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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

525 hedge funds and large institutions have $13.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 179 increasing their positions, 198 reducing their positions, and 47 closing their positions.

Holders
525
Holders Change
+27
Holders Change %
+5.42%
% of All Funds
8.47%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.76%
New
81
Increased
179
Reduced
198
Closed
47
Calls
$1.86M
Puts
$3.89M
Net Calls
-$2.03M
Net Calls Change
+$838K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.45B
2
RWP
2
RWA Wealth Partners
Massachusetts
$160M
3
Ameriprise
3
Ameriprise
Minnesota
$143M
4
ECM
4
Evergreen Capital Management
Washington
$56.4M
5
EWM
5
Executive Wealth Management
Michigan
$40.4M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$276M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Mission Wealth Management
California
$1.13M
4
RJA
4
Raymond James & Associates
Florida
$113M
5
MNG
5
Manning & Napier Group
New York
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MNG
51
Manning & Napier Group
New York
– – – –
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$21.5M 472,271 +316,597 +203%
ZIG
53
Zurich Insurance Group
Switzerland
$21.3M 467,648 – –
RJFSA
54
Raymond James Financial Services Advisors
Florida
$21.3M 466,921 +133,060 +40%
TA
55
Tiedemann Advisors
New York
$20.4M 448,857 -256,118 -36%
EA
56
Evergreen Advisors
Tennessee
$20.3M 445,055 +445,055 New
AWS
57
Atria Wealth Solutions
New York
$18.9M 416,125 -8,257 -2%
PA
58
Parkside Advisors
California
$18.7M 411,648 -24,773 -6%
WPWM
59
Windward Private Wealth Management
Kansas
$18.4M 403,959 +8,421 +2%
VRM
60
Vectors Research Management
New York
$17.9M 393,700 +192,124 +95%
WH
61
Whitcomb & Hess
Ohio
$17.6M 385,843 -31,330 -8%
Deutsche Bank
62
Deutsche Bank
Germany
$17.3M 380,000 – –
HC
63
HNP Capital
New York
$17M 373,613 +173,515 +87%
MD
64
Money Design
Japan
$16.8M 368,526 +20,452 +6%
HWA
65
Heartwood Wealth Advisors
Virginia
$16M 352,466 +352,466 New
RWM
66
RKL Wealth Management
Pennsylvania
$15.8M 347,881 -86,565 -20%
KAS
67
Kestra Advisory Services
Texas
$15.6M 342,413 +128,097 +60%
AT
68
American Trust
Kentucky
$15.1M 331,696 +48,860 +17%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$14.9M 328,321 +198,365 +153%
MML Investors Services
70
MML Investors Services
Massachusetts
$14.8M 324,374 -3,223 -1%
SFA
71
Sequoia Financial Advisors
Ohio
$14.4M 316,602 +11,898 +4%
MPW
72
MA Private Wealth
California
$14.3M 314,429 +205,583 +189%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$13.9M 304,457 -76,306 -20%
Nomura Asset Management
74
Nomura Asset Management
Japan
$13.6M 298,400 +298,400 New
CCA
75
Checchi Capital Advisers
California
$13.5M 295,797 -40,846 -12%
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