -0.4%
MIS
42
Morningstar Investment Services
Illinois
$24.9M 555,423 -19,195 -3%
BIA
43
Bell Investment Advisors
California
$24.6M 546,314 +23,761 +5%
HighTower Advisors
44
HighTower Advisors
Illinois
$24.4M 541,386 -7,003 -1%
TLFA
45
True Link Financial Advisors
California
$23.7M 525,123 +49,363 +10%
OPS
46
Orion Portfolio Solutions
Nebraska
$22.9M 507,956 +20,883 +4%
AF
47
Allworth Financial
California
$22.8M 504,568 +52,838 +12%
QFA
48
Quantum Financial Advisors
California
$22.6M 500,137 -26,254 -5%
MNG
49
Manning & Napier Group
New York
– – – –
ZIG
50
Zurich Insurance Group
Switzerland
$21.1M 467,648 – –
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