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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 %
WCWM
176
Willow Creek Wealth Management
California
$1.74M +$567K +12,587 +48%
EAMA
177
EFG Asset Management (Americas)
Florida
$1.7M -$161K -3,559 -9%
CHAM
178
Clear Harbor Asset Management
Connecticut
$1.65M +$80.5K +1,785 +5%
TPCW
179
TD Private Client Wealth
New York
$1.63M +$247K +5,472 +18%
FLPIM
180
F.L. Putnam Investment Management
Massachusetts
$1.62M -$11.9M -263,284 -88%
FPWM
181
FSB Premier Wealth Management
Iowa
$1.61M -$170K -3,772 -10%
NYLIM
182
New York Life Investment Management
New York
$1.61M +$169K +3,749 +12%
FM
183
Family Management
New York
$1.53M +$1.53M +33,981 New
IDA
184
Intelligence Driven Advisers
California
$1.53M -$601K -13,370 -28%
FPCP
185
Fort Point Capital Partners
California
$1.48M -$1.56M -34,587 -51%
IA
186
IFP Advisors
Florida
$1.48M -$7.93K -151 -0.5%
AAS
187
Avantax Advisory Services
Texas
$1.45M -$588K -13,029 -29%
SJIA
188
St. James Investment Advisors
New York
$1.42M +$133K +2,955 +10%
EAM
189
Eagle Asset Management
Florida
$1.42M -$17.8K -394 -1%
TCM
190
Tran Capital Management
California
$1.41M – – –
CFG
191
Citizens Financial Group
Rhode Island
$1.4M -$56.3K -1,249 -4%
RA
192
RFG Advisory
Alabama
$1.39M +$1.39M +31,437 New
PW
193
Peninsula Wealth
California
$1.37M -$16.4K -364 -1%
IA
194
Inspire Advisors
Idaho
$1.35M +$37.6K +834 +3%
GFPC
195
Global Financial Private Client
Florida
$1.31M -$253K -5,580 -16%
LFP
196
Leeward Financial Partners
Washington
$1.31M +$18.2K +403 +1%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$1.29M -$48.5K -1,076 -4%
RIA
198
Regal Investment Advisors
Michigan
$1.28M +$11.7K +259 +0.9%
MHR
199
Matthew Hamilton Rosenberg
$1.25M -$23.1K -513 -2%
VC
200
Veery Capital
Delaware
$1.25M -$1.22K -27 -0.1%
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