VMBS icon

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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$5.78B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Charles Schwab
Charles Schwab
California
$133M
4
HC
Hamilton Capital
Ohio
$53.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$127M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
$9.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$716M
3
ECM
Evergreen Capital Management
Washington
$15M
4
MNG
Manning & Napier Group
New York
$20.6M
5
RJA
Raymond James & Associates
Florida
$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$4.13M +$429K +9,799 +12%
TI
152
Tidal Investments
Wisconsin
$4.12M -$1.86M -42,595 -31%
RIM
153
Rockbridge Investment Management
New York
$4.09M +$1.82M +41,602 +80%
HSA
154
HBK Sorce Advisory
Pennsylvania
$4.09M +$2.04M +46,579 +99%
WAM
155
WNY Asset Management
New York
$3.98M +$3.98M +91,002 New
SFPM
156
Sensible Financial Planning & Management
Massachusetts
$3.97M -$966K -22,069 -20%
SP
157
SWS Partners
Ohio
$3.86M +$183K +4,178 +5%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$3.74M +$323K +7,377 +9%
1CP
159
1607 Capital Partners
Virginia
$3.7M +$416K +9,500 +13%
HFS
160
Horizon Financial Services
North Carolina
$3.6M +$95.4K +2,179 +3%
AWP
161
Abacus Wealth Partners
California
$3.52M -$5.37M -122,548 -60%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$3.48M -$2.53M -57,716 -42%
PCA
163
Prosperity Capital Advisors
Ohio
$3.47M +$939K +21,458 +37%
CPRC
164
Consolidated Portfolio Review Corp
New York
$3.45M +$215K +4,915 +7%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$3.4M -$199K -4,428 -6%
CCFM
166
Clear Creek Financial Management
Washington
$3.39M -$73.4K -1,677 -2%
SFG
167
Sovereign Financial Group
Connecticut
$3.34M -$12.1K -276 -0.4%
FHB
168
First Hawaiian Bank
Hawaii
$3.32M -$217K -4,963 -6%
FA
169
FC Advisory
Pennsylvania
$3.29M -$23.5K -537 -0.7%
CWM
170
Certus Wealth Management
California
$3.27M +$941K +21,496 +40%
UA
171
Unison Advisors
District of Columbia
$3.2M +$7.84K +179 +0.2%
SB
172
Strategic Blueprint
Georgia
$3.17M -$210K -4,808 -6%
KA
173
Kure Advisory
Minnesota
$3.11M +$3.11M +71,141 New
FM
174
Family Management
New York
$3.1M +$2.99M +68,280 +2,753%
1WM
175
1900 Wealth Management
Texas
$3.03M +$696K +15,891 +30%
5 6
7
8 9