VMBS icon

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 %
FIM
526
FWL Investment Management
Texas
$46 +$46 +1 New
Jane Street
527
Jane Street
New York
– -$81.8M -1,815,149 Closed
Susquehanna International Group
528
Susquehanna International Group
Pennsylvania
– -$19.7M -436,211 Closed
Janus Henderson Group
529
Janus Henderson Group
United Kingdom
– -$3.02M -66,906 Closed
BCM
530
Beaumont Capital Management
Massachusetts
– -$2.97M -65,776 Closed
AIA
531
Acute Investment Advisory
Arizona
– -$2.72M -60,394 Closed
CAG
532
Csenge Advisory Group
Florida
– -$1.82M -40,321 Closed
FM
533
Family Management
New York
– -$1.53M -33,981 Closed
RA
534
RFG Advisory
Alabama
– -$1.39M -31,437 Closed
TNA
535
True North Advisors
Texas
– -$1.02M -22,678 Closed
USCWA
536
U.S. Capital Wealth Advisors
Texas
– -$804K -17,840 Closed
CST
537
Charles Schwab Trust
Nevada
– -$749K -16,610 Closed
FI
538
Financial Insights
Washington
– -$657K -14,560 Closed
OWA
539
Outlook Wealth Advisors
Texas
– -$640K -14,198 Closed
JAG
540
Journey Advisory Group
Kentucky
– -$523K -11,609 Closed
IP
541
Ignite Planners
California
– -$423K -9,337 Closed
CF
542
Centaurus Financial
California
– -$400K -8,877 Closed
W
543
WealthOne
New York
– -$387K -8,576 Closed
SSWM
544
Smith Salley Wealth Management
North Carolina
– -$381K -8,448 Closed
APA
545
Astoria Portfolio Advisors
New York
– -$329K -7,301 Closed
WP
546
WealthShield Partners
North Carolina
– -$294K -6,517 Closed
WIA
547
World Investment Advisors
California
– -$239K -5,303 Closed
PIA
548
Pinion Investment Advisors
Kansas
– -$234K -5,192 Closed
TSS
549
Two Sigma Securities
New York
– -$232K -5,137 Closed
THWM
550
Taylor Hoffman Wealth Management
Virginia
– -$230K -5,110 Closed
19 20 21
22
23