Vanguard Mortgage-Backed Securities ETF
VMBS
526 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, 180 increasing their positions, 198 reducing their positions, and 47 closing their positions.
72% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 47
21% more funds holding in top 10
Funds holding in top 10: 39 → 47 (+8)
8% more capital invested
Capital invested by funds: $12.5B → $13.4B (+$947M)
5% more funds holding
Funds holding: 499 → 526 (+27)
0.93% more ownership
Funds ownership: 91.22% → 92.15% (+0.93%)
9% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 198
52% less call options, than puts
Call options by funds: $1.86M | Put options by funds: $3.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$640M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$154M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$76.5M |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$53M |
| 5 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$127M |
| 2 |
Jane Street
New York
|
-$81.8M |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$46M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$34.7M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
-$22.1M |
VMBS Hedge Fund Activity: Q4 2022 in Review
526 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2022, worth a combined $13.4B — up 7.6% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new VMBS positions and 47 closed out — a net gain of 34 holders — while 180 added to existing stakes and 198 trimmed.
The largest buyer was Bank of America, adding an estimated $640M. The largest seller was AssetMark Inc, cutting an estimated $127M.
- 526 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2022, up from 499 in Q3 2022.
- Funds reported $13.4B of Vanguard Mortgage-Backed Securities ETF stock for Q4 2022, up 7.6% quarter-over-quarter.
- 81 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2022 and 47 closed out, a net change of +34 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2022 was Bank of America, an estimated $640M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2022 was AssetMark Inc, an estimated $127M sold.
Based on aggregated 13F filings for Q4 2022.