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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 %
SSB
501
Sandy Spring Bank
Maryland
$4.46K +$1.33K +29 +43%
CB
502
Centennial Bank
Arkansas
$4.14K – – –
SCA
503
Stonebridge Capital Advisors
Minnesota
$4.02K -$19.4K -419 -83%
CG
504
Cutler Group
California
$4K – – –
FMP
505
Financial Management Professionals
Texas
$4K – – –
FWM
506
Focused Wealth Management
New York
$3.63K – – –
GEA
507
Glen Eagle Advisors
New Jersey
$3.57K +$1.28K +28 +56%
CFD
508
Creative Financial Designs
Indiana
$3.51K +$3.51K +76 New
CA
509
Crewe Advisors
Utah
$3.45K +$3.45K +75 New
WT
510
Washington Trust
Rhode Island
$3.22K – – –
VFA
511
Values First Advisors
Tennessee
$3.22K – – –
HFS
512
Hantz Financial Services
Michigan
$3K – – –
BWL
513
Bogart Wealth LLC
Virginia
$2.76K – – –
NMG
514
New Millennium Group
Utah
$2.72K -$2.12K -46 -44%
BLC
515
Brown, Lisle/Cummings
Rhode Island
$2.53K – – –
FSWA
516
Financial Synergies Wealth Advisors
Texas
$2.44K – – –
CTC
517
Central Trust Company
Missouri
$2.07K +$2.07K +45 New
TFGT
518
TS Financial Group (TSFG)
Illinois
$2K – – –
SMA
519
Sage Mountain Advisors
Georgia
$1.47K +$1.47K +32 New
LC
520
Lindbrook Capital
California
$1.15K – – –
CCA
521
Column Capital Advisors
Indiana
$1.02K – – –
ADL
522
Asset Dedication LLC
California
$1K -$667 -10 -40%
EWM
523
Endurance Wealth Management
Rhode Island
$1K – – –
TFA
524
Transamerica Financial Advisors
Florida
$1K +$83 +1 +9%
MFC
525
Morris Financial Concepts
South Carolina
$966 – – –
19 20
21
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