VMBS icon

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 %
ACM
551
Absolute Capital Management
Pennsylvania
– -$272K -5,420 Closed
MLA
552
My Legacy Advisors
Oregon
– -$251K -5,005 Closed
WAP
553
Wealthcare Advisory Partners
Pennsylvania
– -$237K -4,730 Closed
DADC
554
D.A. Davidson & Co
Montana
– -$230K -4,583 Closed
BFA
555
Beaumont Financial Advisors
Massachusetts
– -$228K -4,542 Closed
DC
556
Davenport & Co
Virginia
– -$226K -4,506 Closed
SWA
557
Stratos Wealth Advisors
Ohio
– -$225K -4,486 Closed
SPIO
558
Seven Post Investment Office
California
– -$224K -4,470 Closed
AP
559
Appleton Partners
Massachusetts
– -$222K -4,429 Closed
DWM
560
Destination Wealth Management
California
– -$200K -3,994 Closed
AWM
561
Avior Wealth Management
Nebraska
– -$183K -3,664 Closed
LWM
562
Liberty Wealth Management
California
– -$230K -2,760 Closed
MWC
563
MBM Wealth Consultants
Missouri
– -$122K -2,434 Closed
FF
564
FourThought Financial
Florida
– -$113K -2,253 Closed
CAAS
565
Capital Asset Advisory Services
Michigan
– -$37K -746 Closed
WTC
566
WhitTier Trust Company
Nevada
– -$36K -723 Closed
RCM
567
Regency Capital Management
Hawaii
– -$24K -471 Closed
T
568
TCWP
Ohio
– -$22K -455 Closed
FFC
569
First Financial Corp
Indiana
– -$18K -368 Closed
AAP
570
Arax Advisory Partners
Colorado
– -$12K -249 Closed
CFB
571
Cullen/Frost Bankers
Texas
– -$12K -241 Closed
EWM
572
EPG Wealth Management
Georgia
– -$11K -225 Closed
BW
573
Bison Wealth
Georgia
– -$11K -210 Closed
LWA
574
Lowe Wealth Advisors
Maryland
– -$9K -186 Closed
FPS
575
Fieldpoint Private Securities
Connecticut
– -$9K -179 Closed
20 21 22
23
24