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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.

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
1
Charles Schwab Investment Advisory
California
$5.16B
2
AssetMark Inc
2
AssetMark Inc
California
$432M
3
RJA
3
Raymond James & Associates
Florida
$150M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$56.9M
5
CF
5
Cantor Fitzgerald
New York
$48.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.92B
2
Charles Schwab
2
Charles Schwab
California
$139M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$467M
4
ECM
4
Evergreen Capital Management
Washington
$1.83M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$919M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
576
BerganKDV Wealth Management
Minnesota
– – -158 Closed
GGI
577
Godsey & Gibb Inc
Virginia
– – -158 Closed
HA
578
Herold Advisors
New York
– – -144 Closed
IAIM
579
Industrial Alliance Investment Management
Quebec, Canada
– – -144 Closed
ACK
580
Andrew C. Karlinski
– – -139 Closed
WWP
581
WR Wealth Planners
Missouri
– – -128 Closed
BFC
582
Bedel Financial Consulting
Indiana
– – -120 Closed
DB
583
Dravo Bay
Delaware
– – -102 Closed
NL
584
NVWM LLC
Pennsylvania
– – -101 Closed
SW
585
SVB Wealth
Massachusetts
– – -98 Closed
MAM
586
McCarthy Asset Management
California
– – -88 Closed
LWP
587
Lumature Wealth Partners
Georgia
– – -87 Closed
SBL
588
Sargent Bickham Lagudis
Colorado
– – -28 Closed
JGCM
589
Joseph Group Capital Management
Ohio
– – -26 Closed
TCM
590
Tradewinds Capital Management
Washington
– – -11 Closed
Jones Financial Companies
591
Jones Financial Companies
Missouri
– – -9 Closed
TFP
592
Tilia Fiduciary Partners
North Carolina
$0 4 -6 -60%
UCB
593
United Community Bank
South Carolina
– – -5 Closed
HWM
594
HighMark Wealth Management
Minnesota
$0 4 – –
GWSG
595
GPS Wealth Strategies Group
Colorado
$0 7 – –
HPC
596
HM Payson & Co
Maine
$0 3 – –
PMFA
597
Plante Moran Financial Advisors
Michigan
– – – –
BFPW
598
BOK Financial Private Wealth
Colorado
$0 1 +1 New
GA
599
GoalVest Advisory
New York
$0 2 +2 New
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