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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 %
CAS
551
Coppell Advisory Solutions
Texas
– -$13.6K -299 Closed
RFS
552
Retirement Financial Solutions
Tennessee
– -$12.4K -272 Closed
ZIG
553
Zullo Investment Group
Pennsylvania
– -$8.74K -192 Closed
PMFA
554
Plante Moran Financial Advisors
Michigan
– -$8.01K -176 Closed
BBHC
555
Brown Brothers Harriman & Co
New York
– -$7.74K -170 Closed
HBW
556
Hazlett, Burt & Watson
West Virginia
– -$7K -165 Closed
FCAS
557
First Command Advisory Services
Texas
– -$5K -162 Closed
RIA
558
Realta Investment Advisors
Delaware
– -$6.32K -139 Closed
BWM
559
BerganKDV Wealth Management
Minnesota
– -$6.19K -136 Closed
EW
560
Element Wealth
Mississippi
– -$5.96K -131 Closed
WT
561
Whittier Trust
California
– -$5.14K -113 Closed
PP
562
Pacifica Partners
Canada
– -$5.12K -112 Closed
CA
563
Clearstead Advisors
Ohio
– -$3.78K -83 Closed
TF
564
Tompkins Financial
New York
– -$3K -76 Closed
AAP
565
Arax Advisory Partners
Colorado
– -$3.14K -69 Closed
HWA
566
Heritage Wealth Advisors
Virginia
– -$2.73K -60 Closed
CB
567
CNB Bank
Pennsylvania
– -$1.37K -30 Closed
CWA
568
Core Wealth Advisors
Florida
– -$1.23K -27 Closed
GIA
569
GHP Investment Advisors
Colorado
– -$1.14K -25 Closed
VNA
570
Valley National Advisers
Pennsylvania
– -$1K -24 Closed
CCMI
571
Creative Capital Management Investments
California
– -$1K -22 Closed
MFAM
572
M Financial Asset Management
Oregon
– -$1K -19 Closed
RA
573
Rise Advisors
New York
– -$821 -18 Closed
WA
574
Win Advisors
Florida
– -$819 -18 Closed
RBC
575
Romano Brothers & Co
Illinois
– -$455 -10 Closed
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