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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 %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$6.74M 141,062 -18,318 -11%
BRWA
102
B. Riley Wealth Advisors
Florida
$6.66M 139,369 -3,249 -2%
CWM
103
Connecticut Wealth Management
Connecticut
$6.41M 134,122 +66,250 +98%
GWMIA
104
Global Wealth Management Investment Advisory
Florida
$6.41M 134,059 -40,290 -23%
BHWM
105
Bay Harbor Wealth Management
Maryland
$6.39M 133,628 -43,963 -25%
APC
106
Aspire Private Capital
North Carolina
$6.37M 133,220 +445 +0.3%
CFGS
107
Concourse Financial Group Securities
Alabama
$6.34M 132,530 -16,281 -11%
FNT
108
First National Trust
Pennsylvania
$6.2M 129,675 +11,756 +10%
SWM
109
SigFig Wealth Management
California
$6.18M 116,800 +812 +0.7%
GIS
110
Grayhawk Investment Strategies
Alberta, Canada
$6.14M 99,700 +99,700 New
Jane Street
111
Jane Street
New York
$5.98M 125,099 -461,537 -79%
SCP
112
Shorepoint Capital Partners
Massachusetts
$5.86M 122,641 +122,641 New
HC
113
Hamilton Capital
Ohio
$5.77M 120,709 +120,709 New
EC
114
Estate Counselors
Wisconsin
$5.63M 117,730 +117,730 New
AG
115
Ascent Group
Virginia
$5.61M 113,958 +64,715 +131%
EWA
116
EverSource Wealth Advisors
Alabama
$5.41M 113,178 -10,665 -9%
MPW
117
MA Private Wealth
California
$5.32M 110,824 -62,270 -36%
ONB
118
Old National Bancorp
Indiana
$5.3M 110,918 -36,140 -25%
EA
119
Echo45 Advisors
California
$5.24M 109,579 +8,243 +8%
CFAM
120
Center For Asset Management
Florida
$5.09M 106,470 -14,173 -12%
ICMP
121
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.03M 105,289 -5,523 -5%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$4.87M 101,942 -1,481 -1%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$4.73M 98,859 -2,112 -2%
FA
124
FC Advisory
Pennsylvania
$4.53M 94,659 +13,267 +16%
Renaissance Technologies
125
Renaissance Technologies
New York
$4.5M 94,041 -127,559 -58%
3 4
5
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