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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.7B
2
Bank of America
2
Bank of America
North Carolina
$2.4B
3
BOH
3
Bank of Hawaii
Hawaii
$46.6M
4
Ameriprise
4
Ameriprise
Minnesota
$184M
5
RVPG
5
Relative Value Partners Group
$29.8M

Top Sellers

1
MG
1
Mather Group
Illinois
$138M
2
SWG
2
Summit Wealth Group
Vermont
$1.36M
3
Charles Schwab
3
Charles Schwab
California
$72.5M
4
MNG
4
Manning & Napier Group
New York
$21.5M
5
AF
5
Allworth Financial
California
$27.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$53.3M 1,159,101 -34,281 -3%
VA
27
Valmark Advisers
Ohio
$50.5M 1,097,695 +48,378 +5%
Wells Fargo
28
Wells Fargo
California
$46.8M 1,017,250 +37,786 +4%
AIA
29
Ally Invest Advisors
North Carolina
$46.8M 1,016,925 +913 +0.1%
Financial Engines Advisors
30
Financial Engines Advisors
California
$46.7M 1,016,072 -400 -0%
BOH
31
Bank of Hawaii
Hawaii
$46.6M 1,013,989 +517,852 +104%
EWM
32
Executive Wealth Management
Michigan
$43.5M 946,210 -13,486 -1%
Mitsubishi UFJ Asset Management
33
Mitsubishi UFJ Asset Management
Japan
$38.3M 832,000 -64,000 -7%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$36.9M 802,224 – –
BIA
35
Bell Investment Advisors
California
$35M 761,454 +34,553 +5%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$33.7M 733,564 +16,814 +2%
AI
37
Atria Investments
North Carolina
$31.6M 688,005 +132,284 +24%
TPCW
38
TD Private Client Wealth
New York
$31.5M 685,021 +121,021 +21%
BCWM
39
Bartlett & Co Wealth Management
Ohio
$30.8M 668,888 -76,348 -10%
BC
40
Bartlett & Co
Ohio
$30.8M 668,888 -76,348 -10%
RVPG
41
Relative Value Partners Group
$29.8M 647,484 +484,822 +298%
Victory Capital Management
42
Victory Capital Management
Texas
$29.7M 645,347 -137,586 -18%
HighTower Advisors
43
HighTower Advisors
Illinois
$29.4M 638,712 -6,642 -1%
TLFA
44
True Link Financial Advisors
California
$28.7M 623,935 +11,009 +2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$28.2M 614,215 -13,890 -2%
AF
46
Allworth Financial
California
$27.8M 603,592 -194,641 -24%
Truist Financial
47
Truist Financial
North Carolina
$27.3M 592,758 +15,436 +3%
AA
48
Advisory Alpha
Michigan
$25.6M 557,470 -9,289 -2%
BCI
49
Brinker Capital Investments
Pennsylvania
$24.2M 525,306 +6,869 +1%
OPS
50
Orion Portfolio Solutions
Nebraska
$24.2M 525,306 +6,869 +1%
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