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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 %
Creative Planning
176
Creative Planning
Kansas
$1.55M +$440K +9,202 +39%
CFG
177
Citizens Financial Group
Rhode Island
$1.55M +$19.2K +401 +1%
NYLIM
178
New York Life Investment Management
New York
$1.52M +$1.52M +31,844 New
EAM
179
Eagle Asset Management
Florida
$1.52M +$250K +5,234 +20%
FI
180
Financial Insights
Washington
$1.52M -$523K -10,942 -26%
VIA
181
Vickerman Investment Advisors
Washington
$1.5M -$3.97M -82,996 -73%
TCM
182
Tran Capital Management
California
$1.49M +$116K +2,419 +8%
PGF
183
Plan Group Financial
Oklahoma
$1.48M +$1.48M +31,034 New
IA
184
IFP Advisors
Florida
$1.48M – – –
PW
185
Peninsula Wealth
California
$1.47M +$89.8K +1,877 +6%
TPCW
186
TD Private Client Wealth
New York
$1.47M +$1.47M +30,703 New
APA
187
Astoria Portfolio Advisors
New York
$1.47M -$161K -3,366 -10%
SWP
188
Stratos Wealth Partners
Ohio
$1.46M -$466K -9,755 -24%
GVAG
189
Great Valley Advisor Group
Delaware
$1.45M +$30.4K +636 +2%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$1.42M -$24.2K -506 -2%
VWA
191
Visionary Wealth Advisors
Illinois
$1.42M -$1.3M -27,249 -48%
US Bancorp
192
US Bancorp
Minnesota
$1.41M -$276K -5,770 -16%
IA
193
Inspire Advisors
Idaho
$1.39M +$941K +19,698 +211%
LFP
194
Leeward Financial Partners
Washington
$1.37M +$120K +2,516 +10%
SJIA
195
St. James Investment Advisors
New York
$1.36M +$1.36M +28,467 New
MHR
196
Matthew Hamilton Rosenberg
$1.36M +$120K +2,495 +10%
RIA
197
Regal Investment Advisors
Michigan
$1.34M -$765 -16 -0.1%
VC
198
Veery Capital
Delaware
$1.32M +$3.87K +81 +0.3%
JWCA
199
J.W. Cole Advisors
Florida
$1.31M -$950K -19,868 -42%
VT
200
Vise Technologies
New York
$1.29M +$1.29M +27,028 New
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