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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 %
HHRDM
151
H&H Retirement Design & Management
Nevada
$3.37M +$757K +16,126 +29%
CAM
152
Clark Asset Management
New Hampshire
$3.28M +$3.28M +72,113 New
CA
153
Cetera Advisors
Colorado
$3.28M +$2.7M +59,363 +468%
Mariner
154
Mariner
Kansas
$3.22M -$167K -3,672 -5%
FLA
155
Financial Life Advisors
Texas
$3.2M -$10.5M -230,187 -77%
SFPM
156
Sensible Financial Planning & Management
Massachusetts
$3.11M +$3.11M +68,267 New
HIM
157
Hanlon Investment Management
New Jersey
$3.06M -$189K -4,147 -6%
MFG
158
Merit Financial Group
Georgia
$3M -$630K -13,844 -17%
UA
159
Unison Advisors
District of Columbia
$3M +$449K +9,854 +18%
PFM
160
Phillips Financial Management
Indiana
$3M -$993K -21,819 -25%
WEG
161
World Equity Group
Illinois
$2.96M -$19.7K -433 -0.7%
PA
162
PFG Advisors
Arizona
$2.96M +$260K +5,719 +10%
AWMNH
163
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.93M +$2.93M +64,356 New
ACM
164
AlphaStar Capital Management
North Carolina
$2.92M +$5.01K +110 +0.2%
CHAM
165
Clear Harbor Asset Management
Connecticut
$2.87M +$1.2M +26,365 +72%
RWIA
166
Roger Wittlin Investment Advisory
California
$2.78M +$2.78M +61,099 New
EWA
167
EP Wealth Advisors
California
$2.75M -$248K -5,457 -8%
EA
168
Echo45 Advisors
California
$2.7M -$19.8K -434 -0.7%
SFG
169
Sovereign Financial Group
Connecticut
$2.7M -$532K -11,698 -16%
BTI
170
Blue Trust Inc
Georgia
$2.67M +$241K +5,335 +10%
BA
171
Bard Associates
Illinois
$2.56M -$125K -2,750 -5%
GCM
172
Gallacher Capital Management
Colorado
$2.46M +$2.46M +54,046 New
FHC
173
First Heartland Consultants
Missouri
$2.43M +$45.9K +1,009 +2%
BOH
174
Bank of Hawaii
Hawaii
$2.42M -$123K -2,694 -5%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$2.37M -$498K -10,608 -17%
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7
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