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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.7B
2
Bank of America
2
Bank of America
North Carolina
$2.4B
3
BOH
3
Bank of Hawaii
Hawaii
$46.6M
4
Ameriprise
4
Ameriprise
Minnesota
$184M
5
RVPG
5
Relative Value Partners Group
$29.8M

Top Sellers

1
MG
1
Mather Group
Illinois
$138M
2
SWG
2
Summit Wealth Group
Vermont
$1.36M
3
Charles Schwab
3
Charles Schwab
California
$72.5M
4
MNG
4
Manning & Napier Group
New York
$21.5M
5
AF
5
Allworth Financial
California
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVM
526
Robinson Value Management
Texas
$966 +$966 +21 New
S
527
SignatureFD
Georgia
$828 – – –
IFAM
528
Institutional & Family Asset Management
Colorado
$644 +$644 +14 New
FBC
529
Fairfield, Bush & Co
Connecticut
$460 +$460 +10 New
GWSG
530
GPS Wealth Strategies Group
Colorado
$322 – – –
FCAG
531
First Capital Advisors Group
New Jersey
$290 +$290 +6 New
HCP
532
Hexagon Capital Partners
Arkansas
$230 – – –
HWM
533
HighMark Wealth Management
Minnesota
$193 – – –
HPC
534
HM Payson & Co
Maine
$145 – – –
PO
535
Private Ocean
California
$138 +$138 +3 New
MA
536
MCF Advisors
Kentucky
$46 +$46 +1 New
SVCP
537
Silicon Valley Capital Partners
California
$37 -$20.4K -550 -100%
LWM
538
Liberty Wealth Management
California
– -$8.53M -183,335 Closed
CHAM
539
Clear Harbor Asset Management
Connecticut
– -$3.37M -72,442 Closed
WEG
540
World Equity Group
Illinois
– -$2.74M -40,531 Closed
EWA
541
EP Wealth Advisors
California
– -$2.82M -30,432 Closed
OMC
542
Old Mission Capital
Illinois
– -$1.12M -24,009 Closed
EC
543
Elequin Capital
New York
– -$952K -20,461 Closed
NYLIM
544
New York Life Investment Management
New York
– -$774K -16,635 Closed
PFO
545
Pathstone Family Office
New Jersey
– -$532K -11,426 Closed
AAS
546
Ameritas Advisory Services
Nebraska
– -$523K -11,238 Closed
RIG
547
RiverFront Investment Group
Virginia
– -$374K -8,034 Closed
CF
548
Centaurus Financial
California
– -$372K -7,994 Closed
IP
549
Ignite Planners
California
– -$360K -7,746 Closed
Susquehanna International Group
550
Susquehanna International Group
Pennsylvania
– -$343K -7,363 Closed
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