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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.97B
2
Jane Street
Jane Street
New York
$81.8M
3
RA
Rational Advisors
New York
$35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.7M
5
TA
Tiedemann Advisors
New York
$31.8M

Top Sellers

1
Nomura Asset Management
Nomura Asset Management
Japan
$0
2
MNG
Manning & Napier Group
New York
$22.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$419M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$0
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
501
Avidian Wealth Enterprises
Texas
– -$1.1M -22,971 Closed
CCG
502
Chatham Capital Group
Georgia
– -$697K -14,570 Closed
SGCA
503
Steel Grove Capital Advisors
Tennessee
– -$600K -12,544 Closed
CRWM
504
Castle Rock Wealth Management
California
– -$532K -11,165 Closed
AIM
505
AMI Investment Management
Indiana
– -$432K -9,028 Closed
GWM
506
Gitterman Wealth Management
New Jersey
– -$413K -8,612 Closed
LWA
507
LWS Wealth Advisors
New Jersey
– -$401K -8,389 Closed
YIA
508
YHB Investment Advisors
Connecticut
– -$394K -8,245 Closed
LAS
509
Lloyd Advisory Services
Georgia
– -$388K -8,099 Closed
NW
510
NewEdge Wealth
Pennsylvania
– -$359K -7,500 Closed
CWM
511
ClientFirst Wealth Management
Arkansas
– -$335K -7,000 Closed
RT
512
Rockland Trust
Massachusetts
– -$329K -6,885 Closed
EWM
513
Elmwood Wealth Management
California
– -$304K -6,350 Closed
ARC
514
Advisor Resource Council
Texas
– -$288K -6,016 Closed
DPI
515
Diversified Portfolios Inc
Michigan
– -$272K -5,679 Closed
KF
516
Krilogy Financial
Missouri
– -$268K -5,602 Closed
KW
517
KWB Wealth
California
– -$266K -5,564 Closed
PCIA
518
Prime Capital Investment Advisors
Kansas
– -$252K -5,274 Closed
PFG
519
Pacific Financial Group
Washington
– -$244K -5,107 Closed
LA
520
Latitude Advisors
Florida
– -$239K -4,994 Closed
CIP
521
Capital Insight Partners
Arizona
– -$237K -4,951 Closed
BPA
522
Beacon Pointe Advisors
California
– -$231K -4,840 Closed
WFAG
523
Wescott Financial Advisory Group
Pennsylvania
– -$225K -4,709 Closed
MWM
524
Meridian Wealth Management
Kentucky
– -$216K -4,520 Closed
CCM
525
Crabel Capital Management
California
– -$215K -4,498 Closed
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