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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 %
CB
501
Centennial Bank
Arkansas
$3.94K – – –
FCAS
502
First Command Advisory Services
Texas
$3.85K +$3.85K +88 New
SCA
503
Stonebridge Capital Advisors
Minnesota
$3.83K – – –
FWM
504
Focused Wealth Management
New York
$3.46K – – –
GEA
505
Glen Eagle Advisors
New Jersey
$3.43K – – –
CFD
506
Creative Financial Designs
Indiana
$3.37K +$44 +1 +1%
CA
507
Crewe Advisors
Utah
$3.28K – – –
CCMI
508
Creative Capital Management Investments
California
$3.15K +$3.15K +72 New
WWM
509
Wolff Wiese Magana
California
$3.07K -$11.8K -270 -79%
WT
510
Washington Trust
Rhode Island
$3.07K – – –
VFA
511
Values First Advisors
Tennessee
$3.07K – – –
BWL
512
Bogart Wealth LLC
Virginia
$2.63K – – –
GWS
513
Glassman Wealth Services
Virginia
$2.45K +$2.45K +56 New
BLC
514
Brown, Lisle/Cummings
Rhode Island
$2.41K – – –
FSWA
515
Financial Synergies Wealth Advisors
Texas
$2.32K – – –
GA
516
GoalVest Advisory
New York
$2.28K +$2.28K +52 New
TFGT
517
TS Financial Group (TSFG)
Illinois
$2K – – –
NMG
518
New Millennium Group
Utah
$1.85K -$747 -17 -29%
CFB
519
Cullen/Frost Bankers
Texas
$1.67K +$1.67K +38 New
AAG
520
Armstrong Advisory Group
Massachusetts
$1.45K +$1.45K +33 New
SMA
521
Sage Mountain Advisors
Georgia
$1.4K – – –
MIM
522
Macroview Investment Management
Maryland
$1.36K +$1.36K +31 New
AWA
523
Authentikos Wealth Advisory
California
$1.36K +$1.36K +31 New
SSB
524
Sandy Spring Bank
Maryland
$1.1K -$3.15K -72 -74%
PP
525
PrairieView Partners
Minnesota
$1K -$10.3K -340 -91%
19 20
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