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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

532 hedge funds and large institutions have $14.4B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
8.48%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
59
Increased
237
Reduced
172
Closed
54
Calls
$1.95M
Puts
$2.18M
Net Calls
-$227K
Net Calls Change
-$434K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.78B
2
Bank of America
2
Bank of America
North Carolina
$2.5B
3
Charles Schwab
3
Charles Schwab
California
$133M
4
HC
4
Hamilton Capital
Ohio
$53.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$127M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$9.68M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$716M
3
ECM
3
Evergreen Capital Management
Washington
$15M
4
MNG
4
Manning & Napier Group
New York
$20.6M
5
RJA
5
Raymond James & Associates
Florida
$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
551
Boltwood Capital Management
California
– -$325K -7,058 Closed
VFA
552
Valeo Financial Advisors
Indiana
– -$323K -7,022 Closed
IDA
553
Intelligence Driven Advisers
California
– -$298K -6,600 Closed
3LCM
554
3D/L Capital Management
Connecticut
– -$290K -6,295 Closed
GIA
555
Gladstone Institutional Advisory
Florida
– -$268K -5,820 Closed
GSEP
556
Golden State Equity Partners
California
– -$265K -5,760 Closed
VWA
557
Visionary Wealth Advisors
Illinois
– -$241K -5,249 Closed
AWA
558
Arkadios Wealth Advisors
Georgia
– -$240K -5,211 Closed
SPWG
559
Syntegra Private Wealth Group
Missouri
– -$236K -5,139 Closed
BWA
560
Beam Wealth Advisors
Louisiana
– -$235K -5,111 Closed
GFG
561
Goldstone Financial Group
Illinois
– -$232K -5,054 Closed
DAS
562
Dynamic Advisor Solutions
Arizona
– -$230K -4,994 Closed
WAP
563
Wealthcare Advisory Partners
Pennsylvania
– -$229K -4,988 Closed
PIA
564
Pinion Investment Advisors
Kansas
– -$228K -4,963 Closed
TA
565
TFG Advisers
Michigan
– -$214K -4,644 Closed
BFG
566
Berger Financial Group
Minnesota
– -$211K -4,578 Closed
AOWM
567
Alpha Omega Wealth Management
Virginia
– -$209K -4,540 Closed
UCFA
568
United Capital Financial Advisors
Texas
– -$209K -4,534 Closed
FAIM
569
Financial Advocates Investment Management
Washington
– -$208K -4,515 Closed
AP
570
Arlington Partners
Alabama
– -$173K -3,754 Closed
AAM
571
Advisors Asset Management
Colorado
– -$98.5K -2,141 Closed
FFA
572
Founders Financial Alliance
North Carolina
– -$58.5K -1,273 Closed
CFFP
573
Center for Financial Planning
Michigan
– -$37.3K -811 Closed
NRG
574
Nemes Rush Group
Michigan
– -$34.2K -743 Closed
IF
575
Integrity Financial
Wyoming
– -$28.3K -616 Closed
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