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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.

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

Top Sellers

1
MG
Mather Group
Illinois
$138M
2
SWG
Summit Wealth Group
Vermont
$1.36M
3
Charles Schwab
Charles Schwab
California
$72.5M
4
MNG
Manning & Napier Group
New York
$21.5M
5
AF
Allworth Financial
California
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
476
Coppell Advisory Solutions
Texas
$11.6K +$11.6K +253 New
OA
477
Operose Advisors
Wisconsin
$11.6K – – –
AC
478
AlphaCore Capital
California
$11.5K +$11.5K +251 New
KFI
479
Key Financial Inc
Pennsylvania
$10.5K – – –
EWP
480
Elevation Wealth Partners
California
$10.2K +$10.2K +221 New
OC
481
Oakworth Capital
Alabama
$9.84K +$9.84K +214 New
BWS
482
Buck Wealth Strategies
Colorado
$9.66K -$704 -15 -7%
VWM
483
Valley Wealth Managers
New Jersey
$9.47K – – –
ACM
484
Antonetti Capital Management
Florida
$9.2K – – –
HIA
485
Harbor Investment Advisory
Maryland
$9.15K – – –
CSC
486
Caldwell Sutter Capital
California
$9.15K +$9.15K +199 New
TRCT
487
Tower Research Capital (TRC)
New York
$8.97K -$101K -2,195 -92%
BWM
488
Baystate Wealth Management
Massachusetts
$8.88K +$8.88K +193 New
TWD
489
True Wealth Design
Ohio
$7.59K – – –
GTAM
490
Global Trust Asset Management
Florida
$7.17K – – –
JFGIW
491
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.85K +$6.85K +149 New
MWM
492
Mascoma Wealth Management
New Hampshire
$6.81K – – –
FFA
493
Farther Finance Advisors
California
$6.43K -$86K -1,874 -93%
BCMLT
494
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.03K +$644 +14 +12%
TWM
495
Tradition Wealth Management
Minnesota
$6K – – –
CWP
496
Concord Wealth Partners
Virginia
$5.26K – – –
VWM
497
Venturi Wealth Management
Texas
$4.63K – – –
MAWCM
498
Mine & Arao Wealth Creation & Management
California
$4.6K – – –
PSB
499
Piscataqua Savings Bank
New Hampshire
$4.6K – – –
RIA
500
Realta Investment Advisors
Delaware
$4.51K +$4.51K +98 New
18 19
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