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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$5.16B
2
AssetMark Inc
AssetMark Inc
California
$432M
3
RJA
Raymond James & Associates
Florida
$150M
4
Nomura Asset Management
Nomura Asset Management
Japan
$56.9M
5
CF
Cantor Fitzgerald
New York
$48.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
Charles Schwab
Charles Schwab
California
$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$467M
4
ECM
Evergreen Capital Management
Washington
$1.83M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$919M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
126
Kovitz Investment Group Partners
Illinois
$4.48M -$416K -8,702 -8%
ACP
127
Aveo Capital Partners
Colorado
$4.26M +$3.31M +69,170 +346%
PFM
128
Phillips Financial Management
Indiana
$4.24M – – –
ACM
129
AlphaStar Capital Management
North Carolina
$4.22M -$634K -13,257 -13%
LI
130
LMCG Investments
Massachusetts
$4.16M +$21.9K +459 +0.5%
HFS
131
Horizon Financial Services
North Carolina
$4.15M -$1.64M -34,315 -28%
FIM
132
Freedom Investment Management
Connecticut
$4.09M -$574K -12,000 -12%
CAN
133
Cetera Advisor Networks
California
$4.08M -$66.8K -1,397 -2%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$4.02M +$3.65M +76,302 +988%
CCFM
135
Clear Creek Financial Management
Washington
$3.99M -$224K -4,689 -5%
BA
136
Bridge Advisory
California
$3.98M -$1.94M -40,583 -33%
Mariner
137
Mariner
Kansas
$3.97M -$25.7K -538 -0.6%
WJA
138
Willis Johnson & Associates
Texas
$3.78M +$144K +3,020 +4%
UA
139
Unison Advisors
District of Columbia
$3.63M +$408K +8,533 +13%
SFA
140
Semmax Financial Advisors
North Carolina
$3.31M -$1.31M -26,834 -28%
CM
141
Columbus Macro
Pennsylvania
$3.29M -$1.07M -22,295 -24%
FPCP
142
Fort Point Capital Partners
California
$3.22M -$1.13M -23,625 -26%
EWA
143
EP Wealth Advisors
California
$3.22M +$23.3K +488 +0.7%
HHRDM
144
H&H Retirement Design & Management
Nevada
$3.16M -$1.58M -32,078 -33%
SFG
145
Sovereign Financial Group
Connecticut
$3.11M +$725K +15,166 +30%
BCM
146
Beaumont Capital Management
Massachusetts
$3.1M +$325K +6,789 +12%
WEG
147
World Equity Group
Illinois
$3.03M -$72K -1,506 -2%
PA
148
PFG Advisors
Arizona
$2.91M -$219K -4,573 -7%
BA
149
Bard Associates
Illinois
$2.82M +$182K +3,800 +7%
MA
150
Mutual Advisors
Nebraska
$2.74M -$120K -2,505 -4%
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