VMBS icon

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 %
ARC
551
Advisor Resource Council
Texas
– -$342K -7,342 Closed
ZF
552
Zhang Financial
Michigan
– -$335K -7,197 Closed
BAM
553
Belpointe Asset Management
Nevada
– -$300K -6,437 Closed
DIM
554
Delta Investment Management
California
– -$292K -6,269 Closed
Bank of Nova Scotia
555
Bank of Nova Scotia
Ontario, Canada
– -$280K -6,000 Closed
SFS
556
Sowell Financial Services
Arkansas
– -$273K -5,866 Closed
MNBTD
557
Moody National Bank Trust Division
Texas
– -$267K -5,730 Closed
BA
558
Bristlecone Advisors
Washington
– -$250K -5,376 Closed
DWM
559
Destination Wealth Management
California
– -$246K -5,276 Closed
SI
560
Stephens Inc
Arkansas
– -$227K -4,876 Closed
CCM
561
Coldstream Capital Management
Washington
– -$222K -4,764 Closed
GPA
562
Garrison Point Advisors
California
– -$212K -4,550 Closed
HR
563
Howe & Rusling
New York
– -$207K -4,445 Closed
GPA
564
Guidance Point Advisors
Massachusetts
– -$205K -4,404 Closed
JBA
565
Johnson Bixby & Associates
Washington
– -$200K -4,302 Closed
AUB
566
Atlantic Union Bankshares
Virginia
– -$200K -4,302 Closed
Simplex Trading
567
Simplex Trading
Illinois
– -$75K -1,619 Closed
GWS
568
Glassman Wealth Services
Virginia
– -$65.5K -1,408 Closed
TCWA
569
Ten Capital Wealth Advisors
Washington
– -$54.9K -1,180 Closed
AWM
570
Accel Wealth Management
Iowa
– -$53.3K -1,146 Closed
CA
571
Centerpoint Advisors
Massachusetts
– -$43K -928 Closed
GM
572
GeoWealth Management
Illinois
– -$28K -604 Closed
FPFS
573
First Personal Financial Services
North Carolina
– -$22K -473 Closed
NHT
574
New Hampshire Trust
New Hampshire
– -$21.9K -470 Closed
JFA
575
JNBA Financial Advisors
Minnesota
– -$19.4K -416 Closed
20 21 22
23
24