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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 %
AWA
526
Acorn Wealth Advisors
Michigan
– -$215K -4,492 Closed
WTB
527
Washington Trust Bank
Washington
– -$214K -4,466 Closed
WIP
528
WealthCare Investment Partners
Rhode Island
– -$213K -4,461 Closed
ICG
529
InterOcean Capital Group
Tennessee
– -$213K -4,449 Closed
SG
530
StoneX Group
New York
– -$201K -4,196 Closed
PFS
531
Prospera Financial Services
Texas
– -$193K -4,027 Closed
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
– -$138K -2,887 Closed
SC
533
SouthState Corp
Florida
– -$117K -2,449 Closed
SWM
534
SeaCrest Wealth Management
New York
– -$116K -2,436 Closed
SAS
535
Stelac Advisory Services
New York
– -$104K -2,167 Closed
FFA
536
Founders Financial Alliance
North Carolina
– -$70K -1,464 Closed
CIBC Private Wealth Group
537
CIBC Private Wealth Group
Georgia
– -$67K -1,410 Closed
SAM
538
S.A. Mason
Michigan
– -$38K -790 Closed
AW
539
ACG Wealth
Georgia
– -$24K -503 Closed
JPLA
540
Joseph P. Lucia & Associates
New York
– -$24K -500 Closed
CTC
541
Central Trust Company
Missouri
– -$18K -379 Closed
CDIA
542
Capital Directions Investment Advisors
Georgia
– -$17K -366 Closed
CWP
543
Concord Wealth Partners
Virginia
– -$13K -277 Closed
SCM
544
SevenOneSeven Capital Management
Pennsylvania
– -$13K -273 Closed
AF
545
Arrow Financial
New York
– -$10K -200 Closed
GLLW
546
Graves Light Lenhart Wealth
Virginia
– -$9K -191 Closed
First Manhattan
547
First Manhattan
New York
– -$8K -181 Closed
PO
548
Private Ocean
California
– -$4K -101 Closed
SAM
549
Strategic Asset Management
Minnesota
– -$4K -89 Closed
GG
550
Gleason Group
Kentucky
– -$2K -45 Closed
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