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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

525 hedge funds and large institutions have $13.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 179 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+27
Holders Change %
+5.42%
% of All Funds
8.47%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.76%
New
81
Increased
179
Reduced
198
Closed
47
Calls
$1.86M
Puts
$3.89M
Net Calls
-$2.03M
Net Calls Change
+$838K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
RWP
RWA Wealth Partners
Massachusetts
$160M
3
Ameriprise
Ameriprise
Minnesota
$143M
4
ECM
Evergreen Capital Management
Washington
$56.4M
5
EWM
Executive Wealth Management
Michigan
$40.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$276M
2
Jane Street
Jane Street
New York
$0
3
MWM
Mission Wealth Management
California
$1.13M
4
RJA
Raymond James & Associates
Florida
$113M
5
MNG
Manning & Napier Group
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICMP
126
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.79M +$3.23K +71 +0.1%
PAG
127
Private Advisor Group
New Jersey
$4.68M -$589K -22,505 -11%
OAP
128
One Advisory Partners
Kansas
$4.64M +$4.64M +101,912 New
BBNA
129
Bremer Bank National Association
Minnesota
$4.6M -$2.11M -46,262 -31%
LFA
130
Level Financial Advisors
New York
$4.59M +$1.44M +31,703 +46%
HP
131
HT Partners
Connecticut
$4.58M +$3.93M +86,426 +612%
CFAM
132
Center For Asset Management
Florida
$4.48M -$106K -2,318 -2%
ONB
133
Old National Bancorp
Indiana
$4.47M +$1.87K +41 +0%
HC
134
Hamilton Capital
Ohio
$4.41M -$555K -12,190 -11%
WJA
135
Willis Johnson & Associates
Texas
$4.41M -$11.3K -248 -0.3%
PF
136
Parker Financial
Washington
$4.15M +$4.15M +91,383 New
FHA
137
First Horizon Advisors
Tennessee
$4.11M -$3.55M -77,948 -46%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$4.1M -$271K -5,946 -6%
Kovitz Investment Group Partners
139
Kovitz Investment Group Partners
Illinois
$4.03M -$184K -4,035 -4%
BAAM
140
Baker Avenue Asset Management
California
$3.95M +$1.16M +25,531 +42%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$3.92M -$179K -3,877 -4%
HFS
142
Horizon Financial Services
North Carolina
$3.82M -$185K -4,074 -5%
TI
143
Tidal Investments
Wisconsin
$3.77M +$3.77M +82,751 New
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$3.71M -$2.34M -51,331 -39%
SP
145
SWS Partners
Ohio
$3.7M -$337K -7,396 -8%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$3.64M -$579K -12,661 -14%
FIM
147
Freedom Investment Management
Connecticut
$3.61M -$95.4K -2,095 -3%
CCFM
148
Clear Creek Financial Management
Washington
$3.54M +$39.2K +861 +1%
FA
149
FC Advisory
Pennsylvania
$3.43M +$140K +3,070 +4%
Goldman Sachs
150
Goldman Sachs
New York
$3.38M +$1.28M +28,142 +61%
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