VMBS icon

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 %
RA
76
Rational Advisors
New York
$13.2M 289,782 -487,200 -63%
Invesco
77
Invesco
Georgia
$12.9M 284,464 +71,844 +34%
AAMA
78
Advanced Asset Management Advisors
Ohio
$12.9M 283,000 – –
MMA
79
Miracle Mile Advisors
California
$12.9M 282,513 +272,344 +2,678%
PAS
80
Park Avenue Securities
New York
$12.7M 278,385 -17,360 -6%
BCM
81
Brookstone Capital Management
Illinois
$11.4M 244,136 -23,745 -9%
CW
82
CreativeOne Wealth
Kansas
$11.1M 243,170 +11,634 +5%
SEI Investments
83
SEI Investments
Pennsylvania
$10.8M 236,461 +17,142 +8%
FC
84
Family CFO
California
$10.4M 227,663 +30,958 +16%
AFS
85
Annapolis Financial Services
Maryland
$10.2M 224,734 -45,624 -17%
PG
86
Proffitt & Goodson
Tennessee
$9.96M 218,855 -54,340 -20%
CWM
87
Connecticut Wealth Management
Connecticut
$9.76M 214,513 +86,246 +67%
UAS
88
United Asset Strategies
New York
$9.4M 206,395 +6,369 +3%
Betterment LLC
89
Betterment LLC
New York
$9.37M 205,816 +19,732 +11%
CAN
90
Cetera Advisor Networks
California
$9.12M 200,257 +111,409 +125%
AWS
91
AJ Wealth Strategies
New York
$8.76M 192,336 +176,269 +1,097%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$8.35M 183,441 -18,683 -9%
PWAG
93
Polaris Wealth Advisory Group
California
$8.09M 172,988 -4,873 -3%
LG
94
Leuthold Group
Minnesota
$8.08M 177,568 – –
Prudential Financial
95
Prudential Financial
New Jersey
$8.01M 176,051 +8,772 +5%
OWM
96
OneAscent Wealth Management
Alabama
$8M 175,787 +175,787 New
AWP
97
Abacus Wealth Partners
California
$7.95M 174,547 +149,017 +584%
OFS
98
OneAscent Financial Services
Alabama
$7.74M 170,045 +159,090 +1,452%
BHWM
99
Bay Harbor Wealth Management
Maryland
$7.59M 166,714 -1,377 -0.8%
SIA
100
Sovereign Investment Advisors
Arizona
$7.32M 160,814 +1,445 +0.9%
2 3
4
5 6