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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 %
FA
151
Fountainhead AM
New Jersey
$2.77M +$2.77M +61,320 New
BAAM
152
Baker Avenue Asset Management
California
$2.76M +$2.76M +61,286 New
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$2.73M +$1.97M +44,018 +259%
AIA
154
Acute Investment Advisory
Arizona
$2.72M +$2.72M +60,394 New
EA
155
Echo45 Advisors
California
$2.69M -$2.25M -49,883 -46%
PA
156
PFG Advisors
Arizona
$2.67M -$68.6K -1,521 -3%
BA
157
Bard Associates
Illinois
$2.66M -$6.76K -150 -0.3%
BTI
158
Blue Trust Inc
Georgia
$2.57M +$2.56M +53,487 +15,731%
UA
159
Unison Advisors
District of Columbia
$2.53M -$893K -19,814 -26%
MIA
160
MainStreet Investment Advisors
Illinois
$2.52M – – –
BOH
161
Bank of Hawaii
Hawaii
$2.52M +$510K +11,318 +25%
HHRDM
162
H&H Retirement Design & Management
Nevada
$2.45M -$380K -8,615 -13%
AG
163
Ascent Group
Virginia
$2.28M -$2.78M -62,640 -55%
RIM
164
Rockbridge Investment Management
New York
$2.22M -$19K -421 -0.8%
USAA
165
United Services Automobile Association
Texas
$2.2M -$286K -6,338 -11%
SFA
166
Semmax Financial Advisors
North Carolina
$2.18M -$801K -18,259 -27%
SW
167
Simplicity Wealth
New Jersey
$2.15M +$109K +2,407 +5%
DI
168
Disciplined Investments
Oklahoma
$2.1M -$20.8K -461 -1%
Goldman Sachs
169
Goldman Sachs
New York
$2.08M -$102K -2,255 -5%
CA
170
Continuum Advisory
Idaho
$2.05M +$529K +11,734 +35%
1WM
171
1900 Wealth Management
Texas
$1.9M -$9.33K -207 -0.5%
GVAG
172
Great Valley Advisor Group
Delaware
$1.88M +$515K +11,429 +38%
WFA
173
Websterrogers Financial Advisors
South Carolina
$1.84M +$1.84M +40,879 New
CAG
174
Csenge Advisory Group
Florida
$1.82M -$74.8K -1,658 -4%
CAM
175
Chandler Asset Management
California
$1.78M +$167K +3,704 +10%
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