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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

514 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 222 increasing their positions, 164 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-11
Holders Change %
-2.1%
% of All Funds
8.23%
Holding in Top 10
39
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.02%
% of All Funds
0.62%
New
65
Increased
222
Reduced
164
Closed
63
Calls
$1.02M
Puts
$1.42M
Net Calls
-$395K
Net Calls Change
+$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.64B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$357M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$915M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TPCW
5
TD Private Client Wealth
New York
$26.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.34B
2
CS
2
Credit Suisse
Switzerland
$0
3
RJA
3
Raymond James & Associates
Florida
$85.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
MNG
5
Manning & Napier Group
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
526
Schroder Investment Management Group
United Kingdom
– -$1.22M -26,909 Closed
SW
527
SteelPeak Wealth
California
– -$1.11M -24,455 Closed
MAM
528
Meeder Asset Management
Ohio
– -$1.06M -23,376 Closed
II
529
Inspire Investing
Idaho
– -$931K -20,463 Closed
DWT
530
Dorsey & Whitney Trust
South Dakota
– -$760K -16,688 Closed
Koshinski Asset Management
531
Koshinski Asset Management
Illinois
– -$553K -12,143 Closed
GIM
532
Goelzer Investment Management
Indiana
– -$484K -10,640 Closed
TWM
533
TriaGen Wealth Management
California
– -$289K -6,342 Closed
BlackRock
534
BlackRock
New York
– -$286K -6,288 Closed
PWMG
535
Prestige Wealth Management Group
New Jersey
– -$281K -6,166 Closed
FFA
536
First Foundation Advisors
California
– -$260K -5,709 Closed
FA
537
Flagstar Advisors
New York
– -$223K -4,906 Closed
PPWP
538
Proquility Private Wealth Partners
Nevada
– -$216K -4,756 Closed
EI
539
Ellevest Inc
New York
– -$130K -2,861 Closed
AWM
540
Accurate Wealth Management
Florida
– -$101K -2,173 Closed
EE
541
EWG Elevate
California
– -$74.2K -1,630 Closed
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
– -$258K -1,410 Closed
FA
543
Fortis Advisors
Pennsylvania
– -$62.8K -1,379 Closed
MCC
544
Money Concepts Capital
Florida
– -$59.3K -1,302 Closed
DWP
545
Destiny Wealth Partners
Florida
– -$56.5K -1,241 Closed
SIC
546
Salem Investment Counselors
North Carolina
– -$43.5K -956 Closed
CS
547
Comerica Securities
Michigan
– -$35.9K -789 Closed
CTB
548
Country Trust Bank
Illinois
– -$22.2K -487 Closed
FA
549
Fiduciary Alliance
South Carolina
– -$18.3K -403 Closed
CASC
550
Coppell Advisory Solutions Corp
Texas
– -$13.6K -299 Closed
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