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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

514 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 222 increasing their positions, 164 reducing their positions, and 63 closing their positions.

Holders
514
Holders Change
-11
Holders Change %
-2.1%
% of All Funds
8.23%
Holding in Top 10
39
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.02%
% of All Funds
0.62%
New
65
Increased
222
Reduced
164
Closed
63
Calls
$1.02M
Puts
$1.42M
Net Calls
-$395K
Net Calls Change
+$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.64B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$357M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$915M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TPCW
5
TD Private Client Wealth
New York
$26.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.34B
2
CS
2
Credit Suisse
Switzerland
$0
3
RJA
3
Raymond James & Associates
Florida
$85.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
MNG
5
Manning & Napier Group
New York
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$48.8M 1,049,317 +34,035 +3%
Financial Engines Advisors
27
Financial Engines Advisors
California
$47.3M 1,016,472 +17,290 +2%
AIA
28
Ally Invest Advisors
North Carolina
$47.3M 1,016,012 +729 +0.1%
Wells Fargo
29
Wells Fargo
California
$45.6M 979,464 +216,698 +28%
EWM
30
Executive Wealth Management
Michigan
$44.7M 959,696 +72,213 +8%
Mitsubishi UFJ Asset Management
31
Mitsubishi UFJ Asset Management
Japan
$41.7M 896,000 -4,400 -0.5%
MIS
32
Morningstar Investment Services
Illinois
$40.5M 872,399 +14,397 +2%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$37.3M 802,224 +40,373 +5%
AF
34
Allworth Financial
California
$37.2M 798,233 +301,007 +61%
Victory Capital Management
35
Victory Capital Management
Texas
$36.4M 782,933 – –
BC
36
Bartlett & Co
Ohio
$34.7M 745,236 +18,098 +2%
BCWM
37
Bartlett & Co Wealth Management
Ohio
$34.7M 745,236 +18,098 +2%
BIA
38
Bell Investment Advisors
California
$33.8M 726,901 +39,722 +6%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$33.4M 716,750 +258 +0%
HighTower Advisors
40
HighTower Advisors
Illinois
$30M 645,354 +16,823 +3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$29.2M 628,105 +17,779 +3%
TLFA
42
True Link Financial Advisors
California
$28.5M 612,926 +48,708 +9%
Truist Financial
43
Truist Financial
North Carolina
$26.9M 577,322 +41,784 +8%
AA
44
Advisory Alpha
Michigan
$26.4M 566,759 +14,485 +3%
TPCW
45
TD Private Client Wealth
New York
$26.3M 564,000 +516,993 +1,100%
AI
46
Atria Investments
North Carolina
$25.9M 555,721 +20,391 +4%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$25.4M 545,404 -26,255 -5%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$24.4M 523,618 +56,697 +12%
OPS
49
Orion Portfolio Solutions
Nebraska
$24.1M 518,437 +25,835 +5%
BCI
50
Brinker Capital Investments
Pennsylvania
$24.1M 518,437 +518,437 New
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