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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 %
PWAG
101
Polaris Wealth Advisory Group
California
$8.08M 175,628 +7,140 +4%
OAP
102
One Advisory Partners
Kansas
$8.05M 175,063 +5,472 +3%
CAN
103
Cetera Advisor Networks
California
$7.99M 173,718 -23,435 -12%
SS
104
Simplicity Solutions
Minnesota
$7.94M 172,623 +165,037 +2,176%
DJSG
105
D.J. St. Germain
Massachusetts
$7.76M 168,793 +168,793 New
EWA
106
EverSource Wealth Advisors
Alabama
$7.7M 167,324 +7,564 +5%
AllianceBernstein
107
AllianceBernstein
Tennessee
$7.58M 164,801 +10,295 +7%
SIA
108
Sovereign Investment Advisors
Arizona
$7.49M 162,785 +1,202 +0.7%
SIA
109
SeaBridge Investment Advisors
New Jersey
$7.49M 162,766 +39,006 +32%
SW
110
Simplicity Wealth
New Jersey
$7.48M 162,751 -5,200 -3%
HPC
111
Hobart Private Capital
North Carolina
$7.38M 160,444 +5,167 +3%
Goldman Sachs
112
Goldman Sachs
New York
$7.34M 159,699 +30,718 +24%
EA
113
Evolution Advisers
Virginia
$7.22M 157,001 -288 -0.2%
BHWM
114
Bay Harbor Wealth Management
Maryland
$7.2M 156,599 -2,443 -2%
GWMIA
115
Global Wealth Management Investment Advisory
Florida
$7.17M 155,801 +28,000 +22%
MWM
116
Merriman Wealth Management
Washington
$6.76M 146,916 -3,564 -2%
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$6.46M 140,422 +3,606 +3%
KFG
118
Kingdom Financial Group
Arizona
$6.41M 139,476 +139,476 New
HSBC Holdings
119
HSBC Holdings
United Kingdom
$6.31M 137,158 -18,605 -12%
TI
120
Tidal Investments
Wisconsin
$6.3M 137,005 +21,512 +19%
PAG
121
Private Advisor Group
New Jersey
$5.98M 130,378 -29,906 -19%
BRWA
122
B. Riley Wealth Advisors
Florida
$5.97M 129,745 -17,576 -12%
DFCM
123
Dark Forest Capital Management
Puerto Rico
$5.96M 129,590 +75,682 +140%
MA
124
Mutual Advisors
Nebraska
$5.84M 127,048 +12,108 +11%
FNT
125
First National Trust
Pennsylvania
$5.83M 126,789 +7,676 +6%
3 4
5
6 7