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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

523 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 235 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.84%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.56%
New
72
Increased
149
Reduced
235
Closed
73
Calls
$961K
Puts
$2.22M
Net Calls
-$1.26M
Net Calls Change
-$977K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.16B
2
AssetMark Inc
AssetMark Inc
California
$432M
3
RJA
Raymond James & Associates
Florida
$150M
4
Nomura Asset Management
Nomura Asset Management
Japan
$56.9M
5
CF
Cantor Fitzgerald
New York
$48.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
Charles Schwab
Charles Schwab
California
$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$467M
4
ECM
Evergreen Capital Management
Washington
$1.83M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$919M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCOC
526
Power Corp of Canada
Canada
– -$6.03M -120,400 Closed
SLWA
527
San Luis Wealth Advisors
California
– -$4.7M -89,012 Closed
LWM
528
Lionsbridge Wealth Management
Florida
– -$3.13M -62,423 Closed
Citadel Advisors
529
Citadel Advisors
Florida
– -$2.34M -46,746 Closed
SIM
530
Sterling Investment Management
Arizona
– -$2.31M -46,152 Closed
KWA
531
KCS Wealth Advisory
California
– -$1.92M -38,277 Closed
GSWM
532
Greenup Street Wealth Management
Michigan
– -$1.82M -36,223 Closed
ACP
533
Aviance Capital Partners
Florida
– -$1.55M -30,834 Closed
CWM
534
CCG Wealth Management
California
– -$1.34M -26,699 Closed
RGC
535
Roberts, Glore & Co
Illinois
– -$1.13M -22,625 Closed
KP
536
Keel Point
Alabama
– -$1.02M -20,298 Closed
OMC
537
Old Mission Capital
Illinois
– -$1M -19,983 Closed
FPOC
538
Financial Planners of Cleveland
Ohio
– -$982K -19,605 Closed
V
539
Veritable
Delaware
– -$923K -18,419 Closed
AIP
540
Almanack Investment Partners
Pennsylvania
– -$898K -17,916 Closed
Fisher Asset Management
541
Fisher Asset Management
Washington
– -$554K -11,064 Closed
JIP
542
Jaffetilchin Investment Partners
Florida
– -$450K -9,287 Closed
SEA
543
Stegent Equity Advisors
Texas
– -$419K -8,371 Closed
Millennium Management
544
Millennium Management
New York
– -$396K -7,909 Closed
RWIA
545
Roger Wittlin Investment Advisory
California
– -$365K -7,292 Closed
TWM
546
Thrive Wealth Management
Pennsylvania
– -$333K -6,643 Closed
MWA
547
Moser Wealth Advisors
Washington
– -$323K -6,455 Closed
FA
548
Forefront Analytics
Pennsylvania
– -$286K -5,720 Closed
BTW
549
Boston Trust Walden
Massachusetts
– -$284K -5,677 Closed
CIC
550
Chilton Investment Company
Connecticut
– -$278K -5,540 Closed
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