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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TWM
476
Tradition Wealth Management
Minnesota
$6K – – –
HT
477
Headlands Technologies
Illinois
$5.63K +$5.63K +121 New
BCMLT
478
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.45K -$4.38K -94 -45%
CWP
479
Concord Wealth Partners
Virginia
$5.32K +$4.67K +100 +714%
NMG
480
New Millennium Group
Utah
$4.88K -$2.04K -44 -30%
VWM
481
Venturi Wealth Management
Texas
$4.69K +$4.69K +101 New
MAWCM
482
Mine & Arao Wealth Creation & Management
California
$4.66K – – –
PSB
483
Piscataqua Savings Bank
New Hampshire
$4.65K – – –
SIS
484
Strategic Investment Solutions
Illinois
$4.28K +$4.28K +92 New
CB
485
Centennial Bank
Arkansas
$4.19K – – –
FMP
486
Financial Management Professionals
Texas
$4K -$87.6K -1,840 -96%
CG
487
Cutler Group
California
$4K +$4K +100 New
FWM
488
Focused Wealth Management
New York
$3.68K -$372 -8 -9%
VFA
489
Values First Advisors
Tennessee
$3.26K – – –
WT
490
Washington Trust
Rhode Island
$3.26K – – –
SSB
491
Sandy Spring Bank
Maryland
$3.17K -$71.8K -1,543 -96%
HFS
492
Hantz Financial Services
Michigan
$3K -$616 -15 -17%
BWL
493
Bogart Wealth LLC
Virginia
$2.79K – – –
ME
494
McIlrath & Eck
Washington
$2.65K +$2.65K +57 New
BLC
495
Brown, Lisle/Cummings
Rhode Island
$2.56K – – –
SS
496
Sunbelt Securities
Texas
$2.49K +$2.49K +54 New
FSWA
497
Financial Synergies Wealth Advisors
Texas
$2.47K -$7.82K -168 -76%
GEA
498
Glen Eagle Advisors
New Jersey
$2.33K -$33.3K -713 -93%
TFGT
499
TS Financial Group (TSFG)
Illinois
$2K – – –
FMB
500
Field & Main Bank
Kentucky
$1.91K – – –
18 19
20
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