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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

525 hedge funds and large institutions have $13.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 179 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+27
Holders Change %
+5.42%
% of All Funds
8.47%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.76%
New
81
Increased
179
Reduced
198
Closed
47
Calls
$1.86M
Puts
$3.89M
Net Calls
-$2.03M
Net Calls Change
+$838K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.45B
2
RWP
2
RWA Wealth Partners
Massachusetts
$160M
3
Ameriprise
3
Ameriprise
Minnesota
$143M
4
ECM
4
Evergreen Capital Management
Washington
$56.4M
5
EWM
5
Executive Wealth Management
Michigan
$40.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$276M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Mission Wealth Management
California
$1.13M
4
RJA
4
Raymond James & Associates
Florida
$113M
5
MNG
5
Manning & Napier Group
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
26
Ally Invest Advisors
North Carolina
$46.2M -$230K -5,043 -0.5%
VA
27
Valmark Advisers
Ohio
$46.2M -$17M -372,789 -27%
Financial Engines Advisors
28
Financial Engines Advisors
California
$45.5M +$1.94M +42,566 +4%
Mitsubishi UFJ Asset Management
29
Mitsubishi UFJ Asset Management
Japan
$41M +$3.16M +69,500 +8%
EWM
30
Executive Wealth Management
Michigan
$40.4M +$38.6M +847,123 +2,099%
MIS
31
Morningstar Investment Services
Illinois
$39.5M +$13.9M +302,579 +54%
Victory Capital Management
32
Victory Capital Management
Texas
$35.6M +$3.78M +83,049 +12%
Wells Fargo
33
Wells Fargo
California
$34.7M +$5.66M +124,276 +19%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$34.7M – – –
BCWM
35
Bartlett & Co Wealth Management
Ohio
$33.1M -$3.77M -82,922 -10%
BC
36
Bartlett & Co
Ohio
$33.1M -$3.77M -82,922 -10%
CS
37
Credit Suisse
Switzerland
$33M +$452K +9,928 +1%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$32.6M -$1.63M -35,723 -5%
BIA
39
Bell Investment Advisors
California
$31.3M +$6.41M +140,865 +26%
HighTower Advisors
40
HighTower Advisors
Illinois
$28.6M +$3.97M +87,145 +16%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$27.8M -$1.17M -25,727 -4%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$26M +$225K +4,952 +0.9%
TLFA
43
True Link Financial Advisors
California
$25.7M +$1.78M +39,095 +7%
AA
44
Advisory Alpha
Michigan
$25.1M -$1.3M -28,490 -5%
CW
45
Connectus Wealth
Ohio
$24.4M +$24.4M +535,789 New
Truist Financial
46
Truist Financial
North Carolina
$24.4M +$4.75M +104,441 +24%
AI
47
Atria Investments
North Carolina
$24.4M +$12.4M +272,456 +104%
CWM
48
Congress Wealth Management
Massachusetts
$23.2M +$22.6M +496,523 +3,714%
AF
49
Allworth Financial
California
$22.6M -$334K -7,342 -1%
OPS
50
Orion Portfolio Solutions
Nebraska
$22.4M -$699K -15,354 -3%
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