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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 Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$5.72M +$37K +846 +0.7%
FNT
127
First National Trust
Pennsylvania
$5.61M +$58K +1,325 +1%
MA
128
Mutual Advisors
Nebraska
$5.51M -$48.2K -1,101 -0.9%
HP
129
HT Partners
Connecticut
$5.43M +$353K +8,063 +7%
ZIM
130
Zacks Investment Management
Illinois
$5.39M +$2.64M +60,281 +96%
CAM
131
Clark Asset Management
New Hampshire
$5.33M +$1.09M +24,800 +26%
PA
132
PFG Advisors
Arizona
$5.25M +$901K +20,570 +21%
WJA
133
Willis Johnson & Associates
Texas
$5.24M +$327K +7,480 +7%
OAP
134
One Advisory Partners
Kansas
$5.22M -$2.45M -55,900 -32%
SWM
135
SigFig Wealth Management
California
$5.12M -$121K -2,774 -2%
AFS
136
Annapolis Financial Services
Maryland
$5.1M -$387K -8,840 -7%
CFGS
137
Concourse Financial Group Securities
Alabama
$5.03M +$3.24K +74 +0.1%
NA
138
NewEdge Advisors
Louisiana
$5M -$41.4K -946 -0.8%
SAM
139
Simplify Asset Management
Nevada
$4.85M +$1.85M +42,472 +62%
Kovitz Investment Group Partners
140
Kovitz Investment Group Partners
Illinois
$4.81M +$934K +21,323 +24%
PF
141
Parker Financial
Washington
$4.79M +$324K +7,396 +7%
APC
142
Aspire Private Capital
North Carolina
$4.76M -$84.5K -1,931 -2%
ONB
143
Old National Bancorp
Indiana
$4.73M -$47.8K -1,092 -1%
RL
144
Rogco LP
Oklahoma
$4.72M +$4.72M +107,724 New
WCM
145
Wunderlich Capital Managemnt
Tennessee
$4.7M -$51.7K -1,181 -1%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$4.55M +$1.02M +23,388 +29%
ICMP
147
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.52M -$95.1K -2,172 -2%
SIA
148
SeaBridge Investment Advisors
New Jersey
$4.4M -$2.73M -62,367 -38%
CFAM
149
Center For Asset Management
Florida
$4.39M -$21.7K -495 -0.5%
CA
150
Cetera Advisors
Colorado
$4.16M +$407K +9,286 +11%
4 5
6
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