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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 %
RWM
51
RKL Wealth Management
Pennsylvania
$20.9M 437,955 +4,363 +1%
WH
52
Whitcomb & Hess
Ohio
$20.5M 428,872 -414,961 -49%
Truist Financial
53
Truist Financial
North Carolina
$20.3M 424,156 -53,548 -11%
CIAS
54
CBIZ Investment Advisory Services
Ohio
$19.9M 416,337 +416,337 New
WPWM
55
Windward Private Wealth Management
Kansas
$19.8M 413,629 +6,838 +2%
PA
56
Parkside Advisors
California
$19.7M 412,446 +66,193 +19%
AWS
57
Atria Wealth Solutions
New York
$19.6M 410,367 -3,265 -0.8%
MD
58
Money Design
Japan
$17.8M 372,866 -118 -0%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$17.6M 368,820 -90,614 -20%
FLA
60
Financial Life Advisors
Texas
$17.6M 367,612 -24,017 -6%
MML Investors Services
61
MML Investors Services
Massachusetts
$15.4M 321,851 +4,115 +1%
PAS
62
Park Avenue Securities
New York
$15.3M 319,655 -58,590 -15%
TTWM
63
TCV Trust & Wealth Management
Virginia
$15.1M 315,983 +6,768 +2%
TA
64
Tiedemann Advisors
New York
$14.9M 312,522 +168,895 +118%
SFA
65
Sequoia Financial Advisors
Ohio
$14.8M 310,135 +7,233 +2%
AT
66
American Trust
Kentucky
$14.8M 309,261 -40,501 -12%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$14.3M 299,878 -203,403 -40%
FLPIM
68
F.L. Putnam Investment Management
Massachusetts
$14.3M 299,103 +10,159 +4%
AFS
69
Annapolis Financial Services
Maryland
$14.2M 296,303 -2,128 -0.7%
PG
70
Proffitt & Goodson
Tennessee
$14.1M 294,722 +7,793 +3%
AI
71
Atria Investments
North Carolina
$13.6M 283,755 -421,132 -60%
AAMA
72
Advanced Asset Management Advisors
Ohio
$13.5M 283,000 – –
BCM
73
Brookstone Capital Management
Illinois
$12.6M 265,142 -16,431 -6%
KAS
74
Kestra Advisory Services
Texas
$12.2M 255,439 +39,455 +18%
SEI Investments
75
SEI Investments
Pennsylvania
$11.9M 248,429 +14,935 +6%
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