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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

532 hedge funds and large institutions have $14.4B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 172 reducing their positions, and 54 closing their positions.

Holders
532
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
8.48%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
59
Increased
237
Reduced
172
Closed
54
Calls
$1.95M
Puts
$2.18M
Net Calls
-$227K
Net Calls Change
-$434K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.78B
2
Bank of America
2
Bank of America
North Carolina
$2.5B
3
Charles Schwab
3
Charles Schwab
California
$133M
4
HC
4
Hamilton Capital
Ohio
$53.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$127M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$9.68M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$716M
3
ECM
3
Evergreen Capital Management
Washington
$15M
4
MNG
4
Manning & Napier Group
New York
$20.6M
5
RJA
5
Raymond James & Associates
Florida
$66.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MD
76
Money Design
Japan
$14.4M 328,052 -21,147 -6%
WH
77
Whitcomb & Hess
Ohio
$13.3M 303,204 +1,102 +0.4%
PG
78
Proffitt & Goodson
Tennessee
$13M 296,178 +6,056 +2%
DJSG
79
D.J. St. Germain
Massachusetts
$12.9M 295,765 +126,972 +75%
BCM
80
Brookstone Capital Management
Illinois
$12.9M 305,788 +35,245 +13%
FC
81
Family CFO
California
$12.9M 295,028 +3,172 +1%
SEI Investments
82
SEI Investments
Pennsylvania
$12.7M 289,337 +19,155 +7%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$12.6M 288,302 +18,079 +7%
AAMA
84
Advanced Asset Management Advisors
Ohio
$12.4M 283,000 – –
PAS
85
Park Avenue Securities
New York
$11.8M 269,247 -2,100 -0.8%
MMA
86
Miracle Mile Advisors
California
$11.7M 266,517 -4,984 -2%
DFCM
87
Dark Forest Capital Management
Puerto Rico
$11.6M 264,954 +135,364 +104%
CW
88
CreativeOne Wealth
Kansas
$11.5M 263,166 -8,357 -3%
OFS
89
OneAscent Financial Services
Alabama
$11.5M 262,088 +22,632 +9%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$11.1M 253,386 +45,672 +22%
OWM
91
OneAscent Wealth Management
Alabama
$10.7M 243,933 -15,141 -6%
SCA
92
STALEY CAPITAL ADVISERS
Pennsylvania
$10.6M 241,100 +154,150 +177%
Betterment LLC
93
Betterment LLC
New York
$10M 228,867 +9,748 +4%
Prudential Financial
94
Prudential Financial
New Jersey
$9.88M 225,702 +29,520 +15%
RWP
95
RWA Wealth Partners
Massachusetts
$9.68M 221,137 -3,497,103 -94%
QFA
96
Quantum Financial Advisors
California
$9.36M 213,859 +21,490 +11%
WCM
97
Wavelength Capital Management
Connecticut
$9.08M 207,355 -7,400 -3%
AA
98
ALPS Advisors
Colorado
$9.03M 206,275 +80,195 +64%
UAS
99
United Asset Strategies
New York
$9.02M 206,115 -3,621 -2%
FA
100
Fountainhead AM
New Jersey
$8.94M 204,188 +22,033 +12%
2 3
4
5 6