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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.97B
2
Jane Street
2
Jane Street
New York
$81.8M
3
RA
3
Rational Advisors
New York
$35M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$19.7M
5
TA
5
Tiedemann Advisors
New York
$31.8M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$0
2
MNG
2
Manning & Napier Group
New York
$22.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$419M
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$0
5
Bank of America
5
Bank of America
North Carolina
$1.79B
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$20.4M 451,499 -71,452 -14%
PA
52
Parkside Advisors
California
$19.7M 436,421 +23,975 +6%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$19.7M 436,211 +418,623 +2,380%
RWM
54
RKL Wealth Management
Pennsylvania
$19.6M 434,446 -3,509 -0.8%
Truist Financial
55
Truist Financial
North Carolina
$19.4M 431,097 +6,941 +2%
AWS
56
Atria Wealth Solutions
New York
$19.1M 424,382 +14,015 +3%
WH
57
Whitcomb & Hess
Ohio
$18.8M 417,173 -11,699 -3%
WPWM
58
Windward Private Wealth Management
Kansas
$17.8M 395,538 -18,091 -4%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$17.2M 380,763 +11,943 +3%
Deutsche Bank
60
Deutsche Bank
Germany
$17.1M 380,000 +150,000 +65%
MD
61
Money Design
Japan
$15.7M 348,074 -24,792 -7%
CCA
62
Checchi Capital Advisers
California
$15.2M 336,643 +141,831 +73%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$15.1M 333,861 +33,983 +11%
MML Investors Services
64
MML Investors Services
Massachusetts
$14.8M 327,597 +5,746 +2%
TTWM
65
TCV Trust & Wealth Management
Virginia
$14.6M 323,983 +8,000 +3%
SFA
66
Sequoia Financial Advisors
Ohio
$13.7M 304,704 -5,431 -2%
FLA
67
Financial Life Advisors
Texas
$13.6M 300,569 -67,043 -18%
PAS
68
Park Avenue Securities
New York
$13.3M 295,745 -23,910 -7%
AAMA
69
Advanced Asset Management Advisors
Ohio
$12.8M 283,000 – –
AT
70
American Trust
Kentucky
$12.8M 282,836 -26,425 -9%
PG
71
Proffitt & Goodson
Tennessee
$12.3M 273,195 -21,527 -7%
AFS
72
Annapolis Financial Services
Maryland
$12.2M 270,358 -25,945 -9%
BCM
73
Brookstone Capital Management
Illinois
$11.9M 267,881 +2,739 +1%
AI
74
Atria Investments
North Carolina
$11.9M 262,874 -20,881 -7%
CW
75
CreativeOne Wealth
Kansas
$10.4M 231,536 +6,868 +3%
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3
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