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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

514 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 222 increasing their positions, 164 reducing their positions, and 63 closing their positions.

Holders
514
Holders Change
-11
Holders Change %
-2.1%
% of All Funds
8.23%
Holding in Top 10
39
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.02%
% of All Funds
0.62%
New
65
Increased
222
Reduced
164
Closed
63
Calls
$1.02M
Puts
$1.42M
Net Calls
-$395K
Net Calls Change
+$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.64B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$357M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$915M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TPCW
5
TD Private Client Wealth
New York
$26.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.34B
2
CS
2
Credit Suisse
Switzerland
$0
3
RJA
3
Raymond James & Associates
Florida
$85.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
MNG
5
Manning & Napier Group
New York
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
BOH
51
Bank of Hawaii
Hawaii
$23.1M 496,137 +442,891 +832%
MNG
52
Manning & Napier Group
New York
– – – –
MPW
53
MA Private Wealth
California
$22.6M 485,805 +171,376 +55%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$22.5M 482,303 +10,032 +2%
PA
55
Parkside Advisors
California
$22.3M 479,514 +67,866 +16%
ZIG
56
Zurich Insurance Group
Switzerland
$21.8M 467,648 – –
EA
57
Evergreen Advisors
Tennessee
$21.2M 455,318 +10,263 +2%
VRM
58
Vectors Research Management
New York
$21M 451,493 +57,793 +15%
AT
59
American Trust
Kentucky
$20.5M 441,280 +109,584 +33%
HC
60
HNP Capital
New York
$19.9M 428,257 +54,644 +15%
WPWM
61
Windward Private Wealth Management
Kansas
$19.6M 420,031 +16,072 +4%
AWS
62
Atria Wealth Solutions
New York
$19M 408,054 -8,071 -2%
Deutsche Bank
63
Deutsche Bank
Germany
$17.7M 380,000 – –
MD
64
Money Design
Japan
$17.6M 378,950 +10,424 +3%
TA
65
Tiedemann Advisors
New York
$17.1M 367,838 -81,019 -18%
SFA
66
Sequoia Financial Advisors
Ohio
$16.3M 350,326 +33,724 +11%
RWM
67
RKL Wealth Management
Pennsylvania
$16M 344,557 -3,324 -1%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$14.2M 304,311 -146 -0%
WH
69
Whitcomb & Hess
Ohio
$13.9M 298,110 -87,733 -23%
CCA
70
Checchi Capital Advisers
California
$13.7M 295,084 -713 -0.2%
MML Investors Services
71
MML Investors Services
Massachusetts
$13.7M 293,849 -30,525 -9%
Invesco
72
Invesco
Georgia
$13.6M 292,419 +7,955 +3%
JIP
73
Jaffetilchin Investment Partners
Florida
$13.6M 292,373 +292,373 New
AAMA
74
Advanced Asset Management Advisors
Ohio
$13.2M 283,000 – –
MMA
75
Miracle Mile Advisors
California
$13M 278,627 -3,886 -1%
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3
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