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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 %
Deutsche Bank
76
Deutsche Bank
Germany
$11M 230,000 – –
FHA
77
First Horizon Advisors
Tennessee
$10.9M 228,127 +226,756 +16,539%
CW
78
CreativeOne Wealth
Kansas
$10.7M 224,668 +413 +0.2%
NA
79
NewEdge Advisors
Louisiana
$10.4M 217,007 -8,994 -4%
MFG
80
Merit Financial Group
Georgia
$9.76M 204,230 +83,626 +69%
CCA
81
Checchi Capital Advisers
California
$9.59M 194,812 +34,085 +21%
UAS
82
United Asset Strategies
New York
$9.45M 197,625 -6,912 -3%
SWG
83
Summit Wealth Group
Vermont
$9.15M 191,370 +3,234 +2%
Invesco
84
Invesco
Georgia
$9.07M 189,796 -124,293 -40%
Betterment LLC
85
Betterment LLC
New York
$8.9M 186,084 +1,807 +1%
BBNA
86
Bremer Bank National Association
Minnesota
$8.87M 185,518 -32,640 -15%
PAG
87
Private Advisor Group
New Jersey
$8.55M 178,866 -3,213 -2%
SIA
88
Strategic Investment Advisors
Michigan
$8.44M 176,455 -2,883 -2%
B
89
Bailard
California
$8.37M 175,151 +22,420 +15%
WCM
90
Wavelength Capital Management
Connecticut
$7.94M 166,000 -12,368 -7%
RA
91
Rational Advisors
New York
$7.89M 165,010 -12,692 -7%
FC
92
Family CFO
California
$7.89M 165,004 +81,228 +97%
AllianceBernstein
93
AllianceBernstein
Tennessee
$7.68M 160,728 -11,503 -7%
Prudential Financial
94
Prudential Financial
New Jersey
$7.64M 160,596 +335 +0.2%
SIA
95
Sovereign Investment Advisors
Arizona
$7.58M 158,470 +690 +0.4%
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$7.38M 154,400 +2,857 +2%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$7.18M 150,192 -18,496 -11%
SFP
98
Strategic Financial Partners
Oregon
$7.03M 146,960 +74,858 +104%
EA
99
Evolution Advisers
Virginia
$6.91M 143,751 -5,788 -4%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$6.83M 142,766 -17,249 -11%
2 3
4
5 6