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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
1
Bank of America
North Carolina
$2.45B
2
RWP
2
RWA Wealth Partners
Massachusetts
$160M
3
Ameriprise
3
Ameriprise
Minnesota
$143M
4
ECM
4
Evergreen Capital Management
Washington
$56.4M
5
EWM
5
Executive Wealth Management
Michigan
$40.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$276M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Mission Wealth Management
California
$1.13M
4
RJA
4
Raymond James & Associates
Florida
$113M
5
MNG
5
Manning & Napier Group
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
501
TS Financial Group (TSFG)
Illinois
$2K – – –
FMB
502
Field & Main Bank
Kentucky
$1.87K +$1.87K +41 New
CB
503
CNB Bank
Pennsylvania
$1.37K – – –
CWA
504
Core Wealth Advisors
Florida
$1.23K – – –
LC
505
Lindbrook Capital
California
$1.14K – – –
GIA
506
GHP Investment Advisors
Colorado
$1.14K +$1.14K +25 New
TFA
507
Transamerica Financial Advisors
Florida
$1K -$91 -1 -8%
VNA
508
Valley National Advisers
Pennsylvania
$1K – – –
MFAM
509
M Financial Asset Management
Oregon
$1K – – –
EWM
510
Endurance Wealth Management
Rhode Island
$1K +$1K +22 New
CCMI
511
Creative Capital Management Investments
California
$1K +$1K +22 New
MFC
512
Morris Financial Concepts
South Carolina
$956 – – –
RA
513
Rise Advisors
New York
$821 +$821 +18 New
S
514
SignatureFD
Georgia
$819 -$6.6K -145 -89%
WA
515
Win Advisors
Florida
$819 – – –
CWP
516
Concord Wealth Partners
Virginia
$648 +$648 +14 New
AF
517
Advisornet Financial
Minnesota
$501 -$51.8K -1,138 -99%
RBC
518
Romano Brothers & Co
Illinois
$455 +$455 +10 New
PIMG
519
Patriot Investment Management Group
Tennessee
$425 +$425 +9 New
CFFP
520
Center for Financial Planning
Michigan
$364 – – –
WPA
521
West Paces Advisors
Georgia
$319 +$319 +7 New
HCP
522
Hexagon Capital Partners
Arkansas
$228 – – –
HWM
523
HighMark Wealth Management
Minnesota
$188 – – –
HPC
524
HM Payson & Co
Maine
$141 – – –
GA
525
GoalVest Advisory
New York
$91 – – –
19 20
21
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