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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.7B
2
Bank of America
2
Bank of America
North Carolina
$2.4B
3
BOH
3
Bank of Hawaii
Hawaii
$46.6M
4
Ameriprise
4
Ameriprise
Minnesota
$184M
5
RVPG
5
Relative Value Partners Group
$29.8M

Top Sellers

1
MG
1
Mather Group
Illinois
$138M
2
SWG
2
Summit Wealth Group
Vermont
$1.36M
3
Charles Schwab
3
Charles Schwab
California
$72.5M
4
MNG
4
Manning & Napier Group
New York
$21.5M
5
AF
5
Allworth Financial
California
$27.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Parkside Advisors
California
$23.7M 514,862 +35,348 +7%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$23.4M 508,020 -37,384 -7%
Invesco
53
Invesco
Georgia
$23.1M 502,408 +209,989 +72%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$23.1M 502,133 -21,485 -4%
MPW
55
MA Private Wealth
California
$22.4M 485,990 +185 +0%
AT
56
American Trust
Kentucky
$22M 478,294 +37,014 +8%
EA
57
Evergreen Advisors
Tennessee
$21.6M 470,689 +15,371 +3%
MNG
58
Manning & Napier Group
New York
– – – –
ZIG
59
Zurich Insurance Group
Switzerland
$21.5M 467,648 – –
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$21.4M 465,153 -17,150 -4%
WPWM
61
Windward Private Wealth Management
Kansas
$19.4M 421,748 +1,717 +0.4%
PAIA
62
Park Avenue Institutional Advisers
New York
$19.4M 421,000 +311,000 +283%
VRM
63
Vectors Research Management
New York
$18.9M 410,307 -41,186 -9%
SFA
64
Sequoia Financial Advisors
Ohio
$18.3M 397,324 +46,998 +13%
CC
65
Courier Capital
New York
$17.9M 389,692 +389,692 New
AWS
66
Atria Wealth Solutions
New York
$17.9M 388,822 -19,232 -5%
JIP
67
Jaffetilchin Investment Partners
Florida
$17.7M 384,402 +92,029 +31%
Deutsche Bank
68
Deutsche Bank
Germany
$17.5M 380,000 – –
MD
69
Money Design
Japan
$16.1M 349,199 -29,751 -8%
RWM
70
RKL Wealth Management
Pennsylvania
$15.9M 345,499 +942 +0.3%
1IA
71
1834 Investment Advisors
Wisconsin
$15.8M 342,824 +81,095 +31%
MML Investors Services
72
MML Investors Services
Massachusetts
$15.2M 331,183 +37,334 +13%
WH
73
Whitcomb & Hess
Ohio
$13.9M 302,102 +3,992 +1%
CCA
74
Checchi Capital Advisers
California
$13.4M 292,311 -2,773 -0.9%
FC
75
Family CFO
California
$13.4M 291,856 +23,089 +9%
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