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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 %
PFO
101
Pathstone Family Office
New Jersey
$7.13M 39,042 +39,042 New
HW
102
Hancock Whitney
Mississippi
$7.1M 155,860 +130,351 +511%
EC
103
Estate Counselors
Wisconsin
$6.84M 150,355 +32,625 +28%
BRWA
104
B. Riley Wealth Advisors
Florida
$6.84M 150,196 -1,428 -0.9%
WCM
105
Wavelength Capital Management
Connecticut
$6.82M 149,855 -14,845 -9%
EA
106
Evolution Advisers
Virginia
$6.81M 149,709 +6,956 +5%
SWG
107
Summit Wealth Group
Vermont
$6.81M 149,657 -51,888 -26%
QFA
108
Quantum Financial Advisors
California
$6.59M 144,713 -355,424 -71%
EWA
109
EverSource Wealth Advisors
Alabama
$6.51M 142,986 +19,510 +16%
AllianceBernstein
110
AllianceBernstein
Tennessee
$6.42M 141,142 -17,571 -11%
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$6.33M 139,157 +9,237 +7%
SWM
112
SigFig Wealth Management
California
$6.05M 115,073 -929 -0.8%
SW
113
Simplicity Wealth
New Jersey
$5.96M 131,036 +83,340 +175%
FA
114
Fountainhead AM
New Jersey
$5.94M 130,378 +69,058 +113%
SIA
115
Strategic Investment Advisors
Michigan
$5.66M 124,437 -5,977 -5%
GWMIA
116
Global Wealth Management Investment Advisory
Florida
$5.63M 123,578 -5,185 -4%
FNT
117
First National Trust
Pennsylvania
$5.52M 121,251 -8,826 -7%
SIA
118
SeaBridge Investment Advisors
New Jersey
$5.46M 119,943 +8,222 +7%
APC
119
Aspire Private Capital
North Carolina
$5.43M 119,221 -9,984 -8%
CFGS
120
Concourse Financial Group Securities
Alabama
$5.38M 118,081 -3,204 -3%
MA
121
Mutual Advisors
Nebraska
$5.32M 116,778 +14,988 +15%
NA
122
NewEdge Advisors
Louisiana
$5.09M 158,212 -54,875 -26%
PAIA
123
Park Avenue Institutional Advisers
New York
$4.96M 110,000 – –
WCM
124
Wunderlich Capital Managemnt
Tennessee
$4.88M 107,198 +107,198 New
SFA
125
Seneca Financial Advisors
New York
$4.87M 106,998 +80,465 +303%
3 4
5
6 7