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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 %
PAS
76
Park Avenue Securities
New York
$12.6M 271,056 -7,329 -3%
FC
77
Family CFO
California
$12.5M 268,767 +41,104 +18%
CW
78
CreativeOne Wealth
Kansas
$12.2M 262,401 +19,231 +8%
1IA
79
1834 Investment Advisors
Wisconsin
$12.2M 261,729 +234,544 +863%
SEI Investments
80
SEI Investments
Pennsylvania
$12M 257,731 +21,270 +9%
BCM
81
Brookstone Capital Management
Illinois
$11.4M 247,730 +3,594 +1%
Jane Street
82
Jane Street
New York
$9.98M 214,497 +214,497 New
UAS
83
United Asset Strategies
New York
$9.61M 206,550 +155 +0.1%
Betterment LLC
84
Betterment LLC
New York
$9.6M 206,238 +422 +0.2%
PG
85
Proffitt & Goodson
Tennessee
$9.4M 202,004 -16,851 -8%
OWM
86
OneAscent Wealth Management
Alabama
$9.21M 197,796 +22,009 +13%
CAN
87
Cetera Advisor Networks
California
$9.18M 197,153 -3,104 -2%
AWS
88
AJ Wealth Strategies
New York
$8.93M 191,857 -479 -0.2%
Prudential Financial
89
Prudential Financial
New Jersey
$8.89M 191,042 +14,991 +9%
AWP
90
Abacus Wealth Partners
California
$8.83M 189,504 +14,957 +9%
OFS
91
OneAscent Financial Services
Alabama
$8.67M 186,162 +16,117 +9%
LWM
92
Liberty Wealth Management
California
$8.53M 183,335 +183,335 New
LG
93
Leuthold Group
Minnesota
$8.27M 177,568 – –
QFA
94
Quantum Financial Advisors
California
$8.11M 174,205 +29,492 +20%
WCM
95
Wavelength Capital Management
Connecticut
$7.99M 171,555 +21,700 +14%
CWM
96
Connecticut Wealth Management
Connecticut
$7.95M 170,813 -43,700 -20%
AFS
97
Annapolis Financial Services
Maryland
$7.94M 170,650 -54,084 -24%
FA
98
Fountainhead AM
New Jersey
$7.92M 170,205 +39,827 +31%
OAP
99
One Advisory Partners
Kansas
$7.89M 169,591 +67,679 +66%
PWAG
100
Polaris Wealth Advisory Group
California
$7.84M 168,488 -4,500 -3%
2 3
4
5 6