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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

532 hedge funds and large institutions have $14.4B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
8.48%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
59
Increased
237
Reduced
172
Closed
54
Calls
$1.95M
Puts
$2.18M
Net Calls
-$227K
Net Calls Change
-$434K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.78B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Charles Schwab
Charles Schwab
California
$133M
4
HC
Hamilton Capital
Ohio
$53.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$127M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
$9.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$716M
3
ECM
Evergreen Capital Management
Washington
$15M
4
MNG
Manning & Napier Group
New York
$20.6M
5
RJA
Raymond James & Associates
Florida
$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
476
Register Financial Advisors
Georgia
$8.52K +$8.52K +195 New
BWS
477
Buck Wealth Strategies
Colorado
$8.32K -$700 -16 -8%
FWP
478
FAS Wealth Partners
Kansas
$8.1K -$105K -2,399 -93%
ADL
479
Asset Dedication LLC
California
$7K +$6.36K +148 +987%
OSAM
480
O'Shaughnessy Asset Management
Connecticut
$6.87K +$6.87K +157 New
GTAM
481
Global Trust Asset Management
Florida
$6.83K – – –
MWM
482
Mascoma Wealth Management
New Hampshire
$6.57K – – –
CTC
483
Central Trust Company
Missouri
$6.35K +$4.38K +100 +222%
FFA
484
Farther Finance Advisors
California
$6.12K – – –
BCMLT
485
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.03K – – –
TWM
486
Tradition Wealth Management
Minnesota
$6K – – –
HFS
487
Hantz Financial Services
Michigan
$6K +$3.02K +74 +101%
RG
488
Retirement Group
California
$6K -$21.4K -488 -78%
HWA
489
HHM Wealth Advisors
Tennessee
$5.43K -$28.5K -651 -84%
EW
490
Element Wealth
Mississippi
$5.34K +$5.34K +122 New
AC
491
AlphaCore Capital
California
$5.04K -$5.95K -136 -54%
Citadel Advisors
492
Citadel Advisors
Florida
$4.82K -$227K -5,179 -98%
RIA
493
Realta Investment Advisors
Delaware
$4.51K – – –
TRCT
494
Tower Research Capital (TRC)
New York
$4.38K -$4.16K -95 -49%
MAWCM
495
Mine & Arao Wealth Creation & Management
California
$4.38K – – –
HNB
496
Huntington National Bank
Ohio
$4.38K -$44.4K – –
IHWM
497
Iron Horse Wealth Management
Iowa
$4.38K +$4.38K +100 New
PSB
498
Piscataqua Savings Bank
New Hampshire
$4.38K – – –
VWM
499
Venturi Wealth Management
Texas
$4.14K -$262 -6 -6%
FMP
500
Financial Management Professionals
Texas
$4K +$225 +5 +6%
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