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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 %
HIM
151
Hanlon Investment Management
New Jersey
$2.68M -$538K -11,248 -17%
MIA
152
MainStreet Investment Advisors
Illinois
$2.68M -$147K -3,082 -5%
SWRP
153
Summit Wealth & Retirement Planning
California
$2.66M +$403K +8,440 +18%
USAA
154
United Services Automobile Association
Texas
$2.64M -$172K -3,594 -6%
FHC
155
First Heartland Consultants
Missouri
$2.52M +$2.52M +52,644 New
RIM
156
Rockbridge Investment Management
New York
$2.38M -$692K -14,469 -23%
Goldman Sachs
157
Goldman Sachs
New York
$2.31M -$387K -8,099 -14%
IDA
158
Intelligence Driven Advisers
California
$2.26M -$320K -6,697 -12%
DI
159
Disciplined Investments
Oklahoma
$2.25M -$119K -2,493 -5%
CFAM
160
Coury Firm Asset Management
Pennsylvania
$2.21M -$4.56M -95,265 -67%
SW
161
Simplicity Wealth
New Jersey
$2.17M -$193K -4,030 -8%
AAS
162
Avantax Advisory Services
Texas
$2.16M +$394K +8,232 +22%
BOH
163
Bank of Hawaii
Hawaii
$2.13M +$229K +4,798 +12%
1WM
164
1900 Wealth Management
Texas
$2.03M -$206K -4,313 -9%
CAG
165
Csenge Advisory Group
Florida
$2.01M +$1.53M +32,081 +324%
BCM
166
Boltwood Capital Management
California
$1.98M -$712K -14,890 -26%
EAMA
167
EFG Asset Management (Americas)
Florida
$1.97M – – –
FPWM
168
FSB Premier Wealth Management
Iowa
$1.89M -$144K -3,007 -7%
FFA
169
First Foundation Advisors
California
$1.86M -$1.27M -26,516 -41%
OC
170
Oppenheimer & Co
New York
$1.84M +$13.5K +283 +0.7%
ECM
171
Evergreen Capital Management
Washington
$1.83M -$26.8M -560,481 -94%
CAM
172
Chandler Asset Management
California
$1.71M -$4.83K -101 -0.3%
CHAM
173
Clear Harbor Asset Management
Connecticut
$1.67M +$174K +3,650 +12%
GFPC
174
Global Financial Private Client
Florida
$1.66M -$260K -5,403 -14%
CA
175
Continuum Advisory
Idaho
$1.61M +$129K +2,690 +9%
5 6
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