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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.97B
2
Jane Street
Jane Street
New York
$81.8M
3
RA
Rational Advisors
New York
$35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.7M
5
TA
Tiedemann Advisors
New York
$31.8M

Top Sellers

1
Nomura Asset Management
Nomura Asset Management
Japan
$0
2
MNG
Manning & Napier Group
New York
$22.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$419M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$0
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$4.33M -$2.44M -54,162 -36%
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$4.17M -$51.3K -1,138 -1%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$4.17M -$302K -6,692 -7%
CAN
129
Cetera Advisor Networks
California
$4.01M +$156K +3,455 +4%
SP
130
SWS Partners
Ohio
$4M +$4M +88,758 New
HFS
131
Horizon Financial Services
North Carolina
$3.97M +$59K +1,308 +2%
PFM
132
Phillips Financial Management
Indiana
$3.95M -$46.7K -1,036 -1%
GIS
133
Grayhawk Investment Strategies
Alberta, Canada
$3.71M -$789K -17,500 -18%
FIM
134
Freedom Investment Management
Connecticut
$3.67M -$184K -4,076 -5%
MFG
135
Merit Financial Group
Georgia
$3.6M -$5.61M -124,422 -61%
CM
136
Columbus Macro
Pennsylvania
$3.59M +$488K +10,818 +16%
CCFM
137
Clear Creek Financial Management
Washington
$3.47M -$293K -6,500 -8%
Mariner
138
Mariner
Kansas
$3.36M -$388K -8,615 -10%
FA
139
FC Advisory
Pennsylvania
$3.26M -$1.01M -22,404 -24%
HIM
140
Hanlon Investment Management
New Jersey
$3.22M +$687K +15,229 +27%
SFG
141
Sovereign Financial Group
Connecticut
$3.2M +$265K +5,879 +9%
ECM
142
Evergreen Capital Management
Washington
$3.12M +$1.39M +30,810 +80%
LFA
143
Level Financial Advisors
New York
$3.11M +$2.47M +54,787 +384%
Janus Henderson Group
144
Janus Henderson Group
United Kingdom
$3.02M +$3.02M +66,906 New
BA
145
Bridge Advisory
California
$3M -$749K -16,604 -20%
EWA
146
EP Wealth Advisors
California
$2.97M -$65K -1,441 -2%
BCM
147
Beaumont Capital Management
Massachusetts
$2.97M +$41.5K +921 +1%
WEG
148
World Equity Group
Illinois
$2.96M +$97.5K +2,162 +3%
ACM
149
AlphaStar Capital Management
North Carolina
$2.89M -$1.1M -24,315 -28%
ACP
150
Aveo Capital Partners
Colorado
$2.81M -$1.22M -26,953 -30%
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