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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 %
Cerity Partners
101
Cerity Partners
New York
$8.86M 202,353 +182,359 +912%
UWPG
102
Ullmann Wealth Partners Group
Florida
$8.64M 197,295 +131,341 +199%
EWA
103
EverSource Wealth Advisors
Alabama
$8.31M 189,787 +22,463 +13%
PAG
104
Private Advisor Group
New Jersey
$8.3M 189,535 +59,157 +45%
Jane Street
105
Jane Street
New York
$8M 182,658 -5,546 -3%
CAN
106
Cetera Advisor Networks
California
$7.99M 182,610 +8,892 +5%
SW
107
Simplicity Wealth
New Jersey
$7.76M 177,169 +14,418 +9%
TA
108
Tiedemann Advisors
New York
$7.57M 172,956 -67,799 -28%
EA
109
Evolution Advisers
Virginia
$7.19M 164,129 +7,128 +5%
FA
110
Fiducient Advisors
Illinois
$7.14M 163,168 +163,168 New
1IA
111
1834 Investment Advisors
Wisconsin
$7.11M 162,301 -180,523 -53%
Goldman Sachs
112
Goldman Sachs
New York
$6.99M 159,700 +1 +0%
GWMIA
113
Global Wealth Management Investment Advisory
Florida
$6.97M 159,302 +3,501 +2%
HPC
114
Hobart Private Capital
North Carolina
$6.87M 157,019 -3,425 -2%
SIA
115
Sovereign Investment Advisors
Arizona
$6.81M 155,609 -7,176 -4%
BHWM
116
Bay Harbor Wealth Management
Maryland
$6.78M 154,905 -1,694 -1%
KFG
117
Kingdom Financial Group
Arizona
$6.52M 148,904 +9,428 +7%
MFG
118
Merit Financial Group
Georgia
$6.36M 145,327 +27,924 +24%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$6.35M 145,120 +4,698 +3%
AllianceBernstein
120
AllianceBernstein
Tennessee
$6.33M 144,558 -20,243 -12%
BlackRock
121
BlackRock
New York
$6.3M 143,938 +45,756 +47%
GWSA
122
Global Wealth Strategies & Associates
Colorado
$6.1M 139,341 +16,896 +14%
SIA
123
Strategic Investment Advisors
Michigan
$5.97M 136,266 -117,624 -46%
LFA
124
Level Financial Advisors
New York
$5.92M 135,251 +10,765 +9%
FAT
125
First American Trust
California
$5.9M 134,707 +56,775 +73%
3 4
5
6 7