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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CBFP
551
Cedar Brook Financial Partners
Ohio
– – -4,756 Closed
GFP
552
Gryphon Financial Partners
Ohio
– – -4,729 Closed
LMKC
553
L.M. Kohn & Company
Ohio
– – -4,713 Closed
MA
554
MUFG Americas
New York
– – -4,142 Closed
HGERS
555
Householder Group Estate & Retirement Specialist
Arizona
– – -3,806 Closed
SIA
556
SkyView Investment Advisors
New Jersey
– – -3,354 Closed
EIP
557
Ellis Investment Partners
Pennsylvania
– – -2,653 Closed
AWM
558
Atticus Wealth Management
Florida
– – -2,522 Closed
ACM
559
Absolute Capital Management
Pennsylvania
– – -2,331 Closed
CWM
560
Cranbrook Wealth Management
Michigan
– – -1,530 Closed
AIM
561
Anchor Investment Management
South Carolina
– – -777 Closed
NC
562
NewSquare Capital
Pennsylvania
– – -705 Closed
OCM
563
Orion Capital Management
California
– – -482 Closed
LWANC
564
Laurel Wealth Advisors (North Carolina)
North Carolina
– – -468 Closed
JWBC
565
John W. Brooker & Co
California
– – -331 Closed
SWM
566
Selective Wealth Management
Virginia
– – -293 Closed
BA
567
Bellwether Advisors
Nebraska
– – -189 Closed
AF
568
Affiance Financial
Minnesota
– – -87 Closed
PCA
569
Providence Capital Advisors
North Carolina
– – -84 Closed
HNWAG
570
High Net Worth Advisory Group
Florida
– – -36 Closed
TFS
571
TrustCore Financial Services
Tennessee
– – -25 Closed
RPCA
572
Running Point Capital Advisors
California
– – -11 Closed
GWSG
573
GPS Wealth Strategies Group
Colorado
– – -7 Closed
OPW
574
Oxler Private Wealth
New York
– – – –
PP
575
PrairieView Partners
Minnesota
$0 1 +1 New
19 20 21 22
23