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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 %
PG
76
Proffitt & Goodson
Tennessee
$13.3M 290,122 +88,118 +44%
AAMA
77
Advanced Asset Management Advisors
Ohio
$13M 283,000 – –
CW
78
CreativeOne Wealth
Kansas
$12.5M 271,523 +9,122 +3%
MMA
79
Miracle Mile Advisors
California
$12.5M 271,501 -7,126 -3%
PAS
80
Park Avenue Securities
New York
$12.5M 271,347 +291 +0.1%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$12.4M 270,223 -34,088 -11%
SEI Investments
82
SEI Investments
Pennsylvania
$12.4M 270,182 +12,451 +5%
BCM
83
Brookstone Capital Management
Illinois
$12.2M 270,543 +22,813 +9%
OWM
84
OneAscent Wealth Management
Alabama
$11.9M 259,074 +61,278 +31%
SIA
85
Strategic Investment Advisors
Michigan
$11.7M 253,890 +128,749 +103%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$11.4M 247,038 +247,038 New
TA
87
Tiedemann Advisors
New York
$11.1M 240,755 -127,083 -35%
OFS
88
OneAscent Financial Services
Alabama
$11M 239,456 +53,294 +29%
Betterment LLC
89
Betterment LLC
New York
$10.1M 219,119 +12,881 +6%
WCM
90
Wavelength Capital Management
Connecticut
$9.88M 214,755 +43,200 +25%
UAS
91
United Asset Strategies
New York
$9.65M 209,736 +3,186 +2%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$9.55M 207,714 +28,661 +16%
AWP
93
Abacus Wealth Partners
California
$9.33M 202,911 +13,407 +7%
Prudential Financial
94
Prudential Financial
New Jersey
$9.02M 196,182 +5,140 +3%
QFA
95
Quantum Financial Advisors
California
$8.85M 192,369 +18,164 +10%
AWS
96
AJ Wealth Strategies
New York
$8.73M 189,780 -2,077 -1%
Jane Street
97
Jane Street
New York
$8.66M 188,204 -26,293 -12%
FA
98
Fountainhead AM
New Jersey
$8.38M 182,155 +11,950 +7%
CWM
99
Connecticut Wealth Management
Connecticut
$8.19M 178,074 +7,261 +4%
LG
100
Leuthold Group
Minnesota
$8.17M 177,568 – –
2 3
4
5 6