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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 %
SW
101
Simplicity Wealth
New Jersey
$7.82M 167,951 +36,915 +28%
RVPG
102
Relative Value Partners Group
$7.57M 162,662 +162,662 New
SIA
103
Sovereign Investment Advisors
Arizona
$7.52M 161,583 +769 +0.5%
PAG
104
Private Advisor Group
New Jersey
$7.46M 160,284 -18,580 -10%
EWA
105
EverSource Wealth Advisors
Alabama
$7.44M 159,760 +16,774 +12%
BHWM
106
Bay Harbor Wealth Management
Maryland
$7.4M 159,042 -7,672 -5%
EA
107
Evolution Advisers
Virginia
$7.32M 157,289 +7,580 +5%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$7.25M 155,763 -172,558 -53%
HPC
109
Hobart Private Capital
North Carolina
$7.23M 155,277 +155,277 New
AllianceBernstein
110
AllianceBernstein
Tennessee
$7.19M 154,506 +13,364 +9%
MWM
111
Merriman Wealth Management
Washington
$7M 150,480 +142,216 +1,721%
BRWA
112
B. Riley Wealth Advisors
Florida
$6.86M 147,321 -2,875 -2%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$6.37M 136,816 -2,341 -2%
Goldman Sachs
114
Goldman Sachs
New York
$6M 128,981 +54,705 +74%
GWMIA
115
Global Wealth Management Investment Advisory
Florida
$5.95M 127,801 +4,223 +3%
AA
116
ALPS Advisors
Colorado
$5.83M 125,235 +125,235 New
SIA
117
Strategic Investment Advisors
Michigan
$5.83M 125,141 +704 +0.6%
ACM
118
AlphaStar Capital Management
North Carolina
$5.82M 126,478 +62,377 +97%
NA
119
NewEdge Advisors
Louisiana
$5.81M 124,610 -33,602 -21%
SIA
120
SeaBridge Investment Advisors
New Jersey
$5.76M 123,760 +3,817 +3%
LFA
121
Level Financial Advisors
New York
$5.63M 120,882 +20,111 +20%
FNT
122
First National Trust
Pennsylvania
$5.54M 119,113 -2,138 -2%
GWSA
123
Global Wealth Strategies & Associates
Colorado
$5.48M 117,651 +88,045 +297%
SWM
124
SigFig Wealth Management
California
$5.45M 117,003 +1,930 +2%
HP
125
HT Partners
Connecticut
$5.39M 115,817 +15,280 +15%
3 4
5
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