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

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$276M
2
Jane Street
Jane Street
New York
$0
3
MWM
Mission Wealth Management
California
$1.13M
4
RJA
Raymond James & Associates
Florida
$113M
5
MNG
Manning & Napier Group
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
476
BerganKDV Wealth Management
Minnesota
$6.19K +$6.19K +136 New
TWM
477
Tradition Wealth Management
Minnesota
$6K – – –
EW
478
Element Wealth
Mississippi
$5.96K – – –
SBL
479
Sargent Bickham Lagudis
Colorado
$5.78K +$5.78K +127 New
AIC
480
Archer Investment Corporation
Indiana
$5.19K – – –
WT
481
Whittier Trust
California
$5.14K – – –
PP
482
Pacifica Partners
Canada
$5.12K – – –
FCAS
483
First Command Advisory Services
Texas
$5K +$5K +162 New
MAWCM
484
Mine & Arao Wealth Creation & Management
California
$4.55K – – –
PSB
485
Piscataqua Savings Bank
New Hampshire
$4.55K – – –
DJSG
486
D.J. St. Germain
Massachusetts
$4.14K +$3.76K +82,548 +993%
CB
487
Centennial Bank
Arkansas
$4.1K +$4.1K +90 New
HFS
488
Hantz Financial Services
Michigan
$4K -$1.23K -27 -23%
SCA
489
Stonebridge Capital Advisors
Minnesota
$3.97K +$46 +1 +1%
FWM
490
Focused Wealth Management
New York
$3.96K – – –
CA
491
Clearstead Advisors
Ohio
$3.78K – – –
JFA
492
JNBA Financial Advisors
Minnesota
$3.51K – – –
VFA
493
Values First Advisors
Tennessee
$3.19K -$3.91K -86 -55%
WT
494
Washington Trust
Rhode Island
$3.19K – – –
AAP
495
Arax Advisory Partners
Colorado
$3.14K +$3.14K +69 New
TF
496
Tompkins Financial
New York
$3K – – –
BWL
497
Bogart Wealth LLC
Virginia
$2.73K -$88.5K -1,945 -97%
HWA
498
Heritage Wealth Advisors
Virginia
$2.73K +$2.73K +60 New
BLC
499
Brown, Lisle/Cummings
Rhode Island
$2.5K – – –
HNB
500
Huntington National Bank
Ohio
$2.05K -$3K – –
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